Managers of Wealth

Geneva WM hires ex-EFG private bankers

The two new employees said: ‘We are very excited to join the group and contribute to its expansion in Iberia & Latam.'

Winterthur WM restructures and appoints board

The company's offerings include a joint project with ZKB.

Allfunds appoints Chief Financial Officer

The evolution of Allfunds during these 20 years has been impressive and their constant commitment to innovation and digital solutions sets the standard in fund distribution.

The Goldman Sachs 2020 Partner List

27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.

Smith & Williamson appoints Forensic Services team head

David Alexander, a chartered accountant and certified fraud examiner, joined Smith & Williamson’s Forensic Services department in 2008

New Raymond James trio launch branch in Manchester

Tom Illingworth began his career in investment management at Brown Shipley

UK wealth manager to exit ‘competitive’ adviser market

Firm’s professional intermediary distribution channel will close in June 2021

Close Brothers appoints new sales director in Northern Ireland

Frank has over 22 years of experience in finance.

Veteran Private Banker Exits at Safra Sarasin

Controlled by 82-year-old family patriarch Joseph Safra, the bank has been a hotbed of change in the last year.

UBS Investment Specialist Joins Pictet

According to the report, Tan's move follows the relocation of Pictet senior fund analyst Sébastien Gentizon back to the firm's Geneva office, following four years in Singapore, where he was responsible for the bank’s global, Asian,

HSBC Global Asset Management Strengthens Research

The research and insights team will work closely with the responsible investments team in the creation and publishing of analysis on sustainable finance, and house the firm’s portfolio reporting team.

Dynasty Financial Partners Promotes Senior Industry Leader, John Sullivan, to Lead Business Development

He will report directly to Dynasty Financial Partners’ President & CEO Shirl Penney.

Smith & Williamson International appoints Matt Falla as Director and MD

Matt has replaced Aidan McAvinue who moves to become a non-executive director of SWI.

A&J Wealth poaches investment director from Kingswood

Joining Matthew Butcher's team

Citi Private Bank appoints LatAm discretionary solutions head

Its Latin America business, headed by Jose Ernesto Fuentes

Veteran Exits Leonteq

In 2018, he was the company's highest earner, taking home nearly 2.27 million Swiss francs ($2.5 million).

Mattioli Woods appoints Chris White as investment director

Before his stint at Premier Miton, Mr White managed a range of funds at Columbia Threadneedle and prior to that, Legg Mason.

Brown Shipley taps Julius Baer regional boss to head Manchester

Brown Shipley has hired Martin Cuthbert as head of its Manchester office, replacing Nick Cringle who left the business in October.

Credit Suisse Hires Ex-JPMorgan Veteran for Brazil Private Bank

He was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.

Award winning chartered accountants expands private client legal services team in London

The firm brings a holistic blend of legal, tax and financial planning that clients increasingly need.

Executive Moves