Managers of Wealth

HSBC AM hires former Lyxor managing director to lead southern Europe push

Merla is HSBC AM's fourth new hire announcement since March

Schwyzer Kantonalbank takes on former UBS banker

The Schwyzer Kantonalbank (SZKB) appointed Daniel Bregenzer as the new head of the Ausserschwyz region on August 30th.

Swiss Bankers hires ex-twint manager

The 43-year-old group most recently worked as CIO for Twint, the payment app for Swiss banks.

NewEdge Wealth Adds Three New Team Members

Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the needs of ultra-high-net-worth clients

UBP Adds European Coverage Banker in Singapore

Champion joins UBP from Barclays, where she has held a variety of roles since 2011, most recently as head of European partner team, fiduciaries and funds, private bank.

EP Wealth Advisors Sets Stage for Accelerated Growth

New Chief Growth Officer role will drive organic and inorganic growth through EP Wealth’s client-centric and planning-led approach

Two senior 7IM investment staffers among big round of partner promotions

Seven Investment Management has promoted several employees to be partners at the firm.

SimCorp appoints new CEO

Prior to being named CEO in September, Christian Kromann has served the past two years as Chief Operating Officer bringing extensive international experience, including North American focus, executional strength, and commercial insight from within the ind

Credit Suisse brings in former UBS executive to head risk committee

New chair António Horta-Osório looks to bolster risk management after Archegos and Greensill crises

Sanne add two leading experts to the technology leadership team

Sanne appoints Ash Hunt as Group Head of Information Security, and Martin French as Group Head of Data Engineering to join the technology leadership team,

Professional Wealth Advisors Announce Aaron Baddeley Of PGA Tour As Brand Ambassador

He has tremendous integrity, strong work ethic and is highly respected by his peers.

Charles Stanley poaches from Brown Shipley for North distribution team

Gavin Wiggans joins DFM’s Manchester office

Credit Suisse CEO Hires New Right-Hand Man

Kehrle replaces Joachim Oechslin, who took over the job last May from Juerg Kaeppeli.

State Street Appoints Head of Japan

He will report to Mostapha Tahiri, chief executive officer for Asia Pacific.

Asset management veteran Stewart Aldcroft to step down from Citigroup

He will also step down as chairman of Citigroup unit Cititrust Ltd, a position he has held for nearly nine years.

AJ Bell names managing director of adviser platform

Billy has been an integral part of AJ Bell Investcentre's growth over the past 13 years

Veteran Credit Suisse Technologist Logs Out

He was sidelined in a reorganization last August when a direct banking push he oversaw was merged with digitalization under Anke Bridge Haux.

STM Group names new CFO, makes COO redundant in board shakeup

She is expected to join in October "allowing plenty of time for an orderly handover" from the current CFO Therese Neish.

Hywin Holdings Names Former Citigroup Investment Banker as Chief Financial Officer

Appointment further bolsters Hywin’s commitment to international standards of corporate governance and shareholder value following successful IPO and listing on NASDAQ

SEI Appoints Defined Contribution Client Director

Benstead brings extensive experience in the DC market to SEI

Executive Moves