Managers of Wealth

Broadridge boosts board

He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.

Hiscox names new art & private client distribution lead

The newly created role covers Hiscox UK’s ‘Art and Private Client’ (APC) division, which encompasses its high net worth home, motor and fine art lines, sold via brokers and direct to customers.

Zuger Kantonalbank: Head of corporate clients disembark

After eight years, he is leaving the bank at his own request with immediate effect in order to devote himself to new tasks outside the bank, as we learned further.

Smith & Williamson continues Forensic Services team expansion with senior hire

Jenny has a particular specialism in the not-for-profit-sector, having spent some time out of the profession as finance director of two charities.

Credit Suisse, Star Credit Trader Part Ways

The Swiss bank is parting ways with a credit fund overseen by star trader Hamza Lemssouguer, after its planned launch was stymied by trouble at the wider asset management unit.

Head of Zuger cantonal bank's corporate clients exits

Adrian Andermatt had been at the firm since 2013 and was appointed to the executive board in 2017.

SJP partner leaves following investigation into lead site

Other issues with the website included its use of the Financial Conduct Authority logo, which is prohibited, according to the regulator’s rules.

Close Brothers appoints MD in Mayfair office

He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds CISI diplomas in derivatives, fund management, and regulation & compliance.

Société Générale CIO joins Woodman Asset Management

Alan Mudie will become investment head at the Swiss firm.

Zwei Wealth hires ex-CEO of CS division as partner

Zwei Wealth said that he brings expertise in sustainability, financial planning and complex client situations.

AHR Private Clients appoints new Operations Director

In his new role, Rees will oversee the development and delivery of AHR’s client solutions, ensuring the business delivers a best-in-class approach to whole of market, unbiased financial advice.

Iress appoints head of product design

Before that, Amir was head of user experience at another technology consultancy DiUS Computing where he was responsible for building and growing their design capability across Melbourne and Sydney.

Credit Suisse Appoints Southeast Asia Private Banker

Tan has 19 years of experience in the financial sector including institutional sales and investment consulting with high and ultra-high net worth clients in Thailand and Singapore alongside family offices.

SocGen PB investment strategy head Mudie exits for Zug IAM

He will also be a member of the executive committee, subject to Finma approval.

VP Bank Poaches Heavy Hitter From KPMG

Previously spent five years at the Swiss central bank, both in compliance and in operational risk and security.

LO hires two equity PMs to grow CHF 10bn AUM platform

D’Aligny joins the European equities team. He was previously a partner and lead portfolio manager at Sycomore Asset Management.

Edmond de Rothschild Group appoints new CEO

Edmond de Rothschild Group has named François Pauly as its new Chief Executive Officer (CEO).

Lombard Odier expands Global Equities team

These appointments reinforce our commitment to be a leading global equity house and provide investors with differentiated high-conviction strategies

Wealth Manager Joins First Republic

Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.

$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan

By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.

Executive Moves