Managers of Wealth

ZEDRA welcomes new Deputy CEO to enhance leadership team

This appointment marks an exciting chapter for ZEDRA as it continues to enhance its leadership team with innovative and dynamic individuals.

TEAM’s Managed Portfolio Services range delivers strong performance, placing it amongst top UK providers

The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.

Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team

He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.

Close Brothers Group: CEO Leave of Absence

The group has put in place robust temporary cover arrangements to ensure continuity in the delivery of the group's strategy during this period.

Rothschild & Co’s UK Wealth Management business appoints Director of Strategic Relationships

Daniela has extensive marketing, corporate strategy and business development experience.

Quilter plc Directorate Changes

Tim Breedon has stepped down from the Quilter Board

Santander to Reshuffle Private Banking, Asset Management Units

The head of private banking in Spain, Adela Martin, will also be replaced as she gets another internal role at the bank, the people said.

Zurich family office names ex-Credit Suisse exec as client chief

Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.

Drew Kliber Joins Wilde Wealth Management Group

The new division of Wilde Wealth will deliver white glove service for high-net-worth clients

Hawksmoor hires Charles Stanley director to head investment management

Dan Ellis joins the wealth firm and becomes one of three appointments to its board.

Former CS Manager Joins One of Switzerland's Family Offices

The Finad Gruppe has appointed Jan Hüsler as a member of its management team.

Cité Gestion recruits Lombard Odier private banking trio

Philipp Haverkamp, Fabia Schulthess and Fabian Rauber have jumped ship to Cité Gestion.

Omar Castro and Javier Villanueva Join UBS International in Coral Gables

The bankers are joining from Merrill Lynch to cover the international market in South Florida.

Top execs switch jobs at Northern Trust

In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.

Former Deutsche Bank North Asia market head IM joins BDO

After over a decade at the German lender, the investment specialist has moved to a Philippines bank.

Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations

Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions

CaixaBank's Management Committee appoints Belén Martín as new Head of Private Banking

She holds a degree in Economics and Business Administration from the Autonomous University of Madrid and an MBA from IADE and completed executive programs at both ESADE and IE Business School.

GAM hires Client Director Andrea Astone in Geneva

In his new role, as Client Director, Andrea will focus on wholesale clients in French and Italian speaking Switzerland and will be based in GAM's Geneva office.

Zurich family office names ex-Credit Suisse exec as client chief

Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.

Executive Moves