Managers of Wealth

Ocorian’s Charlotte Cruickshank appointed Global Head of Fund Onboarding and Solutions

She has an extensive background in fund administration

JPMAM appoints ANZ CEO

He joined the firm in London in 1998, and served in a variety of finance, strategy, project management and operations roles across the business.

Zurich PB appoints CEO

The previous incumbent Gustavo Tavares, who held the role for three years, chose to leave the bank to pursue opportunities elsewhere.

Affinity Private Wealth appoints Associate Director

Jon brings with him 18 years of industry experience, with particular expertise in alternative investments, fund research and portfolio management.

Credit Suisse AM names thematics manager as equity head

Angus Muirhead will take over from Filippo Rima as head of equities on 1 September.

Robeco Poaches Sustainability Team from UBS

Asset manager Robeco has poached back an expert from UBS to lead its expanded sustainable investment research team in Zurich.

JPMAM appoints new Australia and New Zealand CEO

Andrew Creber was most recently APAC deputy chief administrative officer at the firm

Swiss Re Appoints New Trade Finance Chief

The appointment will take effect from August 18.

Leading wealth manager bolsters regional offering with senior hires

A leading wealth manager with £16.5 billion in funds under management, has announced the appointment of two new hires to its offices in the North West and Edinburgh.

Cohen & Steers Appoints Head of Wealth Management Consulting Group

Mr. Kuberski brings more than 20 years of experience as a business development leader in the investment industry.

Broadridge boosts board

She is an experienced financial markets regulator, former SEC Commissioner, and recognized authority on financial markets regulatory issues.

Co-founder departs WealthO2

The pair were already existing shareholders and brought over 50 years combined experience in the fields of financial planning technology, platform and investment banking.

Quilter Cheviot bolsters business development team

They will be responsible for providing support around regulatory and business challenges and working closely with Quilter Cheviot’s investment management team.

Itaú Names New CEO at Swiss Wealth Arm

The Brazilian bank appointed a former UBS wealth manager to run its Swiss private bank, finews.com has learned.

Inyova Hires Marketing Expert in Expansion Bid

The impact investor fintech is hiring a marketing chief, following its plan to expand into other European markets.

PNC Rebrands Wealth Businesses as Lenders Vie for Rich Clients

Don Heberle will head the newly branded PNC Private Bank

Credit Suisse Unit Appoints After Greensill

A Credit Suisse managing director, Muirhead takes over the job from Filippo Rima, who in turn last month took over the top fund job in Switzerland as well as Europe, the Middle East, and Africa last month.

HSBC manager who wrote 48-page report about racism in the workplace quits

Ian Clarke resigned in an email sent to about 1,000 staff and senior managers

DBS names new Independent Director to Board of Directors

Judy Lee, banking and risk management veteran, to join DBS Boards on 4 August 2021

Nomura Continues Push into Wealth Management with New Hires

In January, the firm had announced the hiring of over 20 wealth management professionals into the business as part of the expansion plans.

Executive Moves