Managers of Wealth

Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.

EFG International appoints Chief Risk Officer

Switzerland on 10 November 2018 and stepped down from his role as Chief Risk Officer and member of the Executive Committee of EFG International as of that date.

Taxand hires René Matteotti as new counsel in Switzerland

René Matteotti, a lawyer and University of Zurich professor, will move to Tax Partner, Taxand Switzerland.

Mirabaud hires private banking team from rival

Nicolas Mirabaud, appointed Managing Partner and Head of Wealth Management for the Mirabaud Group from 1 January 2019

Trading Places: Hampden & Co hires director from UK's oldest private bank

Hampden & Co has hired a senior banker from rival private bank C. Hoare & Co, the oldest institution of its kind in the UK.

Former Raiffeisen selector joins Swiss cantonal bank

Meanwhile at Raiffeisen Switzerland, Patrick Volkart has recently assumed the role of head of product research.

Edmond de Rothschild pursues its business line convergence strategy

Place its three specialised real estate subsidiaries under single management

Brooks Macdonald managing director steps down

Brooks Macdonald chairman Chris Knight thanked Holmes for his contribution from the firm’s early days and his leadership of the UK’s investment management business since 2008.

Ex-Pictet thematics PMs join Natixis IM to lead new push

Natixis IM said that there is growing demand for thematic strategies, and the new recruits bring with them a wealth of experience, having collectively run more than €21 billion in this space.

Raiffeisen CEO Hastens Departure

The 56-year-old Swiss banker's planned departure at year-end was hastened when his romantic relationship with a woman who was until five months ago a Raiffeisen board director emerged.

Tilney continues focus in Scotland with new hire

Tilney is one of the largest wealth managers in Scotland and one of a handful of firms with an office presence in the nation’s three largest cities: Edinburgh, Glasgow and Aberdeen.

BNY Mellon IM hires head of UK wealth managers and private banks

BNY Mellon Investment Management has hired Nick Thiem from Coupland Cardiff Asset Management as head of UK wealth managers and private banks.

Close Brothers appoints MD for German leasing business

His considerable experience and knowledge of the German leasing market make him perfectly placed to lead our team and help them continue to grow.

Edmond de Rothschild appoints head of HR

He previously worked at Crédit Agricole Indosuez Wealth Management.

Goldman Sachs Appoints New Regional Head of Wealth Management

Ferrero has been registered with the firm during his entire 28-year career in the securities industry, according to his BrokerCheck profile.

BlackRock promotes Parkin to head of iShares and digital wealth UK

Joined the firm in 2012

Northern Trust appoints Senior MD For New York Wealth Management Team

Ippolito assumes his new role with 28 years of wealth management experience

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.

Executive Moves