Managers of Wealth

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.

Bellecapital poaches Deutsche Bank WM director to lead UK business

At Deutsche Bank, where he worked between 2012 and 2020, he was responsible for UHNW and HNW clients and family offices.

Bryant Davis hired as Financial Advisor in UBS Los Angeles Private Wealth Management office

Bryant brings over 15 years of wealth management experience to the Phillips Hayes Group.

Merrill Lynch replaces head of asset management relationships

She was a head of asset management relationships within its Investment Solutions Group.

Credit Suisse PM steps back from $4bn digital health fund

Swiss asset manager has already reinforced the fund management ranks for the strategy.

Tilney Smith & Williamson hires for tech drive

Mayank will have a key role to play ensuring a successful integration of the two businesses and driving new digital development and innovation to continually improve the services we provide to clients.

Swiss wealth manager appoints banker for investor relations

They will work with Christophe Morize in a team of six that provides services to pension funds and insurers in Switzerland and abroad.

Mirabaud AM hires ex-Aviva PM for emerging markets team

Deuchars previously worked at Aviva for over three years, where she was the lead portfolio manager for a number of strategies.

Crestbridge Plans for More Private Equity and Venture Capital Funds Growth With Appointment of Tech Firm Veteran

Crestbridge, the agile alternative for private equity and real estate administration solutions, has appointed Aaron Bird as Associate Director of Business Development.

SocGen PB appoints head of corporate social responsibility for Switzerland

Her role will include expanding and promoting the range of sustainable solutions for private investors.

Northern Trust Names Senior Appointments for MEA

Appointments of Areej Al-Mokbel and Effat Badeeb Support Business Growth and Development of Local Leadership Team

Schroders announces senior leadership transition within its Schroder Secquaero business

Stephan who was appointed Deputy Head of Schroder Secquaero as Dirk’s designated successor in November 2019 has assumed the new role this month, as planned.

StanChart's global head of commodities business to leave as team restructured: memo

It wasn’t immediately clear whether the exact role that Belentepe is relinquishing will be retained.

Catherine Grum and Sam Patel join BDO

Earlier in September, the firm announced its first Australian acquisition in over a year, purchasing DBW Group, adding a 13-strong team to its operations in Sydney.

Executive Moves