Managers of Wealth

Investec Switzerland hires Schroders PM in leadership role

Jaime Arévalo has joined Investec in Zurich as a senior portfolio manager.

New LGT Wealth Management CEO appointed

Ben Snee is succeeded by Heinrich Henckel.

MUFG to boost hiring in Japan’s wealth management sector- report

The initiative aligns with the bank's strategic focus on the wealth management sector.

Former RBC Brewin Dolphin research head joins Titan Wealth

Michael Paul joins Titan as an associate director after 11 years with RBC Brewin Dolphin.

Rothschild & Co Bank International welcomes Banking Services Business Development Executive in Guernsey

We are delighted that Andrew has joined us as we continue to grow our Banking Services business

ZKB names insider as chief investment officer

After five years with the bank, Anja Hochberg is set to succeed Christoph Schenk, who is retiring, as CIO.

MUFG is hiring more bankers in Japan wealth management push

That compares with around five hires a year recently.

KeyBank Promotes Alessi to Regional Director of Wealth and Estate Planning, Miles to Market Leader of Key Private Bank

Alessi will lead wealth management teams throughout the KeyBank’s East Region, including offices in New York, New England, Eastern Pennsylvania and Florida.

JM Finn adds another Investec W&I manager to new court of protection arm

Tom Cheesman reunites with former Investec colleague, Jonathan Taylor, at the wealth firm's new division.

Leadership Transition Announced at LGT Wealth Management UK

He knows LGT inside out, and as a member of the LGT Wealth Management UK Governing Board

Diya Lowe takes over as Head of Distribution Asia Pacific

Diya Lowe took up her new position this month.

FNZ appoints Jon Gidney as Chair of APAC Board

Trevor Matthews has retired after more than a decade of service

LGT Wealth Management co-founder and CEO Ben Snee to depart

Heinrich Henckel will succeed Ben Snee and is expected to remain in post for two to three years while a more permanent succesor is sought.

Citi Reincorporates Ramón Pacios as Wealth Group Executive

According to the post on the professional social network, Pacios, with more than 32 years of experience in the industry, “is a proven leader who has led national and international teams”

Citi poaches BofA banker for vice chair of tech investment banking

Ric Spencer was global co-head of technology investment banking in BofA.

Neue Bank welcomes ex-big bank relationship managers

The private bank has recruited senior relationship manager Harald Mitschnigg alongside his junior counterpart Nazmie Fejza.

Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager

She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.

Bellevue Strengthens Asia-Pacific Presence With Senior Appointment

Bellevue Asset Management has appointed Diya Lowe as Head of Distribution Asia Pacific, underscoring the firm’s ambitions to accelerate growth in the region.

LGT recruits ex-UBS bankers for new team in Geneva

LGT has recruited a five-person team to cover the Portuguese market, including ex-UBS bankers Ricardo Dias Afonso and Joao Correia.

Boston Consulting Group appoints Benjamin Morach as Head of Switzerland

He has extensive experience guiding financial investors through all stages of the investment lifecycle

Executive Moves