Managers of Wealth

Head of sales departs Crestone

Crestone confirmed the departure and said a new appointment to the position would be announced shortly.

Ninety One hires new Greater China institutional head from RBC

Evelyn Xia is moving from RBC Global Asset Management to oversee the growth of the Anglo-South African firm's institutional business in the world's second-largest economy.

JP Morgan Private Bank names Borja Martínez-Laredo as Menat Managing Director and Senior Banker

Having guided the merger of two predecessor brands, Borja was integral in the financial restructuring and governance of the resulting company

Zug IAM grows investment team with ESG hire

Tramondo has hired Patrick Rissi to lead the firm’s ESG initiatives, stock selection and fundamental analysis.

Financial Software boosts team

Though we have yet to all meet in person, whilst we continue working from home, they have both made a great first impression.

Two senior promotions at TISE

As COO, whilst retaining oversight of listing services, Mr Andrade will head up a new Markets and Products Department.

Sarasin promotes thematic fund manager as it names two partners

Alex Cobbold, the firm’s head of research and ESG integration and manager of its Digital Opportunities fund, has been made partner alongside Hadley Simons.

BNY Mellon Wealth Management Appoints Barry Halpin as Regional Director in London

With more than 30 years' experience in the financial services industry, Barry has spent half of his career at BNY Mellon.

Mirabaud recruits head of Luxembourg

Mirabaud said it had also added additional people to its wealth management teams.

Rated ZKB real estate PM exits for boutique

+ rated Sekula joins from Zurcher Kantonalbank, where he has worked for over 25 years.

Raffles Family Office expands team

He was born and raised in France and speaks fluent English and French.

JPMAM appoints APAC sustainable investing lead

She would focus on working with clients to drive the growth of JPMAM’s sustainable investing capabilities

UBS AM wholesale client coverage lead departs

His other responsibilities included building, implementing and monitoring the firm's strategic engagement with a broad range of investors.

Nadine Bogard re-joins BDO in its private client services unit

As the accountancy and business advisory firm looks to strengthen its UK tax offering, it has confirmed the appointment of a new Senior Manager to its PCS wing.

PB appoints member of management committee

In his role, effective from 1 May, he will supervise the teams in Geneva, Lausanne, Yverdon-les-Bains, Neuchâtel and Nyon.

Luxembourg private bank Hires From UBS

Most recently, Klein held a similar role at UBS' Luxembourg arm and before that was the Swiss wealth manager's risk chief for the country.

Boston Consulting Group Elects Next Chief Executive Officer

BCG’s Head of Central and Eastern Europe and the Middle East Will Succeed Rich Lesser Following Era of Extraordinary Growth and Impact

Coutts taps veteran biomedical scientist for board role

Sharmila Nebhrajani is also on the board of NS&I, NICE, Severn Trent and ITV.

Signature Wealth Group boosts team

Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.

Digital wealth manager appoints Industry veteran as chief strategy officer

He is an expert in brokerage, trading platforms and investment products," says Erik Podzuweit

Executive Moves