Managers of Wealth

Inteligo AM boss joins Lima-based family office amid growth drive

Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.

Raiffeisen names new head of Ticino office

He will now succeed Gabriele Burn, who has held the lead position in the Ticino office on an interim basis since the departure of Marzio Grassi at the end of 2017.

Lugano AM hires senior analyst from Banca di Bologna

In his new role, Schena will be responsible for fund selection and will be creating, managing and monitoring scoring systems based on quantitative analyses.

Bernstein Adds Senior Talent to Support Growth in San Francisco

In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.

Mutual expands wealth management leadership

Bryant said the expansion of the wealth and capital markets business would be augmented by the appointment of O'Brien.

Cricket duo to bat for Brooks Macdonald’s Wales team

Both new hires previously had careers in professional cricket at Glamorgan County Cricket Club, with Bragg making top order batsman.

Charles Stanley hires Thesis and Quilter directors

Wealth Manager revealed the pair resigned from Thesis, where Nathoo was a client director, in January.

Brewin boosts Exeter office with Charles Stanley hire

58 percent of the foundations identified do not collaborate with other foundations.

Heartwood swaps out manager on balanced mandate

Bishop will continue to lead the tactical allocation process.

Multi-family office poaches Credit Suisse director for client role

Commenting on Pottle’s appointment, chief operating officer Mike Toole said: ‘We continue to search for and welcome quality recruits to our firm who have strong client relationships.

Wells poaches three more from Schroders in multi-asset push

Since joining Wells he has overseen a recruitment drive as he seeks to boost the firm's solutions business.

Julius Baer Hires for Independent Boutiques

He reports to Swiss boss Gian Rossi.

Amundi names first CIO for responsible investing

He will also oversee ESG analysis and the enhancement of the group's responsible investment offering.

Wealth management group hires new head of talent

She then moved into recruitment consultancy which led to her becoming the HR Director of an SME which more than doubled in size during her tenure.

Intertrust appoints Head of Private Wealth

The role is in addition to his existing responsibilities as a member of Intertrust’s board in Jersey and Director of Treasury and Investment Services.

New Role for Ex-Falcon CEO

The former boss of Credit Suisse's private bank and CEO of troubled Falcon Private Bank until last year will support the growth strategy of Sentifi, which has offices in Zurich, London, Mumbai and Ho Chi Minh City.

UBS hires Britain's former EU commissioner as Brexit adviser

UBS said that former Conservative politician Hill’s experience working in British government and in Brussels will mean he can advise corporate customers on the implications of Brexit for their business.

Indosuez Ramps Up in Zurich

The hire last year of Frédéric Wuethrich to run its wealth business in Zurich fired the starting gun on a growth strategy.

CS Loses Mr. Swiss Business

Mueller has been instrumental in promoting the countless small- and mid-sized firms in Switzerland

Family Office Appoints General Counsel

Mr. Cami is a visiting professor at Berkeley School of Law, where he teaches classes on the law of M&A transactions.

Executive Moves