Managers of Wealth

Perks Private Wealth welcomes new Chair

As the next exciting step in its continued progression, senior investment executive, Christo Hall has been announced as Chair of its Investment Committee.

SVM Asset Management appoints Sales Manager

He will be working alongside Head of Sales & Marketing Giles Robinson, and the two will have responsibility for client relationships, with McFarlane focusing his efforts on clients in the North of England, Scotland and Northern Ireland.

Tilney Smith & Williamson expands business development team in the North West

At Tilney Smith & Williamson, Bickerstaffe will be responsible for developing the Group’s strategy with external IFAs in the North West.

UBS Nabs $1.8B Wells Fargo Private Bank Team

Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.

Paribas Asset Management appoints Global Head of Sustainability Research

He will be responsible for BNPP AM’s Sustainability research agenda and ESG scoring platform, and manage its team of ESG analysts.

Private equity veteran joins Lausanne boutique

Ulrich Mogwitz is a senior investment director, and specialises in lower mid-market companies in Germany, Austria and Swizerland.

HSBC Boosts Wealth Management Team in Singapore

The bank has made two senior hires in newly created roles at its Wealth and Personal Banking business in Singapore, to drive its Asia wealth ambition.

Mirabaud M&A advisory arm hires managing director

Benoît De Courcelles previously worked at Lazard as an adviser and Goldman Sachs before moving to corporate M&A.

At Credit Suisse, Archegos Sparks More Departures

Anerella will focus on stabilizing the franchise, delivery of remediation actions and repositioning the business to deliver the highest level of service to our clients.

Veteran UBS Treasurer Joins Risk Consultancy

In his role, he will utilize these skills to deliver the newly launched Board of Directors Training to our clients.

G+E Wealth Management Recruits Financial Planning Director

He has spent more than 30 years in the industry, having started his career as a clerk in Knaresborough.

Wealth Management Team Led by Ed Wentzheimer Joins First Republic in New York

Sebastian Komuda was named Vice President and Wealth Manager. Amanda Ricchiuti was appointed Client Relationship Director and Lauren Murphy joined as Senior Client Service Associate.

BlueBay further bolsters structured credit and CLO unit

Asset manager hires specialist in asset- and mortgage-backed debt to drive development of fixed income team.

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

Based in UBS’s Miami office, the team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.

Nomura Adds Private Banking Duo

The hires are part of Nomura’s ongoing wealth expansion and goal to triple assets under management by March 2025.

Ex-UBS Chief Sergio Ermotti Shifts from Banker to Statesman

The former CEO of UBS, Sergio Ermotti, had promised a blackout after leaving the Swiss wealth manager at the end of October.

LVMH Names New General Counsel in Legal Leadership Refresh

The luxury goods giant has also appointed a new executive vice president for administration and legal affairs.

Apex Group appoints former Investec Bank executive in trio of Digital Banking hires

Formerly Chief Operating Officer at Investec Bank Plc, Alistair worked on a number of key digital initiatives

Banque Syz hires trading head from digital bank

Valérie Noël previously spent 14 years at Syz and 10 years at HSBC.

Merrill Lynch Wealth Management Recruits Citi Private Banker in SF, Loses Teams to Janney, Sanctuary

The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.

Executive Moves