Managers of Wealth

Zurich WM replaces CEO

Beat Schädler succeeds founding partner Amaury Jordan who has been CEO since 2015.

Amanda Blanc appointed Women in Finance Champion as Charter marks fifth year

Amanda Blanc has been appointed as HM Treasury’s new Women in Finance Champion and will spearhead efforts to boost gender diversity across UK financial services

Lombard Odier Investment Managers boosts Global Equities with four strategic hires

LOIM has also bolstered its Sustainability Equity franchise with the appointment of Alina Donets in London.

RLAM names a new CEO

Andrew Carter to retire at the end of June

Withers grows London white collar defence and investigations team

He joins Withers from BDB Pitmans

Tilney Smith & Williamson continues team expansion with new hire

Teams are currently working from home, with investment managers’ and financial planners having full access to group systems through secure technology.

Avaloq announces leadership change

Following his personal decision to withdraw from the CEO role at the end of March 2021, he will focus on interaction with existing and prospective clients of Avaloq as its Senior Advisor to the Group Executive Board.

Quilter Investors enhances ESG capabilities with new analyst

The hire comes as Quilter Investors prioritises the embedding of ESG considerations and responsible investment into its investment process.

Revealed: Saunderson House trio join former colleague’s new firm

He spent 18 years at Saunderson House, most recently as partner.

Julius Baer India continues to strengthen core domestic team

Julius Baer India continues to strengthen core domestic team, appoints MD Senior Advisor, Team Head based in New Delhi.

Oak Appoints Private Wealth Director

He brings to the firm more than 25 years’ experience in the fiduciary sector.

Lombard Odier Investment Managers bolsters 1798 Alternatives with appointment of Raj Davé

Raj brings over 20 years of experience investing in high yield, distressed and event-driven markets.

Credit Suisse appointed new Chief Economist

After completing his studies in Economics at the University of Zurich, Claude Maurer began his career as an economist at BAK Basel Economics

Wealth Management Team Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Vaduz boutique appoints ‘bridge to Asia’ board member

The firm launched a Sicav property fund last year.

Circular economy PM leaves RobecoSAM for Credit Suisse

Fund manager handed reigns for environmental strategy at Swiss group.

Senior wealth appointments take responsibility for HSBC in Europe and islands

The appointments mark a significant growth period for HSBC in the islands, particularly in respect of the Jersey office becoming the Bank’s new global wealth hub.

Ashurst Luxembourg continues strong growth with investment funds hire

Arnaud's appointment demonstrates our continued commitment to the growth of our practice here in Luxembourg.

Morrissey quits St James’s Place board after a year to chair AJ Bell

Helena Morrissey is leaving St James’s Place (SJP) after just 14 months on the advice giant’s board.

Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los Angeles

They moved along with portfolio manager Ben Helvey.

Executive Moves