Managers of Wealth

Senior Credit Suisse private equity adviser joins Deutsche AM

McDonald will focus on strengthening the private equity business

SEB hires new Head of Private Banking

SEB has a leading Nordic position within Private Banking with a global outreach in 11 countries. Erika Lundquist takes over as Head of Private Banking from Martin Gartner who will remain in SEB as Senior Advisor.

Swiss derivatives boutique Moves Into New Era

The ex-private banker is meant to lend his substantial Asian expertise and regional connections to Leonteq's business in the region, which has been losing momentum.

Stephenson Harwood Poaches Private Wealth Partner From Rival

The hire comes a year or so after the firm added Erik Wallace as a partner in its Hong Kong private wealth team, Wallace was also previously a partner with Withers.

Zurich boutique creates senior advisory board for four new hires

The establishment of such a top-class advisory board marks another milestone in the development of Polaris

HSBC hires Google director for key digital wealth role

Prior to Google, Warriner spent 19 years at UK banking tech house Intelligent Environments.

Zurich adviser hires partner from UBS boutique

Valvest Partners is a new player in the Swiss market, having only started operating in May this year.

Brewin Dolphin appoints Jersey business development head

Jacques is level 6 PCIAM investment qualified and a chartered member of the Chartered Institute for Securities and Investment.

GKB Names BlueOrchard Chairman As President

GKB President Also Serves As Chairman Of Impact Investment Firm BueOrchard

Zurich-Based Swisspartners Hires UBS Financial Planner And Legal Expert

Zurich-Based Wealth Manager Swisspartners Has Strengthened Its Team By Hiring A Financial Adviser And A Legal Expert

Julius Baer makes senior promotions in Guernsey

A specialist in compliance and regulation, he is a fellow of the International Compliance Association.

Julius Baer reveals nine Barclays hires for regional push

The regional offices are slated to open in early 2018.

Ex-Pictet euro equity chief goes independent from Baar boutique

Where he looked after Swiss and European equities.

Ex-Falcon PB exec joins Bitcoin Suisse as CEO

He will develop the product and services portfolio and focus on improving crypto-financial services.

SIX Payment Services CEO exits amid branch closures

The CEO’s departure comes amid the closure of various SIX Payment Services branches.

Stifel picks off a trio of advisors from rivals worth $217M

The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors

UBS AM appoints head of marketing

She has also worked as a marketing consultant for Fidelity Investments and Deutsche Bank.

DHR Places Chief Trust Officer at BMO Private Bank

She previously served as regional trust director overseeing Indiana.

BNY Mellon Wealth Management boosts Chicago team

Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.

Brewin Dolphin appoints former Axa Wealth CEO to board

The appointment will be effective from 1 December 2017.

Executive Moves