Managers of Wealth

Julius Baer names new head of private markets investments

Viktoras Vatinas joins the private bank from Baloise Asset Management.

Citi HNW head Penny Lovell exits UK post

Lovell leaves less than two-and-a-half years after joining from Sanlam Private Wealth.

HSBC names private banking India and investment heads

The bank has made two big internal appointments for its private banking onshore India business as it looks to compete with local and international players in India.

EAM Avenue Family Office hires Citi veteran for Greater China head

Paul Ouyang has joined as managing director, investment management and head of Greater China, to grow the firm’s mainland Chinese client base.

James Rainbow to leave Schroders as Phil Middleton takes over as UK head

Middleton has spent the last four years working in the US

Brainvest names Geneva-based global investment services head

The new role, which will be performed by Izabel Moura, includes harmonising the firm’s international investment services and follows two mergers last year.

Muzinich & Co hires new Asia head of intermediaries and wealth

A former PGIM and Wellington veteran Sashi Nambiar has been appointed to the newly created role at Muzinich & Co.

Schroders appoints Phil Middleton as Head of UK

Phil has an excellent track record of working in the UK market, having spent most of his career based in London.

Wealthtime Group appoints Nick French as commercial director

He joins from investment management specialist Blackfinch Group, where he was chief distribution officer.

Banking veteran Kevin King joins EAM Avenue Family Office

King, who was head of Greater China at Raffles Family Office, came on board as a managing director and deputy CEO.

Schroders Personal Wealth creates new senior roles as growth accelerates

The structure has further enhanced the SPW proposition, enabling the group to maintain the highest quality of financial advice and assist an increasing number of clients.

Change in the management of BEKB

During his term in office, Mark Haller drove forward the implementation of many important projects in the area of digitalization and made a significant contribution to increasing efficiency within the bank.

Rathbones hires Top 30 star from Evelyn

Dean Layzell joins as an investment manager after a seven-year stint with Evelyn.

Stéphane Pardini appointed Head of Wealth Management at Quintet Luxembourg

Thomas Klein appointed Group Head of Asset Servicing & Financial Intermediaries

Credit Suisse chief economist Switzerland and ex-Olympian exits UBS

Claude Maurer is leaving the megabank after more than 18 years.

Brookfield Oaktree loses Greater China wealth

She had joined from US fund house Pimco, where she led the Greater China wealth business, and before that worked at Goldman Sachs Asset Management and Man Group.

additiv strengthens UK presence with new London office and appointment of Pierre Dufauret as UK Market Head

These strategic moves underscore additiv’s commitment to strengthening its presence in the UK market and supporting its growth ambitions in the region.

Bordier UK appoint Ian Heap as CEO

The appointment is subject to FCA approval.

Hypothekarbank Lenzburg AG announces changes in management

In view of his approaching retirement, Rolf Bohnenblust has decided to step down from the management of Hypothekarbank Lenzburg at the end of 2024.

The new head of the Federal Treasury comes from within

This marks the end of the era in which the unit was led by a dual leadership.

Executive Moves