Managers of Wealth

Butterfield Announces Board Changes

An accomplished executive with extensive retail banking and wealth management leadership experience.

Mirabaud Asset Management: Swiss Equity Team Ready to Hand Over the Reins

Paul Schibli, the highly regarded head of Swiss equities team is set to retire in 2021

EFG announces changes to Global Business Committee

A seasoned wealth management and private banking professional with more than 25 years of experience in the industry.

International Family Office launches UK advisory board

“We are fortunate to have secured the services of Robin, Natalie and Anthony, and I am looking forward to working closely with them.”

IAM appoints ex-Lombard Odier WM as partner

Avalor Investment has appointed Carole Müller-Wildi as a partner.

James Hambro & Partners promotes portfolio manager to partner

European equities specialist Mark Leach has been with the firm since 2014 EmailFacebookTwitterLinkedInPrint

Brown Shipley poaches UBS veteran to head London office

UBS’s Elizabeth Weir will be replacing Andrew Butler-Cassar who exited the business in February.

Federal Council reappoints SNB's Governing Board for next term of

The current term of office of the SNB Governing Board and their deputies (Enlarged Governing Board) ends on 30 June 2021.

Brewin Dolphin announces new Belfast head of office

Kenneth brings expertise, focus and enthusiasm to the job, he will lead the team to deliver strong outcomes for both clients and the company.

Mayfair Capital announces senior appoinments

The time is right to hand over executive responsibility for running the business.

Heartwood names new CEO as it completes rebrand

Heartwood Wealth Management has named a new chief executive and dropped its name in favour of Handelsbanken Wealth & Asset Management.

Geneva PB hires rival's CEO to lead Zurich office

The bank said the opening is part of the plan to strengthen its presence in Switzerland.

Vontobel Bank Grows Team in Hong Kong

The asset management firm's new hire in Hong Kong aims to support global and regional private banks with the firmʼs multi-boutique offering.

Finantix further strengthens APAC capabilities

Latest appointments show firm’s ongoing commitment to building regional talent and strengthen APAC teams

JM Finn hires Senior Investment Manager

Jonathan has over 25 years of experience managing private client portfolios

HSBC Names Top Local Celebrity as Ambassador for Super Affluent Brand

The bank’s decision to select a high-profile celebrity in Hong Kong is driven in part by its optimistic outlook in the city’s wealth growth

Mark Leach appointed partner at James Hambro & Partners

Wealth manager James Hambro & Partners (JH&P) has made Portfolio Manager Mark Leach a partner.

HSBC hires ‘heavenly king’ to promote wealth management services in Greater Bay Area

Kwok appointed ambassador as part of efforts to better tap growing wealth in China

Saunderson House appoints Financial Planning Director

Lee Bailey has joined Saunderson House as Financial Planning Director and brings bringing over 25 years of private client experience within financial services, having spent the last decade at Odey Wealth Management.

REDD recruits Head of Private Client Division

To deliver the finest quality residential property, REDD collaborates closely with their network of suppliers and contacts who include leading architectural firms, interior designers and property advisers.

Executive Moves