Managers of Wealth

Vontobel AM hires head of intermediary distribution

He was previously the head of third-party distribution at Delaware Investments for more than four years.

Julius Baer names head of investment advisory UK

efore joining Julius Baer in 2017, he was an investment adviser and director at Coutts.

Credit Suisse Names New Head of German Wealth

The Swiss banker replaces Henrik Herr, a veteran private banker who had been with the Zurich lender for 17 years.

Charles Donald appointed as CEO of UK Government Investments

New CEO takes charge of UK Government Investments on 12 March 2020

FCA appoints interim director of strategy and competition

Since joining he has led the FCA’s work to make sure competition works well for consumers and tackle anti-competitive behaviour in the financial services industry.

VZ VermögensZentrum hunts for WMs in Zurich and Uster

The new hires will work in teams and regularly discuss the performance of each customer’s assets with them and explain the options that they recommend.

Darling promoted at Morgan Stanley

He is president of the board of trustees of the American Friends of the National Museum of Bermuda Inc, a fundraising body.

Merrill Lynch Names New Business Development Exec

Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.

New CEO for PraxisIFM Group

A founder shareholder and part of the business since 1992 his expertise covers a wide variety of structures for private and corporate clients and regulated financial services businesses.

Wells Fargo to replace CEO of wealth, investment management unit

New model creates flatter line of business structure and brings greater focus and accountability to the company

Warburg Bank appoints head of Corporate Finance Munich

He moved to Warburg from an international auditing and consulting firm.

Swiss private bank announces senior appointments in the Middle East

These appointments reflect the importance of the region

New head of the BVI Private Wealth and Regulatory practice announced

Harneys has a deep and experienced team, ready to help businesses to establish and develop in the BVI and are well placed to assist with all aspects of the process.

Wealth management fintech firm names Chief Technology Officer

As part of the FNZ Group, Ron is also responsible for delivering JHC’s open API integration with FNZ’s product suite

SGKB CEO to replace president as three board members leave

The board of directors plans to nominate the current CEO Roland Ledergerber as president of the board, leaving a vacancy in the CEO position.

Pictet hires new bond manager as PM on CHF2bn fund leaves

He has been replaced on the global bonds team by Ossi Valtanen, who joined as a senior portfolio manager in January 2020 and is based in Geneva.

Appointments within Societe Generale Group Management Committee

These appointments are part of our continuous process of strengthening the diversity and representativeness of the businesses in our management bodies

Amundi hires German wealth manager's equity head

Huber, Reuss & Kollegen has already found a replacement for Windischbauer, with Andreas Dagasan assuming the head of equities role.

LOIM hires Northern Europe sales head

He was previously head of Northern Europe at BrightSphere Investment Group.

Rathbones adds assistant manager to Bryn Jones' team

Stuart Chilvers promoted from research analyst role

Executive Moves