Managers of Wealth

Breana Cole joins UBS Private Wealth Management in Boston

Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.

UBS Reshuffles Wealth Leadership at Enlarged APAC Unit

Former Credit Suisse wealth head Francesco De Ferrari will remain as a senior advisor to Khan

Pictet LatAm wealth head to step down, replacement named

Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.

Evelyn Partners announces Paul Geddes as new Chief Executive Officer

He will join the business on 3rd July

Longtime banker becomes transformation consultant

Most recently he worked as an independent consultant.

Partners Group is poaching at Goldman Sachs

The new additions are all in the Client Solutions division and are based out of the New York office.

Julius Baer recruits two private bankers for Brazil biz

The group is continuing its hiring push for its Brazilian unit Julius Baer Family Office.

HSBC boosts dedicated Alderney branch team

Mr Fogarty has more than 10 years’ experience at HSBC.

Former ZKB CEO Enters the World of Venture Capital

Verve is working to build a portfolio of startup investments across Europe

Berenberg hires boutique PM to replace departing manager

German group initiates change before existing investor departs next month.

IQ-EQ appoints Managing Director for Switzerland

He will lead our Swiss operations and be responsible for driving the growth and success of the company in the region.

TWINT Founder New To The Board Of Directors Of Swiss Stablecoin AG

This addition to the payment infrastructure will simplify processing in the digital space and enable new innovative applications.

Deutsche Bank Names New Emerging Markets Boss as Young Exits

Marco Pagliara named new chief of emerging markets immediately

Credit Suisse’s Heller, Harbonn Lead Integration for Asia Wealth

UBS expects to complete its acquisition of Credit Suisse as early as June 12, ending weeks of uncertainty for employees at both banks.

Abrdn hit with latest small-cap fund manager exit

US-based manager becomes third specialist equity investor to depart in short space of time.

SEI Appoints Jim London as CEO of SEI Investments (Europe) Limited

Leadership Evolution Reflects Company’s Strategic Focus on Global Market Opportunities

Franck Bernay is appointed Deputy CEO of Azqore in charge of Information Technology

Based in Lausanne, Switzerland, Franck Bernay becomes a member of Azqore’s General management and Executive committees.

Jacques Despont joins Bonhôte as wealth manager

After more than 30 years with a leading name in the industry, he is joining the client management team at the Lausanne branch.

Director Appointment at Alex Picot Trust

The appointment at Alex Picot Trust adds director level support to oversee an established client base and to assist in the seamless onboarding of new business.

Crypto banker takes off at Vontobel

This was confirmed by the Zurich investment house on request.

Executive Moves