Managers of Wealth

Apex Group appoints two to Executive Committee

The promotions of Rosie and Vikita are further evidence of the excellent pool of talent we have built across the Apex Group

Taylor Wessing builds leading EU private wealth team

The new arrivals, which will be based in London, will join the firm between now and February 2021.

Geneva WM names three members to executive advisory board

Julien Tron, Guillaume Dubray and Jean-Yves Bonvin will join on 1 February.

UBS Boosts Diversity as Current Head Exits

She replaces Carolanne Minashi

Former Vanguard CEO joins Tilney Smith & Williamson board

Bill McNabb joins the firm as a non-executive director as the merged group readies for a growth phase.

UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

Lynn is a great asset to our market.

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

RBC moves Gail McCourt into top-level role

She will lead RBC Wealth Management’s fiduciary management and technical trust teams in the Channel Islands

Julius Baer hires six Relationship Managers

Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.

J Safra Sarasin hires PM for two thematic funds

Daniel Lurch has experience as an analyst in cyclical sectors.

Zurich WM hires two managing partners

Blackfort has hired Sebastian Schmuki and Wanja Eichl.

Octopus Ventures announces new Co-CEO

Our growth and Emma’s arrival is down to one thing: the massive opportunity we see in European tech.

IQ-EQ names Deputy Managing Director for Switzerland

She is also a member of the IQ-EQ Switzerland board.

Schroders hires Natalie Howard to lead new Real Estate Debt platform

Based in London, Natalie will be responsible for building a full service, real estate debt platform

Credit Suisse Bolsters Investment Banking in Japan

The team will focus on equities underwriting and quick-to-market placements.

Nomura Builds International Wealth Management with Key Hires

The division aims to differentiate itself by delivering institutional level solutions through alignment with the firm's Global Markets and Investment Banking divisions to bring value to entrepreneurs and family offices representing UHNW and HNW clien

Credit Suisse Bolsters Investment Bank in Japan

Credit Suisse is also hiring Yasuhiro Kuroki as head of retail, consumer products and services coverage in the unit

Julius Baer Raids Credit Suisse for Latin America

The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.

Birketts appoints private client partner

Deborah will be joining one of Birketts’ most experienced divisions, with dozens of services available to clients seeking to manage their personal wealth.

Suntera Global appoints Global Head of Marketing

She has over twenty years’ experience in marketing.

Executive Moves