Managers of Wealth

Stéphane Pardini appointed Head of Wealth Management at Quintet Luxembourg

Thomas Klein appointed Group Head of Asset Servicing & Financial Intermediaries

Credit Suisse chief economist Switzerland and ex-Olympian exits UBS

Claude Maurer is leaving the megabank after more than 18 years.

Brookfield Oaktree loses Greater China wealth

She had joined from US fund house Pimco, where she led the Greater China wealth business, and before that worked at Goldman Sachs Asset Management and Man Group.

additiv strengthens UK presence with new London office and appointment of Pierre Dufauret as UK Market Head

These strategic moves underscore additiv’s commitment to strengthening its presence in the UK market and supporting its growth ambitions in the region.

Bordier UK appoint Ian Heap as CEO

The appointment is subject to FCA approval.

Hypothekarbank Lenzburg AG announces changes in management

In view of his approaching retirement, Rolf Bohnenblust has decided to step down from the management of Hypothekarbank Lenzburg at the end of 2024.

The new head of the Federal Treasury comes from within

This marks the end of the era in which the unit was led by a dual leadership.

NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office

KKR hires Swiss wealth solutions co-head from Wellington

Derya Kara will work alongside Tomislav Culic, who joined the group last year.

Geneva wealth manager hires rival’s pension desk head

AVR Capital said the appointment of Jean-Paul Stierli is part of its commitment to expanding its pension planning expertise.

Standard Chartered Global Private Bank appoints relationship managers in UK

The three new hires are expected to bolster the firm’s private banking services for UHNWIs.

Angela Petruzzi proposed as new member of the Board of Directors of Glarner Kantonalbank

She will replace the retiring Board member Benjamin Mühlemann.

Experienced wealth management trio join IAM

Laurent Cuénez, Markus Schoch and Gilles Cherbuin join VCT Vector Gestion.

Ex-Lombard Odier distribution head joins quant adviser’s board

QuantArea develops customised investment solutio

Bison Hires BNY Mellon Wealth Management Principal

Bison Wealth has expanded its New York presence with the addition of James McTiernan

Broadridge appoints David Fellah VP, AI trading solutions

Fellah will be based in New York City, NY and will report into Roger Burkhardt, Enterprise Head of AI and Data and CTO of Capital Markets at Broadridge.

JPM Private Bank hires new MD

She has been appointed managing director and team lead, based in the Hong Kong office.

Urs Monstein becomes Chief Executive Officer of VP Bank

Over the last few months, he has impressed with his leadership as well as his understanding of the corporate culture and the priorities in implementing the Bank’s strategy.

Radicant hires ex-LUKB manager to lead three sustainable impact funds

Matthias Rüegg joined digital bank, Radicant, this month.

BlackRock Appoints Head of South Korea

Based in Seoul, he will be responsible for developing and executing the firm's long-term business strategy in the country.

Executive Moves