Managers of Wealth

Quick Advisors boosts team

Dixon brings with him 16 years of experience in asset management, family office services, and private banking.

Andrea Orcel designated Chief Executive Officer of UniCredit

The committee noted in particular Andrea Orcel's exceptional credentials, strong leadership and deep knowledge of the challenges and opportunities in international financial services.

Zurich advisor appoints ex-UBP Zurich CEO as partner

The company also said that for its 2021 expansion plan, it is searching for new advisors

Rathbones appoints new Non-Executive Directors to Jersey Board

He became Senior Partner, also leading the sale of the fiduciary business and the grouping of KPMG firms in offshore jurisdictions.

Schroders Personal Wealth regional boss joins boutique

Dan Stokoe, head of Schroders Personal Wealth's central and east region, has joined Perspective Financial Group.

Northern Trust Expands Family Office and Private Investment Group

Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.

EQ Investors appoints ex-Brewin analyst as research head

Victoria Hasler takes up the newly created post, leading a team of analysts and playing a pivotal role in portfolio construction.

Two Wealth brings top bankers on board

Schmid is of great value for the planned expansion of Zwei Wealth.

Banque Cantonale Vaudoise appoints President

At the beginning of 2022, she will replace Jacques de Watteville , who has chaired the committee since 2018 and will reach retirement age this year.

Swiss Bank Taps Veteran as New Chair

She is a Chartered Financial Analyst and Financial Risk Manager, and completed Wharton Business School's advanced management program.

Generali shakes up AM unit as group CIO resigns

Italian group announces new organisational structure with Carlo Trabattoni promoted to lead consolidated asset and wealth efforts.

Cantonal bank appoints UBP veteran as board chair

Eftychia Fischer was head of asset management at UBP and held managerial positions at Julius Baer, EFG and JP Morgan.

Sionic adds award-winning wealth experts to Jersey leadership team

This expansion of the leadership team also increases the range services Sionic offers to the Jersey market

BNP Paribas Wealth Management Hires Hong Kong CEO

Yong-Haron was most recently with Standard Chartered where he was a market head for Greater China and North Asia for over four years.

Aberdeen Standard Investments Appoints CEO of Asia Pacific

In his role as Chairman Asia, Hugh will continue to champion ASI’s business in the region.

Finantix adds Guillaume Namur and Fabien Guy to Swiss leadership team

Their appointments come at a time of continued growth in Switzerland with the team’s ongoing focus on client delivery, innovation, investment and research and development.

HSBC is expanding its asset management staff in Switzerland

Prior to that, Flury was Portfolio Manager for the Pictet Asset Management, Health and Biotech Fund.

BKB Implements Executive Board Reshuffle

Berger's old charge will be led on an interim basis by Joerg von Felten, head of legal and paralegal.

Lombard Odier Investment Managers bolsters institutional sales team with two senior hires

The hires coincide with the upcoming launch of innovative sustainability strategies, including credit and tracker plus equity strategies seeking alignment with the Paris Agreement

Senior Adviser joins Rothschild & Co

Richard has over 30 years’ experience in global capital markets

Executive Moves