Managers of Wealth

Bordier Adds Senior Private Banker to Executive Board

The bank appointed him to the executive board, where he will take charge of business development.

Credit Suisse Bolsters Australia Private Bank with Four Hires

Jude McDonnell joins the bank’s fund advisory team in its Melbourne-based office.

Close Brothers AM in restructure as CIO steps down

Close Brothers is set to move to this new structure immediately to enable the internal promotions to assume their new roles

Management change at Handelsbanken

He will continue as CFO and will remain a member of executive management until that date

Private bank hires former RBS director as chief commercial officer

Financial services heavyweight joins Edinburgh-based Hampden & Co

BH Macro, BH Global manager Alan Howard bows out

‘Alan wants to work with his chief executives – he doesn’t want to be one anymore.'

Brown Shipley hires Investment Director from Coutts

She will play a crucial role in helping further develop Brown Shipley’s investment proposition.

IFA and wealth manager makes new senior hire

European Wealth founder has been appointed CEO of Vintage Wealth after it absorbed his new wealth venture Broad Street.

Credit Suisse makes changes to investment banking division

The business will expand our alternative asset management product offering and focus on directly sourced private credit opportunities.

SS&C Appoints President of SS&C ALPS Advisors

SS&C ALPS Advisors is uniquely positioned to adapt and succeed as the asset management industry

Finantix appoints two senior hires to European team

Albert and Anja’s experience, knowledge and skills will be pivotal in helping us grow our presence in the Swiss and German-speaking markets”.

UBS Breakaways Launch LA Wealth Management Practice

Johnston joined the financial services industry in 2007, registering with UBS, according to her BrokerCheck profile.

Julius Baer names new South-east Asia private banking head

Prior to the appointment, Mr Moo was also Goldman Sachs head of South-east Asia and Australia for private wealth management.

Leadership changes commence as part of Maitland’s succession plan

A new Maitland Executive Committee has been appointed by the Board and comprises

Ex-Banque Cramer CEO resurfaces at Bordier & Cie

Prior to that, Anker worked at Mirabaud Group as a member of the executive committee

Heavy Hitter Joins Kestra Financial’s Executive Team

New Executive Vice President of Wealth Management is the latest in string of powerhouse hires

Kestra Financial adds to executive team

He will be responsible for overseeing the firm’s platforms focused on wealth consulting, investment products, advisory platforms, financial planning, and retirement plans.

Raiffeisen Switzerland poaches CS products and services head

The Raiffeisen Group’s total assets amount to CHF 235 billion as of 30 June.

Jupiter hires ex-Northern Rock director Nichola Pease as chairwoman

Northern Rock directors, including Ms Pease, 58, were criticised by MPs on the Treasury select committee for their “high-risk, reckless business strategy”

Family Office Guru Resurfaces as CEO of Hywin International

The firm recently entered into a strategic collaboration with VP Bank of Liechtenstein to jointly unlock the potentials of Chinese clients rapidly globalizing their wealth

Executive Moves