Managers of Wealth

UBS names new manager research leader amid reshuffle

Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.

Gonet La Française appoints MD and co-head of business development in Switzerland

Gonet La Française Advisors has appointed Peter Stiefel as Managing Director, co-head of business development in Switzerland, alongside Bénédict Fatio.

33 executives quit to join Indian wealth manager

Now, to further expand the business in India, WGC would be looking to add more members to the team.

Guernsey Finance seeking new London Representative to build on positive steps

The successful applicant would have a remit to further promote awareness of Guernsey’s finance offering, educate about Guernsey’s financial services, and connect London professionals with Guernsey practitioners.

UBS Splits Top Investment Bank Job After Orcel's Departure

UBS Chairman Axel Weber, speaking on Bloomberg Television, said that Orcel did a “great” job as head of the investment bank and that the bank retains a very strong bench of executives.

Deka Group names new head of wealth management

He has been working at Deka since 2000 and prior to that was employed at Dresdner Bank.

Goldman Adviser Who Managed $1.4 Billion Leaves to Open Own Firm

Over the past three years, ultra-high-net-worth assets overseen by independent multifamily offices have grown 10 percent on average each year, about five times as fast as assets held at private banks, Cerulli Associates estimates.

Unigestion strengthens cross-asset solutions team with two manager hires

Unigestion, the boutique asset manager with the scale to deliver tailor-made investment solutions to clients globally, has further strengthened its cross-asset solutions team with the recent appointments of Salman Baig and Joshua Seager as investment mana

Zurich firm appoints ex-Credit Suisse manager to executive board

Entrepreneur Partners founder Adrian Herzog departed the firm in August 2017 to 'spend more time with his family'.

Cantonal bank welcomes veteran to executive board

The bank thanked Claudio Deplazes for his time at UKB.

Schroders adds private assets expertise to Solutions business

Ped’s appointment follows the recent hire of Patrick O’Sullivan from JP Morgan Asset Management, focusing on cashflow-driven investment.

Santander poaches UBS investment bank chief as new CEO

These appointments are expected to take effect in early 2019 following regulatory approvals.

Saranac hires from Julius Baer as it gears for growth

He brings ten years’ experience to the firm, having previously held roles in private banking at Credit Suisse and Barclays.

Stonehage fleming appoints a new chief investment officer and director of investment management

He joins the company from Old Mutual Customised Solutions, where he was responsible for the portfolio management of the Premium Equity Fund and a suite of three derivative-based hedge funds.

Utmost makes key appointments in the Isle of Man

The company has extended its global reach, having doubled assets under management over the last 18 months to €24bn, with further growth expected.

Canaccord hires Jersey wealth director from Brooks

Powell has worked in the wealth management and investment industry for over 20 years

Tilney adds adviser to London planning team

The appointment follows that of former Royal London chief operating officer Andy Grant as Tilney financial planning head earlier last month.

Baird Add Brokers from Morgan Stanley, Wells Fargo

The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.

Europe’s asset management body names new head

Senior lobbyist taking over leadership of funds industry trade body replaces 11-year veteran

Netwealth hires from BTFG

The appointment follows Netwealth's FY18 results earlier this month, where it reported an NPAT of $20.8 million.

Executive Moves