Managers of Wealth

Oberon Investments - Appointment of Nicola Mitford-Slade

Appointment of Nicola Mitford-Slade as a Non-Executive Director Hon. Robert Hanson to stand down from the Board

Kingswood appoints CFO and head of wealth planning

He was Intertrust Group director of finance and SFM Europe group finance director.

LGT Private Banking names new head of business UHNWI Switzerland

He formerly spent six years as head of business development at Diem Client Partner

Ex-Credit Suisse wealth boss to exit UBS

Senior wealth manager Francesco de Ferrari is leaving the group, following the emergency merger of Credit Suisse and UBS almost a year ago.

Stonehage Fleming employs trustee director

She is based in Neuchatel and reports into Philippe de Salis

Morgan Stanley Miami advisor exits for LatAm wealth shop

Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.

Three senior execs leave Swiss private bank Rothschild

Four heads at the Swiss private bank have exited amid further departures over recent months.

Northern Trust Appoints Market President for Dallas-Fort Worth

She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.

BIL Suisse Appoints Market Head for APAC

She subsequently transitioned from HSBC Beijing as a Team Head Personal Finance to Bank of China International in Private Wealth Management in Hong Kong.

Evelyn Partners continues North West expansion with financial planner appointment

Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.

Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group

This appointment marks a milestone in the Group’s growth and strategic direction

Swiss financial advisor sets the course for new growth

Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.

Kreditarbank Lenzburg AG announces the successor to CEO

He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.

Julius Baer names new group head of South-east Asia

He reports to Yee Chin Lit, market head for South-east Asia.

Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser

Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles

Quilter appoints Kirsty Anderson to further strengthen technical support for advisers

Prior to that she was a business development manager at Royal London having previously worked for Standard Life.

Wealth manager Brown Shipley strengthens Leeds office to support strategic growth

A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.

Fidelity International appoints equity chief as it splits CIO role

Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.

GAM Appoints Head of Distribution for Japan

In his role, he is responsible for servicing of wholesale and institutional clients in Japan.

Janus Henderson poaches UK distribution head from Ninety One

He joins from Ninety One

Executive Moves