Managers of Wealth

Valiant names new head of wealth management for Romandy

Sergio Zanelli joins the bank after working for 33 years at UBS in several roles.

New Valiant branch manager in Neuenburg

As a qualified banker, Flavio Barone has been able to continuously develop his career at various financial service providers in the region.

Goldman Sachs PWM adviser in Australia exits

An executive director at Goldman Sachs PWM in Melbourne, has departed.

Zurich adviser replaces exiting CEO who will head new Emirati bank

Henrik Kwarnmark is the new chief of the Zurich investment advisory, UCAP Wealth Management Switzerland.

Edmond de Rothschild parts ways with private banking chief

Hervé Ordioni had been part of the private bank since 1996 and had headed international private banking for two years.

Fundpath Announces Two Senior Leadership Appointments

Dominic Timberlake brings 30 years of experience in the fund information industry.

Emirates NBD bolsters Singapore wealth team

Sameer Deshpande will be responsible for the bank’s wealth management operations in both Singapore and the wider Asia region.

Charles Monat Associates New Strategic Growth Hire

He is also a member of the Chartered Professional Accountants of Canada and the Society of Trust and Estate Practitioners of the United Kingdom.

Lighthouse Canton Hires Private Banking Heavyweight

In the role, she will be responsible for strengthening the firm’s client base and leading the growth strategy for North Asia.

Rothschild Shuts Miami Office as Partner Hirschfield Retires

He had joined Rothschild’s global advisory arm in 2016 from Goldman Sachs Group Inc.

Guernsey Finance adds new member to board

Joanne has experience as Board Chair, Audit & Risk Committee Chair and Management Engagement Committee Chair.

Oak strengthens leadership team in Jersey office

Jon Donald and Stephen Prosser bring extensive experience and expertise to their roles in the private client and funds & corporate teams respectively.

Emirates NBD Name Singapore Wealth Head

In the role, he will be responsible for the Dubai government-owned bank’s wealth business in the city-state as well as Asia.

Goldman hires investment banker Beitzel from Citi to drive FIG dealmaking

Beitzel will start at Goldman in November after a period of gardening leave, according to people familiar with the matter

Broadridge Names Former COO of The Bank of London as CTO

He will be based in London and is tasked with overseeing and advancing the company's front-office trading capabilities.

Another CS Executive Joins Board of Zurich’s Clearstream Fund Centre

Erdmann succeeds Fabrice Vallat

Canaccord swoops for another Brewin veteran to join Birmingham office

Paul Fielding will join the group’s Birmingham office as investment director.

AHR Group names new head of advice

She has almost a decade of wealth management experience

Senior Merril Lynch portfolio adviser joins Reyl in Zurich

Momir Ivetic is now a senior relationship manager at Reyl’s US-focused division.

Edmond de Rothschild Middle East CEO exits

Bank has named a new CEO to oversee its Dubai office.

Executive Moves