Managers of Wealth

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

RBC moves Gail McCourt into top-level role

She will lead RBC Wealth Management’s fiduciary management and technical trust teams in the Channel Islands

Julius Baer hires six Relationship Managers

Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.

J Safra Sarasin hires PM for two thematic funds

Daniel Lurch has experience as an analyst in cyclical sectors.

Zurich WM hires two managing partners

Blackfort has hired Sebastian Schmuki and Wanja Eichl.

Octopus Ventures announces new Co-CEO

Our growth and Emma’s arrival is down to one thing: the massive opportunity we see in European tech.

IQ-EQ names Deputy Managing Director for Switzerland

She is also a member of the IQ-EQ Switzerland board.

Schroders hires Natalie Howard to lead new Real Estate Debt platform

Based in London, Natalie will be responsible for building a full service, real estate debt platform

Credit Suisse Bolsters Investment Banking in Japan

The team will focus on equities underwriting and quick-to-market placements.

Nomura Builds International Wealth Management with Key Hires

The division aims to differentiate itself by delivering institutional level solutions through alignment with the firm's Global Markets and Investment Banking divisions to bring value to entrepreneurs and family offices representing UHNW and HNW clien

Credit Suisse Bolsters Investment Bank in Japan

Credit Suisse is also hiring Yasuhiro Kuroki as head of retail, consumer products and services coverage in the unit

Julius Baer Raids Credit Suisse for Latin America

The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.

Birketts appoints private client partner

Deborah will be joining one of Birketts’ most experienced divisions, with dozens of services available to clients seeking to manage their personal wealth.

Suntera Global appoints Global Head of Marketing

She has over twenty years’ experience in marketing.

StanChart Nets Ex-Bank of Singapore Relationship Manager

In addition to Southeast Asia, Nair also has some experience covering the Dubai market.

Broadridge Names APAC COO to Help Drive Industry Solutions Across the Region

In this role, he will oversee regional implementation strategies for Broadridge, direct operations and support of Capital Markets clients in the region, and focus on further investing in Broadridge’s local market expertise and capabilities.

Investec director goes back to his roots with JM Finn

Investec investment director Bill Tibbits has agreed to rejoin JM Finn, where he started his career 16 years ago.

Rothschild & Co adds ex-Coutts private bank boss to UK wealth board

He brings with him an unrivalled breadth and depth of experience across wealth and investment management, private banking and family offices.

Wealth manager hires three new Investment Managers

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

Change to the UBS Board of Directors

Beatrice Weder di Mauro not standing for re-election at the forthcoming Annual General Meeting after serving on the UBS Group AG and UBS AG Board for nine years

Executive Moves