Managers of Wealth

Swiss equity boutique appoints fund manage

It has also hired another member of the management team.

Ex-Barclays Private Banking Heavyweight Resurfaces

Haider is a 20-year private banking veteran and was previously the Southeast Asia head of private wealth with J.P. Morgan.

Martin Gilbert joins River and Mercantile as Deputy Chairman

He is currently Chairman of Revolut Limited and Senior Independent Director at Glencore PLC, as well as Chairman of Toscafund.

Aviva Investors' Munro joins Newton as CEO

Munro is replacing Hanneke Smits who stepped down from the role in October to become head of BNY Mellon Investment Management

Wealth management firm adds three non-executive directors

The new appointments follow the recent appointments of Ravi Tara

Aegon Asset Management appoints Head of Inclusion & Diversity

Hudson joins Aegon AM from Invesco where she was EMEA Head of Diversity & Inclusion since 2018, establishing the company’s extensive I&D programme.

Top Banker Leaves Genevan wealth manager

The move follows a shakeout initiated last year with the entrance of heavy-hitter Fong Seng Tee last year.

Fiduciary Trust International Appoints Washington, DC-Based Regional Managing Director

Mr. Powell is a past president of the Washington, DC Estate Planning Council. He graduated from The College of William & Mary with a BA in Economics.

BNY Mellon Wealth Management Announces Senior Client Strategist in Dallas, TX

Charmaine earned a Bachelor of Science degree in Finance and Accounting from New York University's Stern School of Business.

Baker McKenzie appoints Global Chief Operating Officer

She will take up her new position with effect from 1 February 2021 and will remain based in London.

Zurich IAM’s founder hands control to second generation

WHVP, which is SEC-registered, focuses on clients from the USA.

Seba Adds Ex-UBS Private Banker to Board

Karkhanis, who founded wealth consulting firm Wir Advisory after leaving UBS last year, rounds out Seba's board as its eighth director.

Genevan Boutique Heads for Zurich

A four-year-old Genevan wealth manager is setting up in Zurich, finews.com has learned. It is nabbing a former Julius Baer veteran to do so.

Capital Markets Lawyer Jumps to Rival Firm

White-collar law firm Kellerhals Carrard is expanding its capital markets expertise by poaching from a Swiss rival.

Higgs & Johnson Announces New Co-Managing Partner and Partner Expansion

This appointment reflects Higgs & Johnson’s response to its continued growth and preparation for its further expansion.

Former Guardian Wealth managing director joins Blacktower

Pluck added: “Having taken the time to look at our industry landscape and ever-changing regulatory requirements, it was evident to me that Blacktower is in a perfectly poised position to thrive in a post-Brexit environment.

Close Brothers Group appoints Mark Pain as an independent non-executive director

Effect from 1 January 2021.

Quilter boss to head up FCA panel

The Financial Conduct Authority has appointed Quilter CEO Paul Feeney as the Chair of its independent Practitioner Panel.

New Faces on Board at Marquez Private Wealth of Raymond James

In her role prior to joining Marquez Private Wealth of Raymond James, Veronica served as a wealth management associate at UBS Financial Services in Los Angeles.

Krissy Mashinsky Joins Focus Financial Partners Board of Directors

Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.

Executive Moves