Managers of Wealth

Liechtenstein IAM appoints ex-bank CEO as chair

Pietro Leone, who spent 14 years as a member of the executive board at Neue Bank in Vaduz, has now taken the post at SSI Asset Management in Balzers.

Schroders Appoints Head of Operations for Asia Pacific

Based in Singapore, she reports to global head of platform services Dionne Smith and global head of platform change Keith Frimpong.

Credit Suisse's Former Qatar Branch Chief Joins UBP

UBP has appointed Arfat Qayyum as the senior executive officer of its Dubai office

CHF 50bn institutional adviser hires Dynagest CEO

Aymeric Converset, who recently left One Swiss Bank’s Dynagest unit, has become a partner and deputy CEO at MBS Capital Advice.

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Until this past July, Concesi served at the investment bank as associate market executive in the Wealth Management Miami & Islands division

J.P. Morgan Nets Ex-HSBC Private Banker

He joins the bank’s China team in the Hong Kong office to cover ultra-high net worth clients.

Allianz GI creates new department for Björn Jesch

Former DWS Switzerland chief Björn Jesch will head the newly created product solutions and marketing division.

W1M pushes private wealth expansion with RBC Brewin Dolphin hire

Ex-UBS financial planner Keith Sheehan joins as wealth manager in the private wealth team.

Simon Quick Advisors Names Benjamin F. Renzo, Esq. as Head of Family Office to Strengthen Risk Management and Family Office Services

Strategic hire enhances Simon Quick's capabilities in serving ultra-high-net-worth families, entertainers, and professional athletes with tailored family office solutions

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

Bergos Private Bank: Merrill Lynch Veteran Becomes New Chairman

He previously served as CEO of Merrill Lynch Bank (Suisse) in Geneva and Union Bancaire Privée (UBP) in Zurich.

Corum Vermögensverwaltung AG strengthens international focus with appointment of Vanessa Muenzhuber

Experienced wealth manager with over 25 years experience joins as International Wealth Manager

Former Schroders value head Nick Kirrage tipped to join Brown Advisory

Nick Kirrage exited the UK-based asset manager after 23 years.

Simon Quick Advisors Names Benjamin Renzo, Esq. as Head of Family Office

Ben previously served as Founder and Managing Partner of Premier Family Office, with offices in Los Angeles and Des Moines, where over the past 25 years he provided sophisticated family office services for selected clients.

Swiss top chef makes career in the Black Forest

This brings the young St. Gallen native ever closer to the helm of one of Germany's most prestigious restaurants.

AllianceBernstein appoints head of Nordic region

Based in Stockholm, he will lead the firm’s client activity across the Nordic markets.

JP Morgan Switzerland taps private bank for new risk chief

Carine Casteu, who had worked at Piguet Galland since 2014, is the latest in a string of experienced recruits joining JP Morgan’s Swiss operations.

Cité Gestion hires multi-billion Lombard Odier investment team head

Marc Gaechter, who ran a team covering the Middle East, Eastern Europe, Turkey and Africa for Lombard Odier, has come on as a senior investment adviser.

Barclays Asia PB head Nitin Singh exits in restructure

The bank is moving to a market coverage structure in Asia, following success in the Middle East.

Bank Aston Appoints First Two Non-Executive Directors

The size of the market is huge and so is Bank Aston’s potential.

Executive Moves