Managers of Wealth

Credit Suisse Veteran Joins BNP Paribas Wealth Management

BNP Paribas Wealth Management has named Lars-Christian Schnieder as its new head of credit structuring for Germany.

DWS makes new sustainability appointments in reshuffle

The German asset manager has handed new titles to four sustainability specialists.

Partners Group's Greater China private wealth head exits

The firm's Greater China private wealth head is leaving after two years, where she first joined as a senior client relationship manager.

Former Deutsche Bank NRI banker to join J Safra Sarasin

The banker will join in September, where he is expected to continue covering the wealthy diaspora.

Deutsche Bank recruits senior NRI banker from Julius Baer

The senior banker joins Deutsche Bank's global Asia team in Singapore.

ZKB Recruits Lead Portfolio Manager for Thematic Fund from UBS

At the beginning of August, Zürcher Kantonalbank has appointed Holger Frey as the new lead portfolio manager of the sustainable «Swisscanto (LU) Equity Fund Sustainable Water».

Bank von Roll expands

Bank von Roll is strengthening both its client advisory team and its board of directors.

Ethos hires ex-UBS banker to manage German-speaking relationships

Nathalie Graf took charge of relations with German-speaking members and clients this month

SJP plots fund manager hires as Polaris range hits £80bn

Less than three years after launching, the wealth giant’s multi-asset fund range has overtaken rivals like Vanguard

Liechtenstein IAM appoints ex-bank CEO as chair

Pietro Leone, who spent 14 years as a member of the executive board at Neue Bank in Vaduz, has now taken the post at SSI Asset Management in Balzers.

Schroders Appoints Head of Operations for Asia Pacific

Based in Singapore, she reports to global head of platform services Dionne Smith and global head of platform change Keith Frimpong.

Credit Suisse's Former Qatar Branch Chief Joins UBP

UBP has appointed Arfat Qayyum as the senior executive officer of its Dubai office

CHF 50bn institutional adviser hires Dynagest CEO

Aymeric Converset, who recently left One Swiss Bank’s Dynagest unit, has become a partner and deputy CEO at MBS Capital Advice.

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Until this past July, Concesi served at the investment bank as associate market executive in the Wealth Management Miami & Islands division

J.P. Morgan Nets Ex-HSBC Private Banker

He joins the bank’s China team in the Hong Kong office to cover ultra-high net worth clients.

Allianz GI creates new department for Björn Jesch

Former DWS Switzerland chief Björn Jesch will head the newly created product solutions and marketing division.

W1M pushes private wealth expansion with RBC Brewin Dolphin hire

Ex-UBS financial planner Keith Sheehan joins as wealth manager in the private wealth team.

Simon Quick Advisors Names Benjamin F. Renzo, Esq. as Head of Family Office to Strengthen Risk Management and Family Office Services

Strategic hire enhances Simon Quick's capabilities in serving ultra-high-net-worth families, entertainers, and professional athletes with tailored family office solutions

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

Bergos Private Bank: Merrill Lynch Veteran Becomes New Chairman

He previously served as CEO of Merrill Lynch Bank (Suisse) in Geneva and Union Bancaire Privée (UBP) in Zurich.

Executive Moves