Managers of Wealth

New Raymond James branch opens at Ropemaker Place, London

The new branch will provide a discretionary investment management service to clients across the UK, from private individuals to charities.

Fabrice Welsch to be new head of BCV’s Asset Management & Trading Division

He will replace Stefan Bichsel, who will retire on 31 December 2020.

Federal Council confirms SNB board of directors

The three deputies, Martin Schlegel , Dewet Moser and Thomas Moser , have also been elected for another term of office.

Libra Poaches Another Credit Suisse Banker

Ms. Bhavsar brings two decades of leadership experience in financial services and deep expertise in legal, regulatory, and compliance matters to Libra Networks.

Brown Shipley veteran leads Raymond James London launch

Simon Monk previously worked for Brown Shipley as an investment manager for 29 years.

Butterfield Announces Board Changes

An accomplished executive with extensive retail banking and wealth management leadership experience.

Mirabaud Asset Management: Swiss Equity Team Ready to Hand Over the Reins

Paul Schibli, the highly regarded head of Swiss equities team is set to retire in 2021

EFG announces changes to Global Business Committee

A seasoned wealth management and private banking professional with more than 25 years of experience in the industry.

International Family Office launches UK advisory board

“We are fortunate to have secured the services of Robin, Natalie and Anthony, and I am looking forward to working closely with them.”

IAM appoints ex-Lombard Odier WM as partner

Avalor Investment has appointed Carole Müller-Wildi as a partner.

James Hambro & Partners promotes portfolio manager to partner

European equities specialist Mark Leach has been with the firm since 2014 EmailFacebookTwitterLinkedInPrint

Brown Shipley poaches UBS veteran to head London office

UBS’s Elizabeth Weir will be replacing Andrew Butler-Cassar who exited the business in February.

Federal Council reappoints SNB's Governing Board for next term of

The current term of office of the SNB Governing Board and their deputies (Enlarged Governing Board) ends on 30 June 2021.

Brewin Dolphin announces new Belfast head of office

Kenneth brings expertise, focus and enthusiasm to the job, he will lead the team to deliver strong outcomes for both clients and the company.

Mayfair Capital announces senior appoinments

The time is right to hand over executive responsibility for running the business.

Heartwood names new CEO as it completes rebrand

Heartwood Wealth Management has named a new chief executive and dropped its name in favour of Handelsbanken Wealth & Asset Management.

Geneva PB hires rival's CEO to lead Zurich office

The bank said the opening is part of the plan to strengthen its presence in Switzerland.

Vontobel Bank Grows Team in Hong Kong

The asset management firm's new hire in Hong Kong aims to support global and regional private banks with the firmʼs multi-boutique offering.

Finantix further strengthens APAC capabilities

Latest appointments show firm’s ongoing commitment to building regional talent and strengthen APAC teams

JM Finn hires Senior Investment Manager

Jonathan has over 25 years of experience managing private client portfolios

Executive Moves