Managers of Wealth

LJ Partnership Makes Senior Appointment

Experienced Real Estate Advisor to Help Asian Families Diversify Assets across the Globe

Vontobel poaches SocGen PB’s Swiss market chief as new WM head

Vontobel Wealth Management appoints Stefano Retti as the new head in Geneva

Allianz GI Switzerland heads to exit

Salzmann’s successor in the role of head of institutional will be announced in the coming weeks.

Gary Dugan appointed CEO of Purple Asset Management

Industry veteran to further build out capabilities and footprint of the Independent Strategic Group’s joint venture with The Fry Group

Multi-family office expands senior team with WH Ireland hire

Marc joined Sandaire from WH Ireland, where he held the roles of Head of Compliance and Money Laundering Reporting Officer.

ABN AMRO announces changes in supervisory board

Frederieke Leeflang has accepted other positions that are more closely related to her professional interests and disciplines, and that require a significant time commitment.

Canaccord bolsters Hargreave Hale VCT team

Bloomfield’s appointment coincides with the VCT’s latest fundraise of £20 million.

Edinburgh private bank in hiring coup

I am excited to be joining the team as it enters its next phase of growth

J.P. Morgan Private Bank names client investment strategy head for Asia

Wolf was previously working as a senior emerging markets economist at Aberdeen Standard Investments

Singapore-Based Canopy Opens Swiss Office

After the successes with Private Banks and Wealth Managers in Asia the time is now ripe to expand our horizons and invest in new markets

GAM chief executive steps down amid criticism

Mr Jacob’s immediate priority will be to ensure that the steps necessary to drive forward GAM’s strategy and to support profitability are actioned as soon as possible. Further updates will be given in due course.

Dolfin appoints Credit Suisse and UBS veteran to new Head of Investment Management role

Mirabaud Group makes series of senior appointments

Antonio Palma, the current CEO of Mirabaud & Cie SA, welcomes the fact that he will be succeeded by Camille Vial

Winckworth Sherwood expands private client offering

Natalie specialises in international tax and wealth planning.

Intertrust appoints Head of Private Wealth in Guernsey

At Intertrust, Alison will lead the private wealth team in Guernsey and collaborate with colleagues and offices across the world to ensure the firm’s client services standards are met.

J. Safra Sarasin targets family offices with two hires

Volker Buschmann joins Banque J. Safra Sarasin (Luxembourg) SA as Executive Director, head of the Wholesale and Institutional business for Benelux and the Nordic countries.

Citi announces next Chairman

The Board has seen this firsthand over the last three years during John’s service to Citi, first as Board counsel and most recently as a Director.

Aiva hires ex-HSBC and family office advisor for WM team

In his new role Cuñarro joins a nine-person strong team as a relationship manager responsible for catering to ultra-high net worth clients in the Southern Cone.

Quilter 24 to reunite with Cheviot founder Kerr-Dineen

Cheviot Asset Management founder Michael Kerr-Dineen has made a dramatic return to the industry.

Mercer appoints UK head of wealth

He holds a Bachelor’s degree in Actuarial Sciences from Université Laval and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.

Executive Moves