Managers of Wealth

PIMCO strengthens Swiss team

Fixed income investment manager PIMCO is further strengthening its Swiss team in Zurich with several new investment professional appointments.

Scalable Capital hires industry veteran as new CFO

The incoming CFO said: “For me, Scalable Capital is one of the most exciting fintechs in Europe.”

Female Advisor's Team With $500M AUM Exits Morgan Stanley For Rockefeller

The team is the 24th to join Rockefeller this year, and the fourth to join the firm during the month of September.

UK-based wealth management firm strengthens Business Development team

Prior to this, he was an International Sales Manager at HSBC Global Asset Management.

Barclays Appoints Head of Private Bank Europe, Monaco and Switzerland

Before joining Barclays, Gérald was Head of Private Banking at UBS for the Paris region.

Close Brothers appoints Practice Director of London advice team

As Associate Director, he was responsible for increasing business growth and efficiencies, plus maintaining standards and regulatory controls. James is a fellow of the Personal Finance Society and a Fellow of the Chartered Management Institute.

DWS Switzerland names passive sales head

He replaces Sven Württemberger, who was appointed head of client coverage for Switzerland in July.

Brooks Macdonald expands services for international clients

In his new role as Head of Responsible investment, Mr Palmer will lead and develop Brooks Macdonald’s commitment to responsible investment, with a focus on the firm’s sustainable and long-term contribution to the sector.

Kairos hires Swiss wealth manager's CIO to run L/S flagship

Strategy has shrunk from €587m to €262m since the five-strong team left the firm to set up own venture.

British banker becomes first woman to run a Wall Street bank

Jane Fraser is a member of the Board of Dean’s Advisors at Harvard Business School, serves on Stanford University’s Global Advisory Council and is a member of the Council on Foreign Relations.

Optimize Wealth Management Furthers Nationwide Expansion

Wayne will work alongside an experienced team of licensed portfolio managers to help clients achieve long-term success and prosperity using an entirely comprehensive and holistic approach.

Nedbank Wealth Appoints Chief Risk Officer

He leads the bank’s team of risk professionals supporting the business in its growth agenda across international jurisdictions, including the UK, Jersey, Guernsey and the Isle of Man.

Deutsche hires UBS head of UHNW banking to lead UK team

Deutsche Bank International Private Bank has appointed a former senior banker at UBS to its executive committee in the UK.

First woman as CEO on Wall Street: Just a start

Companies, like Swiss and other banks, do not try to achieve diversity for altruistic reasons.

Butterfield Announces Senior Management Appointments

During the month of September 2020, Sabeth Siddique, Bri Hidalgo, and Kevin Dallas will be joining Butterfield as members of the Bank’s Executive Committee.

ZEDRA appointments Group CFO

Sally’s appointment comes at a time when Zedra is growing rapidly

Schroders shifts Euro credit chief to Frankfurt as it bolsters unit

The asset manager is reinforcing its positions in the German business centre as part of its European growth strategy.

Nomura Names Head of International Wealth Management

He will work closely with the firm’s Global Markets and Investment Banking businesses to develop best-in-class product offerings and drive a unified solutions-led coverage effort, especially for entrepreneurs, family offices and external asset manag

Fieldpoint Private Hires BNY Duo with $900 Million Book

The group together produced $5.2 million in annual revenue, the brokers said in an interview about their move.

Citi Promotes APAC Head of Private Banking Ops

Citi has promoted its private banking head of operations and technology in Asia Pacific to an even larger role covering the same area for the broader group.

Executive Moves