Managers of Wealth

Ex-UBS Basel wealth management head joins Top 50 IAM board

Roman Jermann worked for UBS for over two decades.

Head of stock exchange trading leaves SIX

Thomas Zeeb will leave the company at the end of January 2023.

Nedbank Private Wealth strengthens Jersey Wealth Management Team

Richard Tribe has been appointed as a senior private banker and brings more than 35 years’ experience in the offshore financial industry.

7IM ESG fund manager retires

Prior to joining 7IM in 2006, Ritchie worked at Phillips and Drew as a charity fund manager and, at Chiswell Associates, managed a portfolio of small-cap UK growth companies.

Leo Wealth Nets Former Pictet Banker

In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.

Morningstar Appoints Singapore Director in ESG Arm

Asazuma joined Morningstar Sustainalytics in its Tokyo office in 2019 after 20 years with Nomura Securities in Singapore, Hong Kong and London.

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'

Socius Family Office - Announces Ron Tenhagen as Chief Investment Officer

Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.

Blackrock Veteran Named as APAC Wealth Head

Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.

Julius Baer hires Credit Suisse bankers for Swiss market

Both new hires originally come from the sports world. Zellweger was an Olympic gymnast, while Luethi was a professional ice hockey player.

Zwei Wealth expands with four new partners

Three of the newly hired partners – Daniel Hug, Loris Capoferri and Nicolas Debons – have previously worked for UBS.

Muzinich appoints Switzerland head

Hans Valer succeeds Martin Gut, who is stepping down from the role after four years.

Belasko appoints new Chief Executive Officer

Moving forward, Edward will base himself in London and divide his time across Belasko’s extensive operations in the four jurisdictions of Guernsey, Jersey, UK and Luxembourg.

Credit Suisse loses two more senior private bankers in Hong Kong

Credit Suisse has seen a slew of senior banker departures as it undertakes an overhaul of its business following years of scandals and management missteps.

Nomura Appoints New Head of Onshore China Business

These latest appointments are part of Nomura’s drive to take the NOI business to the next phase of its development.

Nomura Asset Management Taiwan taps insurance executive as new CEO

Nomura Asset Management Taiwan announced his appointment in a statement on January 4, three days after it became effective.

Standard Chartered Appoints Hong Kong Banking Head

He first joined Standard Chartered in 1997.

EQ promotes Kasim Zafar to CIO

While Louise McLean joins as investment operations head

Janney Montgomery Scott names new wealth management chief

With 30 years of experience in the fields of financial services, wealth management and technology, Yackel previously held various leadership positions at SEI, Envestnet, Fortigent and Prudential.

Alex Picot adds Solange Rebours to board

As Senior Trust Officer based in Jersey, she built longstanding client relationships over two decades.

Executive Moves