Managers of Wealth

Scottish wealth manager expands its presence in Dundee

The hub provides bespoke services to the city’s growing sectors, including technology and life sciences.

Morgan Stanley credit research team chief becomes CIO at Geneva boutique

Jackie Ineke started as CIO of Spring Investments at the start of the month after 23 years as head of the European financial credit research team at Morgan Stanley.

BNP Paribas Wealth Management recruits fund selector in Frankfurt

Marco Benischke arrives at the firm from Düsseldorf financial adviser Laureus Privat Finanz.

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

UBS brings in co-head of important investment banking division in the USA

Feige will work for UBS in San Francisco starting in July.

SEB appoints two domestic branch managers, plans to "future-proof" asset management arm

The second-largest asset manager in the Nordics is setting up branches in Denmark and Finland and has appointed two SEB veterans as brand managers.

Markus Jaggi appointed new Head of Communications at FINMA

He will report directly to FINMA’s CEO.

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

He joins an existing UBS Private Wealth advisor team, MLM Partners

Perpetual welcomes new lead partner for wealth management business

Most recently, she was program director for the Champions of Change Coalition and served as executive officer for CEOs for Gender Equity Inc for more than six years.

StanChart Names Wealth Solutions Head

He was most recently the Hong Kong-based Asia head of consumer, private and business banking as well as global head of digital business.

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members

David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business

Co-head of electronic equities at BNP Paribas leaving for a rival -sources

Schoeneborn joined BNP Paribas from Deutsche Bank, after the French lender acquired its rival's prime finance business in a deal first announced in 2019.

Northern Trust Asset Management Names CIO of Global Fixed Income

Christian Roth Brings 30+ Years of Experience in Fixed Income Investment Management

UBS Private Wealth Management hires William Wright and Matthew Hoffman in New York City

The team will be located in the firm’s 1285 Avenue of the Americas Private Wealth Management office and will report to Market Directors Thomas Conigatti and Neal Cooper.

Vontobel appoints new Head Institutional Clients

Prior to joining Vontobel, he was Global Head of Distribution & Marketing at Robeco Institutional Asset Management, and previously Head of Europe Institutional at JP Morgan Asset Management.

Julius Baer recruits relationship managers, strengthening the market Aargau/Solothurn and the foundations sector

With more than 28 years in national and international positions in private banking and client advisory, Claudia Hayek brings with her extensive financial expertise and leadership skills.

Swiss Re announces Group CEO transition

He will carry forward a culture of performance and achievements and strong leadership values.

Edmond de Rothschild reveals five new private bankers in Lugano

The bank says that the new recruits reaffirm its commitment to Ticino.

Blaise Goetschin takes director roles at Gonet and Arab Bank Switzerland

The former CEO of the Banque Cantonale de Genève has also become vice chair of Gonet.

VP Bank Names Hong Kong Wealth Head

He will step down from his role as head of alternative solutions but retain his responsibilities as head of strategic partnerships Asia.

Executive Moves