Managers of Wealth

JM Finn names new chair in boardroom reshuffle

Steven Sussman is bringing the curtain down on his 26-year career with JM Finn, handing the reins to Luc Bertrand.

Former Ardevora sales head Rittner joins Chikara

Hugh Rittner joins the boutique’s business development team after leaving Ardevora shortly before the news last week that it was shutting down.

TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors

RBC Nets Ex-CS Private Banking Trio in Asia

In the role, he will work closely with Southeast Asia market head Cynthia Jacinto.

Changes in UBS Group management

Following Suni Harford's decision to step down from her roles at UBS, Aleksandar Ivanovic has been appointed to the Executive Board as President Asset Management.

EFG replaces product management boss with ex-Credit Suisse banker

Pietro Gottardo spent almost a decade at Credit Suisse.

Troviq hires managing director from rival Moonfare

Ed Cotton joins the private markets group to expand its presence in Europe.

Highvern Appoints New Associate Director in Guernsey

With 26 years of experience in the trust and fiduciary services industry, Simon brings a wealth of knowledge to his new role.

Langham Hall Strengthens Senior Management Team

Each of these appointments has a wealth of professional services experience, which will enable us to continue to support our clients as well as maintain our own growth.

Federal Council confirms election of FINMA CEO

Stefan Walter brings a wealth of experience in financial market supervision.

Standard Chartered names Manus Costello as Global Head of Investor Relations

He is expected to start in April 2024, and will report to Diego De Giorgi, Group Chief Financial Officer.

Insigneo Welcomes Aventura Private Wealth, and its Founder Shmuel Maya

Aventura Private Wealth selects Goldman Sachs Advisor Solutions as primary custodian

Appointment of Executive Director of the Hong Kong Academy for Wealth Legacy

Prior to joining the HKAWL, she currently serves as the Chair of the Family Office Association Hong Kong.

New Head of Wealth Management Luxembourg

With more than 20 years of experience in private banking, Bertrand Schmeler will work to continue the development of Mirabaud Wealth Management in Luxembourg reporting directly to Jeff Mouton, CEO Mirabaud & Cie Europe.

Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team

New Appointments Bring 50 Years’ Combined Experience in Financial Services

At Lombard Odier, “Team Strobaek” gets started

Based in Zurich, he also heads the Investment Solutions department and chairs the Private Clients Investment Committee.

Stonehage Fleming names head of corporate services

He was in head of CF Fund Services, BDO’s Central Administration for alternative and hedge funds

Close boosts London office with senior IM hire from Quilter

Matthew Hearsum joins CBAM’s London Mayfair office to bolster the firm’s bespoke offering, following more than a decade at Quilter Cheviot.

Newly appointed top dealmakers are charting the course of the UBS investment bank

Amundi appoints Bekhazi to deepen institutional relationships in the Middle East

Michelle Bekhazi CFA hired as Senior Vice President, Institutional Sales

Executive Moves