Managers of Wealth

WMS Partners Adds Four New Employee Shareholders

Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”

Tilney Smith & Williamson hires a new investment director

From EFG Private Bank

Ruffer investment director joins Berkshire wealth manager

She says big wealth managers are too focused on increasing AUM

IQ-EQ appoints new Global Head of Transformation for strategic growth

Frédérik will be based in the Luxembourg office and will be working closely with another new hire Joanna Macleod, IQ-EQ’s Group Chief Operating Officer.

UBS Nabs Deutsche Bank Wealth Manager

Wilke, who advised high-net-worth individuals at Deutsche Bank for more than twenty years, joins the Hamburg branch of UBS Europe.

Abrdn names former Coutts CEO as financial planning boss

At Abrdn, she will be responsible for leading the financial planning arm.

ClearView appoints new Chief Risk Officer

She will lead the Group Risk and Compliance team, oversee risk management operations and continue building the group’s strong risk culture.

Goldman Sachs appoints executive director of private wealth management in Dubai

Prior to Goldman Sachs, Ahmed worked at BNP Paribas in Dubai for more than eight years

Harbourfront Wealth Welcomes Executive Managing Director of Tax & Wealth Planning

He is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can

Credit Suisse unveils new wealth management structure

He is now chief operating officer of the Swiss private banking business.

Key Private Bank named regional sales leader for Central New York

She is responsible for leading the sales and service efforts of Key Private Bank

Swiss group hires former Allfunds selector to replace fund research head

Current selection chief Dalibor Kolcava is leaving the firm after 12 years.

Objectway appoints CEO for the DACH region and Group Banking Practice Leader

Karl joins Objectway’s management team to develop and execute the group expansion strategy in the DACH region and in the core banking market in Europe.

Geneva PB hires credit development head to expand offering

He previously worked at Migros Bank for 25 years, during which he also headed the private clients department and later joined BCGE.

Deutsche Bank Hires Credit Suisse’s Trio to Woo Saudi Ultra-Rich

A Geneva-based team from its Swiss rival will join Deutsche Bank’s offshore team on March 1.

Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management

Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.

Peltz wins Janus board seats, gives up position at Invesco

Peltz and Trian CIO Ed Garden have now joined Janus’s board.

Aubrey Capital Management appoints new investment manager from UBS

Wilson takes over from John James

Google cofounder Sergey Brin’s family office to open in Singapore

He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.

New Chair of Guernsey Green Finance Strategy Group announced

Deputy Moakes, who is Chair of the Financial Services Forum and also the financial lead for the Committee for Economic Development, is known for his support of the green/blue economy and sustainable finance.

Executive Moves