Managers of Wealth

Senior portfolio manager Peter Sleep leaves 7IM

Departs after 17 years

Helveteq recruits former digital WM boss to head distribution

Ivan Sosio has also worked in recruitment and equity sales.

Trio exit Brooks Macdonald private client and wealth management teams

Sanderson, Whitby and Grossobel

Iress hires former adviser to drive UK Wealth growth and roadmap

Mr Parker’s appointment is part of Iress’ strategic plan to realign its software with changing customer needs

Klaus Wiemann will be the new head of private customers in the Zurich region at Migros Bank

Previously, he built up the Private Banking Switzerland business at Société Générale as Head Swiss Onshore.

LOIM names new head of wholesale distribution Switzerland

Company says move is part of its plan to increase its Swiss domestic market share.

ZEDRA strengthens Governance team with new client relationship role

Nicola has client management expertise spanning three decades.

Kamet Capital Bolsters Executive Leadership Team with Former EDB Senior VP Matthew Lee and Investment Banking Veteran Foo Khai Lin

The strategic appointments of Matthew Lee and Foo Khai Lin further solidify the firm's position

Bank of Singapore Nets Ex-CS Hong Kong COO

Prior to that, she was the defunct Swiss bank’s China equities COO.

BNY Mellon Wealth Management Appoints Sinead Colton-Grant as Chief Investment Officer

Colton-Grant will succeed Leo Grohowski who retires at the end of the year; Chris Vella to lead Investor Solutions

Brown Shipley private bank head exits for Barclays

Elizabeth Weir leaves Brown Shipley to become head of UK domestic with Barclays Private Bank.

Google Billionaire’s Family Office Hires GIC Alum for ESG

Family offices are emerging as key backers for deals and funds

The Opel family fills the Swiss family office with a new boss

Waldner has had a long career in the financial industry

Roger Weatherby takes over as Chairman of Weatherbys Banking Group

Roger served as Chief Executive of the Bank from 2000 until 2023 during which time the Bank’s assets have grown from less than £50m to £1.7 billion.

Helen Whelan named Chief Risk Officer at Brown Shipley

Whelan will be responsible for further strengthening risk management practices and controls at Brown Shipley.

Cantor Fitzgerald continues to expand its Technology Investment Banking team with nine senior hires

Cantor has been actively expanding its Technology Investment Banking group in New York, San Francisco, and London

HSBC GBP makes senior UHNW segment hires

HSBC Global Private Banking has appointed UHNW and family office coverage heads, in addition to hires late last year.

Indosuez Wealth Management adds senior bankers for North Asia, part of strategy for sustained growth in Asia

Their appointments are part of the bank’s strategy to strengthen its position in Asia by establishing teams with strong expertise to better serve specific client segments.

Caroline Oosterloo ABN AMRO interim CRO from 24 April 2024

Caroline Oosterloo has more than thirty years of experience in the banking sector.

Quilter appoints Alexander Kirby as reporting and governance manager

Kirby will focus on corporate sustainability reporting and disclosure, supporting Marisol Hernadnez and Gemma Woodward who have joint responsibility for delivering Quilter’s corporate sustainability agenda.

Executive Moves