Managers of Wealth

SJP partner firm hires head of wealth management

He has also worked for HSBC Wealth Management in various roles spanning nearly 17 years.

BX Swiss expands regulatory division and appoints Fabian Friedli as Head of Regulation

This independent department reports directly to the Executive Board and is headed by Fabian Friedli.

LGT names private banking solutions boss

LGT has appointed Patrick Bischofberger as its new head of business management and solutions.

W Series limited joint administrators launch business and asset sale process

The Joint Administrators of W Series Limited announce a forthcoming auction for certain assets of the motorsport racing series.

EdR names new investment chief as Kalbreier exits

Nicolas Bickel will start as group head of investment private banking at Edmond de Rothschild on Monday.

RBC Brewin Dolphin hires entrepreneur specialist for bespoke arm

Dan Sawyerr joins the firm’s high-end wealth proposition in the West End from London & Capital.

ZEDRA’s Joanne Fairbairn Named DC Committee Chair and Appointed to PLSA Policy Board

She has also been appointed a member of the PLSA‘s Policy Board.

HSBC Nets Ex-CS Private Banker for UHNW Segment

She was most recently at Credit Suisse for two years as a China market team leader.

JBWere appoints philanthropic services head

Her primary focus will be on improving the governance and strategic advice offered to JBWere's expanding for-purpose and philanthropic client base.

New CEO for Swiss private bank Union Bancaire Privée’s Dubai-based subsidiary

Former JP Morgan banker has been appointed following high inflows of UHNWIs, institutional clients and family offices into the region, UBP said

Rothschild & Co appoints a further senior client adviser to its Wealth Management business in Spain

He has over 30 years’ experience in the finance industry and joins from Banca March, where he worked as a Director for the last eight years, with a focus on wealthy families and entrepreneurs.

Postfinance boss Hansruedi Köng ends up in the countryside

Since the institute is family-owned, the election is likely to be more of a formality.

Liontrust appoints Heads of Global Growth Equities and Global Distribution (ex UK)

These are key appointments in enabling Liontrust to expand its fund offering, international distribution and client base.

IAM compliance firm Swisscomply makes nine appointments

SwissComply has appointed Matthias Schaad Mettler and Michael Huber as partners.

Father-son duo take major stake in Geneva IAM

Sumus Capital has made three senior appointments, including a new chair.

Evelyn Partners appoints Group Chief Marketing & Commercial Officer

Andrew, who joins from British Gas, will become a member of the Group Executive Committee

TriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private Banking

Prior to that, he worked at Mellon Financial as a vice president and financial advisor.

Arbuthnot Latham bolsters the staff in tech banking

Arbuthnot Latham adds a member to its technology banking team.

Ocorian Director Named in 2024 Eprivateclient Top 50 Most Influential List

They also drive innovation to meet the needs of wealthy individuals.

Sotheby’s taps up former private client lawyer for European leadership role

Julian Washington brings his experience as a private client lawyer and in wealth management business development to the auction house

Executive Moves