Managers of Wealth

Cazenove director departs for JP Morgan exec role

Portfolio director Emily Peterson departs the firm after 15 years.

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

This next phase of leadership signals a new era for the firm

HSBC AM Appoints Global Head of Real Assets

Ghannam has more than 25 years of experience

Weatherbys hires royal archer and whisky blending banker in growth push

He is also co-founder of the award-winning Woven Whisky company in Leith

Patrick Thomas exits Canaccord Wealth

Created the sustainable themes portfolio range during 15-year tenure

Michael Diederich appointed Global Co-Head of the Corporate Bank

Based in Frankfurt, he will focus particularly on Germany and partner with David Lynne to jointly lead the division.

Mirabaud strengthens its asset management in the equity sector

Mirabaud Asset Management has appointed a new Senior Portfolio Manager for London.

BCV portfolio manager joins Vontobel

Longstanding BCV employee, Laurent Matthey de L’Endroit, has joined Vontobel as an investment adviser.

UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region

DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

UBS GWM's APAC alts specialists join UGA under new leader

Under the bank's Unified Global Alternatives division, Gunther Jost will lead the new distribution set-up in Asia.

EFG Geneva private bank chief exits for new opportunity

Lorenzo Romano confirmed he is leaving the bank, with Michael Vlahovic taking over his duties.

Amundi Switzerland appoints distribution chief

Nima Pouyan takes charge of distribution for Amundi Switzerland’s active management operations, as well as ETF and indexing sales.

Wellington Expands Zurich Team for Institutional Clients

She joined the asset manager last month and brings over seven years of experience in serving institutional clients.

FCM Trust welcomes new Chief Operating Officer

His appointment highlights FCM’s ongoing focus on operational excellence and continuous improvement across all areas of the business.

Chris Hogg Appointed to SEI Master Trust Board

Addition to Board Supports Master Trust’s Stability and Growth

John Schlesinger departs Temenos after 14 years as chief enterprise architect

Fellow company veteran Martin Bailey also departed Temenos earlier this year, ending his 25-year tenure with the Swiss vendor in May.

Keith Wosneski Joins Lazard Asset Management as Global Head of Consultant Relations

He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM.

Fabienne Hockenjos completes the executive board of Rahn+Bodmer Co.

She will join the executive board and, together with approximately 25 employees.

SCB Julius Baer risk chief exits

The Swiss bank's Thai joint venture with SCB head sees a senior departure.

DECALIA Appoints Manuel Pedretti as Region Head for German-speaking Switzerland

This strategic hire underscores DECALIA’s strong commitment to expanding its footprint in the region.

Executive Moves