Managers of Wealth

Swiss Wealthtech Startup appoints new CEO

Brings over 20 years’ experience in building online marketplaces and leading innovative technology startups and agile teams.

UBS AM appoints ETF capital markets head

He spent seven years at HSBC between 2012 and 2019

Mishcon strengthens Private practice with new hire

She acts for individuals, their families and corporate interests in respect of all their specific individual requirements included global commercial disputes, employment and reputation management matters.

GLKB proposes new board of directors member

Previous roles include head of insurance risk management at Deloitte and consultant at Synpulse.

Swisscanto Invest Poaches From RobecoSAM

Fabio Pellizzari is the team’s leader and will become responsible for the development of the segment and head the sustainability-committee at Swisscanto Invest.

Ernesto Bertarelli Hires CEO for His Wealth Management

Ernesto Bertarelli earned his fortune in the biotech industry and shot to stardom as founder, sponsor and member of the successful Alinghi America’s Cup team.

Mirabaud AM poaches Reyl global asset management head

Mirabaud Asset Management is committed to developing longer-term partnerships with its clients through the highest standards of personal and professional service.

Sionic Hires UBS Wealth Specialist to Lead New Corporate Governance Team

Shelley was formerly Head of Wealth Planning, Europe, Middle East and Africa, at UBS

UBS Appoints Head of Hamburg Branch

Simon will return to his duties as head of distribution management in Germany.

Sarasin & Partners strengthens portfolio management team

He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.

VP Bank to elect new board of directors chairman

The appointment will have immediate effect.

Finma to replace executive board member

Before joining Finma, she worked as a lawyer at Zurcher Kantonalbank.

Aberdeen Standard Capital appoints new Head Of International in Jersey

He will develop the strategic direction and management of the international business and will be responsible for client and investment management in Jersey.

Geneva investment manager appoints CEO of London subsidiary

He previously served on the executive board of De Beers Group and was managing partner of the London office of Bain & Company.

Rathbones regional head launches Raymond James branch

Rathbone's head of Chichester Greg Mahon has joined Raymond James to set up a branch for the business.

Lombard Odier IM appoints head of Stewardship

In her previous position, she advised Investec Asset Management as an ESG analyst on portfolio managers with regard to proxy voting and active shareholding.

BEKB proposes two members to board of directors

The bank also proposes to pay a dividend of CHF 8.40 per share, compared with CHF 8 the previous year.

LOIM hires Investec ESG expert as head of stewardship

Kaminker said: ‘Rebeca will play an important role in developing our future stewardship strategy. It will essentially help to implement the necessary changes in business models and practices of companies so that they can meet the sustainability chal

UK wealth management group hires financial planning partner for London office

As part of Tilney’s ‘dual expert’ approach, Ross will work closely with the firm’s award winning investment managers

ANZ axes 230 jobs, guts wealth business

It is understood that ANZ's remaining headcount in the two remaining wealth units would total fewer than 100 financial advisers.

Executive Moves