Managers of Wealth

Swiss Crypto Boutique Starts Hiring Offensive

21Shares was a pioneer in the first cryptocurrency index on Switzerland's stock exchange in 2018.

LGT Poaches Top Executive From UBS

He fills the gap left by Johannes Pfister, who stepped down five months

BIS appoints Innovation Hub heads for London, Nordic and Toronto Centres

They are operated in collaboration with host central banks: the Bank of England for London, and the central banks of Denmark, Iceland, Norway and Sweden for the Nordic centre.

PortfolioMetrix poaches Tilney S&W business director

Jim Clay joins the tech-focused discretionary fund manager from Tilney S&W, where he worked as a director within its IFA business development team for more than four years.

Tilney Smith & Williamson make two senior appointments to Birmingham branch

Based out of the Birmingham office, Adam will also take a leading role in growing the firm’s tax advisory presence in the North West.

Brooks Macdonald International promotes three in Jersey

Peter Davies and Stephen Le Lievre have both been promoted to Investment Directors and Rachel Greenaway to Senior Investment Manager.

Ex-Eastspring CIO Joins Robeco

This appointment further bolsters the Sustainable Multi Asset Solutions team, which is expanding to 15 dedicated investment professionals.

Goldman Sachs Announces Managing Director Class of 2021

Please join us in congratulating the Managing Director Class of 2021 on this significant achievement.

Raiffeisen Tips Finance, Risk Veteran as New Chair

Lachappelle had been brought in to repair Raiffeisen's reputation, which was tarnished by a criminal probe into its ex-CEO, Pierin Vincenz.

BNY Mellon names wealth manager in Boston

Tim has three decades of experience with BNY Mellon Wealth Management – including two decades in fixed income.

M&G Wealth hires Kelemen as first CIO

Prior to Brown Shipley, she was a director on the investment management team at Coutts where she managed multi-asset advisory and discretionary portfolios.

Guernsey Finance appoints new Deputy Chief Executive

Barnaby said he was delighted to be promoted to the role, but highlighted his pride in the team at Guernsey Finance.

Waverton boosts Wealth Planning with strategic hire

Waverton Wealth has an established client base, predominantly in Scotland with offices in both Edinburgh and Glasgow.

HSBC Asset Management Appoints Asia CEO

Key Credit Suisse Gatekeeper Exits

Prior to joining Dynamics, where he is focusing on public affairs, government relations, and reputation and crisis management, Grob had spent several years with local government.

Fidelity Names Regional Lead for Private Banking

He was previously head of investment specialists for funds in Hong Kong at Julius Baer, and held various roles at asset manager Superfund.

JPM Private Bank rejigs Miami leadership for onshore biz

JPM recently announced plans to double its US advisor headcount by adding 1,500 new advisors

Cognizant Taps Rival for Top Swiss Role

In the past, UBS was one of Cognizant's long-standing clients, which it provided with up to 200 staff members under contract.

Quilter Cheviot grows regional investment management and business development teams

The discretionary wealth manager, which this year celebrates its 250-year anniversary, has 14 offices across the UK, Ireland, Jersey and Dubai.

Amy Rodwell becomes C. Hoare & Co.’s first 12TH-Generation partner

Amy will work closely with other partners to build and consolidate customer relationships.

Executive Moves