Managers of Wealth

Vontobel Bolsters Asset Management Reach Down Under

Prior to taking on the new role Faeste worked with Voya Investment Management

EFG International announces changes to its leadership team

He also worked at Banco BTG Pactual S.A. as Chief Operating Officer of the Investment Banking division and, amongst others, was a member of the Board of Directors of Banco BTG Pactual Chile.

Zurich boutique hires new CEO and expands board

He comes from an entrepreneurial family and will continue this tradition by buying in as a shareholder at VERAISON Capital.

Top boss shakeup at Kleinwort Hambros as CEO steps down

Kleinwort Hambros has announced a host of changes to its senior management team, following news its CEO Eric Barnett will retire.

JP Morgan PB poaches Barclays managing director

Based in London, he will report to JP Morgan Private Bank’s head of UK Nordics Oliver Gregson.

Baillie Gifford appoints co-manager to HY fund after Phillips exit

Isles will manage the fund alongside long-time manager Citywire + rated Robert Baltzer.

Bern WM moves HQ to Zurich and hires two new partners

The move reflects the company’s decision to concentrate its investment activities in one of the biggest financial hubs in Switzerland

Safra Sarasin Singapore Head Exits

His departure after just 21 months is a setback for Safra Sarasin and Enid Yip, the private bank's head in wider Asia.

St James’s Place Asia lures Gooseman and Rimmer from Fry

At St James’s Place Singapore, Gooseman will be principal of a new “advisory team”, while Rimmer will be head of tax.

Charles Stanley makes double hire in regional push

Charles Stanley has appointed Sarita Kattoju and Steve Thompson to its intermediary sales team as it looks to expand its regional IFA network

HSBC Hong Kong rehires corporate banker after a year and makes him a private banker

After 12 months at UPB, however, Wong returned to his former firm last month as a private banker covering Greater China for HSBC Private Bank

Goldman Sachs Names New Head of Financial and Strategic Investor M&A

David Friedland takes helm from Stephanie Cohen, who was recently named head of strategy

Luzerner Kantonalbank Names New Head of Asset Management

The banker previously worked for Zuercher Kantonalbank and Credit Suisse.

Hawksmoor Investment Management Appoints New Non-Executive Director to Board

He holds a number of public sector roles, including Chairman of the Royal Devon and Exeter NHS Foundation Trust.

Ex-Towry boss Fisher swaps C Hoare for Smith & Williamson role

When Towry was sold to Tilney in 2016 Fisher was still a shareholder in the company, benefiting from the £600 million price tag.

HSBC Beefs Up in Singapore

The bank also moved Lina Chan, who spearheads client management and business development in Singapore

Willis Towers Watson exec joins rival

Mercer combined its investment and retirement divisions into a new wealth business a year ago in order to simplify its business structure.

Private Bank goes on hiring spree for UK push

The bank has also made a number of internal appointments

Stockton to head up Carrick Wealth’s int’l offices

Stockton, who is originally from the UK, entered the financial services industry in 2003 in a business development role

Bong, Chong and Chan named in Franklin Templeton Asia appointments

To many investors it is still best known as the corporate home of Singapore-based fund manager Mark Mobius

Executive Moves