Managers of Wealth

German AM poaches digital WM founder and expands into Switzerland

Aaron Scott is the new head of strategy and ESG.

Charles Russell Speechlys makes two senior appointments

Bart will begin his four-year term in May 2021, taking over from Christopher Page, who has been Senior Partner for the past eight years.

Zurich WM adds Eric Gisiger to board and appoints chairman

It announced the news with a fundraising round, in which Spicehaus Partners also invested.

Deutsche Bank WM appoints head of German speaking Switzerland

Based in Zurich, he intends to build out the bank’s franchise with ultra-high-net-worth individuals and family offices.

Envestnet appoints Co-Chief Investment Officer

Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.

Northern Trust Adds Relationship Management and Client Service Leaders

Appointments Support Business Growth, Expand Local Service and Solutions Expertise

Seba Bank appoints ex-UBS veteran as chair in board upheaval

She replaces Sébastien Mérillat, who has held the position on an interim basis since Andreas Amschwand left the bank, as announced in July.

WBD welcomes new private wealth partner in Bristol

James also has a strong international practice advising non-UK domiciled individuals, particularly on US/UK estate planning and tax related matters.

SLA's global distribution head Fleming to leave firm

Following a 'leadership review'

Hawksford makes three senior appointments to its global team

Hawksford is immersed in some of world’s most dynamic and exciting markets

Pershing Announces Appointment of Independent Non-Executive Director

Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.

Ex-Christian Super CIO joins wealth management outfit

His role on the investment committee would focus on impact investing and ESG.

Betsy England Joins White Oaks Wealth Advisors as Wealth Manager Share Article

Betsy brings a wealth of knowledge and experience to the White Oaks Team and clients.

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe

HSBC Appoints Hong Kong Head of Wealth Unit

Maggie Ng, currently Greater China CEO of online trading provider IG Group, will join HSBC as its head of Wealth and Personal Banking (WPB), Hong Kong, effective 1 December 2020.

JP Morgan: The super-rich banker in Zurich is gone

Employees in Geneva, where most of the approximately 1,000 employees work, are particularly affected.

Sanne appoints experienced business development director in Jersey

Sanne has appointed Archie Irtizaali as Director, Business Development in its Jersey business.

ASIC wealth director nabs promotion

She was appointed in her role as the executive director of wealth management in January 2019, after serving as a senior executive leader in the regulator's financial advisers division previous.

Jersey Finance appoints new Chairman

Experienced executive and non-executive director and accountant Jason Laity has been appointed Chairman of Jersey Finance.

Park replaces Spencer as Brooks Macdonald CIO

Spencer remains at firm as senior adviser

Executive Moves