Managers of Wealth

UBS U.S. Investment Strategy Head Leaves

Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.

Lombard Odier Hires Ex-Chief Bank Lobbyist

His responsibilities at Lombard Odier include monitoring and implementing legislative and regulatory changes that affect the bank, and deepening dialogue with trade groups and officials.

Neuchâtel WM appoints ex-Lombard Odier AM head as chairman

He succeeds Daniel Bürki, who is leaving after 14 years at the company.

Zurich adviser appoints three board members

Zurich-based firm The Singularity Group has expanded its advisory board with three new members.

Barclays Swiss Overseer Rockets to Top Wealth Job

Barclays Private Bank is well-established as a quality private bank and partner to Global Ultra-High Net Worth Individuals

Schroders appoints head of private debt

She brings a depth of experience in private debt to Schroders.

GAM Star Credit Opportunities research team expands

He will analyse corporates, with a particular focus on the hybrid debt of investment grade issuers.

UBS's Bob McCann to step down from chairman Americas role later this year

The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.

Revealed: Sarasin's £2bn fund boss and Top 100 star exits firm

Sarasin & Partners head of third party funds Lucy Walker has left the firm after nearly a decade, with large outflows hitting both of her fund-of-funds strategies over the past year.

De-Wired: $1-Bln UBS Trio Joins Stifel, $675-Mln Morgan Stanley Quartet to RBC

Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.

AHR Private Wealth appoints new Chief Investment Officer

Ramsey will oversee the AHR’s investment strategy, with the simple but impactful aim of reducing risk, improving client returns and decreasing costs.

Avaloq creates new Global Business Consulting function

The new service complements Avaloq’s award-winning digital banking solutions, including its market-leading core banking software as well as its Business Process as a Service (BPaaS) and Software as a Service (SaaS) solutions.

Julius Baer names new UK private client and office heads

The Swiss private bank has appointed London boss Alan Hooks to the newly created role of head of private clients and promoted Gordon Scott to regional office boss.

Zedra appoints new director to spearhead aviation and marine structuring growth

With a detailed understanding of the particular needs of this specialised sector, Edward’s appointment reflects ZEDRA’s commitment to developing its business across these markets.

DWS Switzerland appoints CEO

He joined DWS as global head multi asset & solutions in July, and will keep performing this role too.

VZ Group appoints new executive board member and expects dividend increase

The firm’s profit rose significantly, compared to the first half of 2019.

HSBC PB names new Singapore, Malaysia market heads

The bank has found replacements for Chow Shang-Wei, who left the bank earlier this year and is now Deutsche Bank’s head of wealth management for Southeast Asia.

Fiduciary Trust appoints Senior Portfolio Manager in New York

Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.

Klaus Wellershoff is the successor

Klaus Wellershoff, the well-known ex-chief economist at UBS, who founded Wellershoff & Partners in 2009

1fs:Wealth boosts Board

He co-founded the long/short hedge fund Delta Partners

Executive Moves