Managers of Wealth

JM Finn's former chairman to join wealth management start-up

In his role as joint chairman, Edgedale will work with Michael Kerr-Dineen, the existing Vermeer chairman

Golding opens Swiss office and appoints Head of Switzerland

Professional investors in Switzerland can now benefit from its proven expertise in private investment markets via the new Zurich office.

Ex-CS direct banking head joins IAM's board of directors

Mario Crameri has joined the board of directors of Swisspartners.

Ex-Credit Suisse Executive Snaps Up Board Job

Crameri is ideally positioned to spur Swisspartners' digitization because he is at the crossroads of technology and business, Chairman Martin Meyer said.

Credit Suisse Rehires Investment Banker

His hire contrasts with widespread defections at Credit Suisse's investment bank following more than $5 billion in losses on Archegos, as well as a $10.1 billion Greensill fund disaster at its asset management arm.

Clarence Nunn Named Head of Diverse Segments for Wells Fargo Wealth & Investment Management

Nunn to set strategy, manage and grow partnerships for clients and prospects

Morgan Stanley Private Banker Sheds Role for Relocation

Wai remains with the firm but will relocate to Australia for family-related reasons.

ZEDRA appoints new Head of Funds for Guernsey

The funds team also supports the Guernsey Green Funds initiative which aims to provide greater access to green investments to end investors.

KPMG appoints new wealth and asset management partner

He will lead the firm’s risk and compliance advisory capability in this sector as client demand continues to soar.

Sanctuary Wealth Welcomes Ausperity Private Wealth

Deutsche Hires Pictet's Ex-CEO in Singapore

Jooris was most recently CEO of Bank Pictet in Singapore, a job he left in January following a regional shakeup last year at the Geneva-based wealth manager.

JTC Makes Key Appointment to Lead Isle of Man Office

In his new role at JTC, Aidan will provide leadership to the team with a view to identifying and securing further growth opportunities for the Isle of Man office.

Trustmoore appoints co-head of Multi-Family Office services team

He has over 24 years of experience in private banking in both The Netherlands and Switzerland.

Investec appoints CIO as it creates investment and research unit

“This is a very important appointment for us, key to our ambition to grow our market share, and Stacey will play a significant role in shaping the future of Investec Wealth & Investment.”

Bank Director Steps Down Amid Vatican Scandal

The Board of Directors respects his personal decision

Standard Chartered Adds ASEAN Private Banker

Standard Chartered added a private banker focused on the south and southeast Asia market, joining most recently from Bank of Singapore.

Wealth management group makes trio of hires; New assocaite director at planning and development consultancy; and more

Birmingham planning and development consultancy Lichfields has announced a senior appointment.

State Street Appoints New Country Heads for Germany, Luxembourg and Switzerland

Andreas Niklaus has been appointed as the country head of Germany.

AJ Bell creates deputy CEO role in board reshuffle

He will support CEO Andy Bell with the development and execution of the company’s strategy to drive the future growth of AJ Bell’s platforms.

Swiss private banking CEO steps down

The net results include an extraordinary gain from the sale and lease back transaction that Pictet executed during the first quarter of the year concerning its main building in Geneva.

Executive Moves