Managers of Wealth

UBP appoints wealth co-head in Lugano

Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.

Helvetica Appoints New Chairman

An experienced asset manager is taking over as the new Chairman of the Board of Directors.

GAM Appoints Mirko Ranno as Head of Germany and Austria Distribution

His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.

Juan Alcaraz Steps Down as CEO of Allfunds and Will Be Replaced by Annabel Spring

The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June

UBS International Adds Adelino Dias as Financial Advisor in New York

Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager

Puma Investments appoints Jeremy Roberts as Managing Director

Jeremy’s appointment reflects Puma’s ambition to scale further and ensure a cohesive, high-performing offering focused on delivering high quality investment products for its retail investor client base.

Octopus manager exits for top IA private assets role

Private markets have seen exponential growth as companies and investors turn to them for capital, income, and diversification

DBS's head of managed solutions retires

The Singaporean bank's head of managed solutions, balance sheet products and investment governance has called time on his more than decade-long tenure.

LLB CEO to join Raiffeisen

After a near 15 year tenure with LLB, Gabriel Brenna has decided to pursue new a career as CEO at Raiffeisen Switzerland.

Robeco Appoints Singapore Country Head

Previously, she held senior roles at Loomis Sayles & Co, Aberdeen Asset Management, Deutsche Asset Management and Threadneedle Asset Management.

Two promotions at Julius Baer

Mr Trabold is taking on a new challenge as an Executive Director at Julius Baer, while remaining a Relationship Manager in the bank’s intermediaries team.

VG launches Capital Markets offering

VG launches Capital Markets offering with senior appointment and London presence

Group CEO of the LLB Group takes on new professional challenge

Gabriel Brenna has informed the Board of Directors of Liechtensteinische Landesbank AG (LLB) of his decision to pursue a new professional challenge.

Quilter Cheviot CEO to step down later this year

John Goddard announced as successor to Andrew McGlone

Allfunds Group: Leadership Update

Following a distinguished career at Allfunds in which he has led the firm to success and scale

 SimCorp promotes Dean McIntyre to Chief Commercial Officer

He will continue to report to Chief Revenue Officer Oliver Johnson.

Ex-Oddo Switzerland CIO joins fund boutique

Mourtaza Asad-Syed has joined Noble Capital Management, which focuses on gold, precious metals and derivatives strategies.

JP Morgan hires ex-UBS banker in Geneva

Juan Arana follows several other recent private banking appointments at JP Morgan in Geneva.

Germann Wiggli is the new Chairman of the Board of Directors of Bank WIR

Germann Wiggli was elected as the new Chairman, succeeding Marc Reimann.

Schroders value manager Andy Evans exits

Evans is leaving the £12bn global value team for 'personal reasons'.

Executive Moves