Managers of Wealth

EFG announces the nomination of Richard Metcalf as Chair of the UK Board

He will succeed John Reed, who is retiring after nine years in this role.

Rob Burdett exits Columbia Threadneedle sparking multi-manager overhaul

Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.

SNB Chairman Thomas Jordan to step down at end of September 2024

They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.

Schroders: Directorate Change

Iain has been a member of the Audit and Risk Committee since 1 January 2024

Fidelity International appoints Keith Metters as president of business

Will replace CEO Anne Richards, who will return as vice chair

Former Investment Trends CEO joins Netwealth

As well as her non-executive role, she will join Netwealth’s audit and investment committees.

LGT nets two Greater China bankers from Morgan Stanley PWM

The pure-play has hired a senior private banker who covers Greater China, based in Singapore, to beef up its coverage of the region.

Multi-family office names former HSBC Global PB Mena chief as partner

Sobhi Tabbara becomes partner at Geneva's HBK Investments Advisory on 1 March.

Obwaldner Kantonalbank expands the squad

They have been working at the cantonal bank for several months.

Citi announces Head of Banking and Executive Vice Chair of Citi

He will join Citi’s Executive Management Team and serve on the Board of Citi Foundation

Promotions reinforce Dentons’ strength and growth in Private Wealth and Corporate practices in New Zealand

DWS Strengthens Fixed Income Investment Platform with the Addition of Industry Veteran, Stephen Cianci

He will be based in the New York office and report to Shilpa Lakhani, Head of Portfolio Management Fixed Income Solutions.

IQ-EQ appoints Head of Fiducies, France

She has extensive Fiducies operations experience spanning secure banks, investors, corporates and institutions.

Coutts Crown Dependencies appoints new Head

His many responsibilities have included leading the Middle East, Africa and Asia Pacific markets, and specialising in ultra-high-net-worth non-resident and resident non-domiciled clients.

Zurich investment house hires Mittelland star from Credit Suisse

UBS, which decided last August to fully integrate CS's Swiss business, prefers to rely on its own strengths in the Mittelland.

Markus Hipp will be the new head of “Sales for Private Customers” at BKB

In this respect, he knows the needs of customers from his own experience and is also very well connected in Basel.

Barclays fund selection head exits

Ian Aylward leaves the group following the merger between the wealth and private banking divisions last summer.

Barclays' Omar Faruqui appointed Director General of the UK Takeover Panel

Mr. Faruqui has over 25 years of experience in investment banking and has advised on numerous acquisitions and disposals

Northern Trust Announces Head of Global Fund Services, EMEA

The appointment is effective April 1, 2024, subject to regulatory approval.

Quilter appoints two new firms to its advice network

The business specialises in providing bespoke and comprehensive wealth advice for high net worth and ultra-high net worth clients across the sports, media and entertainment sectors.

Executive Moves