Managers of Wealth

AllianceBernstein creates new global head of investments role

Equities head to take on remit covering equity, fixed income, multi asset and hedge fund solutions, investment solutions and sciences, plus the firm’s responsibility team.

Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors

Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

Accuro Announces Eight Promotions Across Jersey, Switzerland and Mauritius

Senior promotions include Una Smith who takes on the role of Client Services Director in Jersey

BofA appoints 334 new managing directors, down 8% from last year

The new promotions included 75 investment bankers and 64 employees from the trading division.

Two Long-standing Credit Suisse Executives Join U.S. Asset Manager

Both will be working from Zurich, according to an announcement on Monday.

Four Financial Advisors join UBS in Atlanta, Georgia

They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office

Changes in the Board of Directors of Baloise Holding AG

The Board of Directors has nominated Mr. Guido Fürer for election at the upcoming General Meeting.

Fisch Asset Management appoints new Co-Head Convertible Bonds

Prior to that, he spent four years as a convertible bond portfolio manager at Aberdeen Asset Management.

Experienced private banker quits Lombard Odier for Cité Gestion

Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.

Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.

Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.

Platinum appoints new CEO

In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.

Sarasin & Partners expands MPS and private markets teams

Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.

Mirabaud appoints UK portfolio management head

Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.

Credit Suisse banker takes investment MD post at boutique

Two former senior wealth managers at Credit Suisse have moved to Principal Asset Management, with one taking a top role at its specialist boutique Spectrum Asset Management.

Property boutique Helvetica’s CEO to step down after 17 years

Hans Holdener will take on a business development role after the handover.

New Head of Compliance role at Praxis Malta

She holds the International Compliance Association diploma in Anti Money Laundering, specialist-level certification from the Association of Certified Anti Money Laundering Specialists

IQ-EQ names new Chief Commercial Officer for the Americas

David’s promotion to CCO, Americas will see him join IQ-EQ’s U.S. senior leadership team, where he will work closely with the wider team continuing to build on the firm’s solid growth in the U.S. and implementing further strategic growth

Maybank appoints wealth management head Alvin Lee as Singapore CEO

As a member of the group executive committee, he will report to Maybank’s president and group CEO Khairussaleh Ramli.

Itumeleng Merafe takes reins at Investec Private Bank

Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.

Indosuez hires global head of external asset management

He holds master's degrees in finance and business law and tax from the University of Bordeaux.

Executive Moves