Managers of Wealth

Swiss IAM hires ex-Vontobel AMC chief

Michael Haupt has joined The Valeur Group within institutional sales and client solutions.

EFG names new CEO of EFG Asesores (Panama)

With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.

Arbuthnot Banking Group: Appointment of new independent non-executive director

She has a wealth of experience in financial services

JP Morgan recruits ex-UBS private banker in Geneva

Konstantin Giantiroglou, who previously worked for UBS and Credit Suisse, is the latest of a series of Swiss hires.

Tatton bolsters specialist team with two appointments

Perry Beard joins from Alliance Bernstein alongside internal promotion Jacob Cullen.

Julius Baer: New CEO Sidelines Consultants

Stefan Bollinger does not hesitate for long.

Stefan Mächler takes over another position as Chairman of the Board

The company has been owned by a Swiss Life AM infrastructure fund for about a year.

HIGHVERN Announces Mid-Year Promotions Across Offices

The promotions span across Private Wealth, Funds, Corporate Services, and Business Management teams, reflecting the strength and growth of the business in multiple jurisdictions and areas.

Barclays names Co-CEOs of the Middle East

Khaled El Dabag and Walid Mezher will spearhead the development and execution of Barclays’ business strategy in the region

Julius Baer nabs UBS GWM's former EAM co-head for Apac

The hire comes as UBS GWM reshuffles its FIM business and makes internal appointments.

J. Stern & Co. opens new Frankfurt office, appoints Andreas Krebs as Head of Germany

The Stern family returns to Frankfurt after two centuries while Krebs joins J. Stern & Co. from Mandarine Gestion.

Katrina Johnson named Head of North Region at Brown Shipley

Johnson will also be part of the Brown Shipley Executive Committee.

Etops Announces Andrea Bosetti as New Group Chief Financial Officer

A seasoned finance executive who brings over 25 years of experience in wealth management technology and financial services.

Schroders' head of South Asia departs

The exit comes amid a recent reshuffle of the firm's global distribution team.

Weatherbys Private Bank appoints London team head

Nick Manduca brings 15 years of investment experience to his new role.

Chair shuffling at Performance Watcher

In the coming months, Performance Watcher plans to launch a new generation of the platform, improve integration with PMS systems, and introduce a certification model to highlight best practices in asset management.

Viola Private Wealth appoints former Aussie Test cricketer as partner

The high-net-worth advice firm has announced that it has promoted financial adviser and former professional cricketer Peter Nevill to partner.

Crypto bank snaps up Credit Suisse veteran

In June, he joined the crypto institution Amina Bank.

Fideuram AM rings leadership changes as CEO moves to private bank

Davide Elli has moved to a senior position at Fideuram – Intesa Sanpaolo Private Banking, while Luca Anzola and Chiara Mauri have landed promotions.

Nomura Announces Management Changes

The appointments are subject to local internal and regulatory approvals.

Executive Moves