Managers of Wealth

Natixis IM Affiliate Ostrum names new COO

Gaëlle Théaud-Gautheron has been named chief operating officer of Ostrum Asset Manageme

UBP nabs new German team head from Credit Suisse in Zurich

Union Bancaire Privée has hired an experienced team lead from Credit Suisse to expand its German wealth management.

Northern Trust Asset Management Announces Naoto Komoro as Head of Japan Office

Komoro will also continue in his current role as Head of Institutional Client Group, Japan and becomes Representative Director and Chair of the Board of NTGI, subject to regulatory approval.

UBS sustainable and impact advisory head exits

Gifford has worked for both Credit Suisse and UBS in senior sustainable investing roles.

EFG private banker joins Hong Kong EAM

Aspenwood Capital recruits EFG private banker as a managing partner.

Nedbank Private Wealth appoints new head of financial planning

Hein Klee believes a culture of collaboration and knowledge-sharing among financial planners can drive innovation and best practices.

Ex-Lombard Odier Asia Switzerland head to join Bordier

The former Singapore head of private clients at Lombard Odier is expected to join Bordier in September.

Schroder & Co names head of private banking Zurich

Isabelle Blöchlinger is promoted to head of private banking Zurich after 16 years with the bank.

Apex Group appoints new Head of Private Clients and Family Office

She joins Apex to lead on the private clients and family office service offering

Deutsche PB makes senior changes in Asia

The moves are in line with the private bank's new emerging market investment model.

Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.

Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist

Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis

Santander Private Banking Strengthens Its Dubai Office With Four New Hires

In the past month, the entity has strengthened the Dubai team with the addition of four new professionals

Zurich Multi-Family Office Expands Real Estate Offerings

It is now also active in the area of existing properties.

Investment director let go by Mattioli Woods joins boutique

Ian Goodchild joins Becketts Asset Management after leaving Mattioli in January in the wake of a restructure of its investment proposition following a decade with the business.

Banque Audi Suisse names private banking head

Walid Moukarzel succeeded Youssef Nizam in May after the latter became general manager of the bank.

Oak Group appoints Group Chief Operating Officer

David will oversee the day-to-day administrative and operational functions at Oak.

Goldman Sachs Asset Management’s EMEA ETF head to retire

In the interim, Thompson was president at Source ETF from 2008 to 2016 before it was acquired by Invesco in 2017.

Two Basler Kantonalbank BoD members resign after decade at firm

Karoline Sutter and Urs Berger will not stand for re-election at the next AGM.

Executive Moves