Managers of Wealth

LGT Plucks CEO of Rival Bank

He has been a member of the Board of Management of Liechtensteinische Landesbank since 2009

Changes to the UBS Board of Directors

Claudia Böckstiegel and Patrick Firmenich to be nominated for election to the Board of Directors of UBS Group AG and UBS AG at the upcoming Annual General Meeting

Cazenove Capital boosts regional presence with five strategic new hires

This latest recruitment drive follows Cazenove Capital’s announcement that it had recruited five senior hires in October 2020, as part of its long-term regional growth strategy.

Stonehage Fleming Appoints Wholesale Business Development Director

Steven Brown, said: “I am extremely pleased to be joining the firm to champion the further expansion of the Global Best Ideas Equity Fund amongst the wholesale investment community in the UK.

Brown Shipley taps HSBC director for Manchester office

Sam Fearon joins the wealth firm after 13 years with HSBC’s Northwest private banking arm.

Mediolanum International Funds appoints new Head of Multi-Manager function

Limbu has over 25 years of industry experience across investment, wealth management and capital markets.

Credit Suisse expands ESG specialist team with new hires

The five will join the bank's Sustainability Strategy, Advisory and Finance (SSAF) function, be based in Zurich and report into Daniel Wild, Global Head of ESG Strategy.

Butterfield Expands Trust Team With Two Senior Hires

As Vice President, Strategic Relationships, she will play a key role internationally in developing relationships between Butterfield and financial intermediaries and advisers serving high net worth families.

Sandaire founder Alex Scott joins board of new global family office network

Scott has been named director of the International Federation of Family Offices launched earlier this month.

Jupiter refreshes sustainability proposition with strategy restructure and fund manager promotions

Jupiter is committed to providing a strong team of specialist analysts to support the strategy.

Ex-Falcon-CEO Joins Swiss Private Bank

The board of directors of Ihag Privatbank has appointed 53-year-old Martin Keller, most recently head of the defunct Falcon Private Bank, as its new CEO, the financial institution announced Friday.

RBC Wealth Management Appoints Head of Private Client Fiduciary Services

Ms McCourt is based in Jersey and will report to Dave Thomas, CEO, RBC Europe.

Bonham Carter takes up chairman role at Netwealth

He is also senior independent director of Land Securities Group and ITV, alongside other advisory and leadership roles.

Former Falcon CEO resurfaces at Zurich PB

He succeeds Daniel Lipp, who left the firm.

Credit Suisse makes five hires to boost ESG strategy efforts

Swiss group announces host of hires from Robeco and Nordea as part of plans to strengthen the bank’s sustainability efforts.

Guy Foster named Brewin Dolphin chief strategist

Davina Rich appointed head of research

Louis Green Joins UBS as a Financial Advisor in New York

Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.

Saracen Fund Managers hires new Business Intelligence Manager

Taylor was previously an Investment Manager at Investec Wealth & Investment in Edinburgh from 2013 to 2020 and before that was part of a Quant team at UBS Global Asset Management in New York.

AHV investment strategist moves to Union Bancaire Privée

He has around 25 years of experience in its field.

Equiom appoints Joe Cheung as new Location Head in Hong Kong

Joe is also a team builder who took charge of multiple offices in Asia as well as integrating and managing large teams in Hong Kong and China.

Executive Moves