Managers of Wealth

KPMG appoints Jonathan Bernsen to lead Swiss TP team

Jonathan Bernsen has joined KPMG Switzerland to head its transfer pricing team.

Schroders poaches from Pictet for HK CEO role

Amy Cho, Schroders newly-announced Hong Kong CEO, is Pictet Asset Management’s head of business development for Asia-Pacific ex-Japan.

Khaya Gobodo to succeed Dave Macready at Old Mutual Wealth and Investments

"He is the recipient of the prestigious 2018 manager of the year award at the recent Annual achievement awards of the black management forum for his contribution to the achievement of transformation and managerial leadership development in South Afri

UBP Is Said to Hire About 15 Bankers From BNP Paribas in Asia

UBP in April hired a team of six from Standard Chartered Plc in Singapore, accelerating a push that started with the 2015 acquisition of Coutts International.

Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.

EFG International appoints Chief Risk Officer

Switzerland on 10 November 2018 and stepped down from his role as Chief Risk Officer and member of the Executive Committee of EFG International as of that date.

Taxand hires René Matteotti as new counsel in Switzerland

René Matteotti, a lawyer and University of Zurich professor, will move to Tax Partner, Taxand Switzerland.

Mirabaud hires private banking team from rival

Nicolas Mirabaud, appointed Managing Partner and Head of Wealth Management for the Mirabaud Group from 1 January 2019

Trading Places: Hampden & Co hires director from UK's oldest private bank

Hampden & Co has hired a senior banker from rival private bank C. Hoare & Co, the oldest institution of its kind in the UK.

Former Raiffeisen selector joins Swiss cantonal bank

Meanwhile at Raiffeisen Switzerland, Patrick Volkart has recently assumed the role of head of product research.

Edmond de Rothschild pursues its business line convergence strategy

Place its three specialised real estate subsidiaries under single management

Brooks Macdonald managing director steps down

Brooks Macdonald chairman Chris Knight thanked Holmes for his contribution from the firm’s early days and his leadership of the UK’s investment management business since 2008.

Ex-Pictet thematics PMs join Natixis IM to lead new push

Natixis IM said that there is growing demand for thematic strategies, and the new recruits bring with them a wealth of experience, having collectively run more than €21 billion in this space.

Raiffeisen CEO Hastens Departure

The 56-year-old Swiss banker's planned departure at year-end was hastened when his romantic relationship with a woman who was until five months ago a Raiffeisen board director emerged.

Tilney continues focus in Scotland with new hire

Tilney is one of the largest wealth managers in Scotland and one of a handful of firms with an office presence in the nation’s three largest cities: Edinburgh, Glasgow and Aberdeen.

BNY Mellon IM hires head of UK wealth managers and private banks

BNY Mellon Investment Management has hired Nick Thiem from Coupland Cardiff Asset Management as head of UK wealth managers and private banks.

Close Brothers appoints MD for German leasing business

His considerable experience and knowledge of the German leasing market make him perfectly placed to lead our team and help them continue to grow.

Edmond de Rothschild appoints head of HR

He previously worked at Crédit Agricole Indosuez Wealth Management.

Goldman Sachs Appoints New Regional Head of Wealth Management

Ferrero has been registered with the firm during his entire 28-year career in the securities industry, according to his BrokerCheck profile.

BlackRock promotes Parkin to head of iShares and digital wealth UK

Joined the firm in 2012

Executive Moves