Managers of Wealth

Julius Baer names new South-east Asia private banking head

Prior to the appointment, Mr Moo was also Goldman Sachs head of South-east Asia and Australia for private wealth management.

Leadership changes commence as part of Maitland’s succession plan

A new Maitland Executive Committee has been appointed by the Board and comprises

Ex-Banque Cramer CEO resurfaces at Bordier & Cie

Prior to that, Anker worked at Mirabaud Group as a member of the executive committee

Heavy Hitter Joins Kestra Financial’s Executive Team

New Executive Vice President of Wealth Management is the latest in string of powerhouse hires

Kestra Financial adds to executive team

He will be responsible for overseeing the firm’s platforms focused on wealth consulting, investment products, advisory platforms, financial planning, and retirement plans.

Raiffeisen Switzerland poaches CS products and services head

The Raiffeisen Group’s total assets amount to CHF 235 billion as of 30 June.

Jupiter hires ex-Northern Rock director Nichola Pease as chairwoman

Northern Rock directors, including Ms Pease, 58, were criticised by MPs on the Treasury select committee for their “high-risk, reckless business strategy”

Family Office Guru Resurfaces as CEO of Hywin International

The firm recently entered into a strategic collaboration with VP Bank of Liechtenstein to jointly unlock the potentials of Chinese clients rapidly globalizing their wealth

Franklin Templeton Announces New Private Wealth and Institutional Appointments for Canadian Business

Drawing from more than two decades of financial industry experience, Bhatia is managing and directing the firm's private wealth strategy in Canada

7IM hires ex-Credit Suisse private bank CFO to replace co-founder

Duncan Walker, will be the firm's new CFO after co-founder Charles Sparrow announced he is leaving next April

ZKB Nabs Credit Suisse Veteran

In 2013 she was made chief investment officer Europe (including Switzerland)

Swiss Stock Exchange Replaces Chairman

He began his career at McKinsey before defecting to Credit Suisse, where he was forced out in 2003 after a strategy to introduce affluent European clients foundered.

Credit Suisse: Paratrooper Joins Wealth Management

He assumes the position held by Philipp Wehle before he was appointed chief executive officer of the division in July.

UBS Names New Head of UHNW in Germany

He was previously active in a similar capacity at UBS in Munich and was in charge of the family office business for all of Germany.

Wealth manager announces board appointments

At the same time the Board is pleased to confirm that Stephen Ford has been appointed as an Executive Director of the Company, subject to FCA approval.

Liontrust adds fund manager to Sustainable Investment team

Jones became co-manager of the Liontrust Sustainable Future (SF) UK Growth, SF European Growth, GF SF Pan-European Growth and UK Ethical funds on 1 November 2019.

Barings’ head of global resources to exit

Barings’ head of global resources Duncan Goodwin will leave the firm by the end of the year.

Multi-family office adds investment veteran

Announces Expansion Plans

Aberdeen Standard targets wealth managers in £590m trust revamp

Funds giant appoints co-manager and hires investment trust sales staff

First Republic Hires $5-Million UBS Team in Los Angeles

San Francisco-based First Republic has fewer than 200 traditional brokers to complement its core private banking activities

Executive Moves