Managers of Wealth

New member in the Executive Management of VP Bank Group

Adrian Schneider has many years of management experience in the financial industry as well as comprehensive expertise in the investment business.

Departures at 7IM as it merges tech and client teams

Chief technology officer Will Thornton-Reid and head of IT development Steve Crichton have left the wealth manager.

Avendus Wealth Management CEO steps down

Nitin Singh has stepped down to pursue a new opportunity, prompting a reshuffle of the group’s management responsibilities.

Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston

Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.

Julius Baer Guernsey appoints James Swaisland as Chief Risk Officer

In his new role, James will be responsible for the management and control of market, operational, compliance and legal risks related to the Guernsey branch.

Close Brothers AM adds investment director

Marcus Vertue joins its London head office

Barclays announces key appointments in Global Macro

Jerry was previously Global Head of FX Options Trading at Barclays and is taking on this expanded role.

Schroders hires Tim Sargisson to run Benchmark Financial Planning

He had been chief executive of Sandringham since 2015 and before that was chief executive of James Hay where he was involved in its sale from Santander to IFG Group.

Fairstone appoints CFO amid finance team reshuffle

Fairstone has over 50 locations across the UK with a head office in Newcastle and a large London presence in its City office.

Bank Syz hires ex-Goldman banker to lead Middle Eastern business

The new hire joins as an equity partner and brings many years of experience working with wealthy clients in the region at Goldman Sachs and UBS.

Annual Conference of SSF And Christine Gugolz joins SSF Board

In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.

Wealth Wizards CEO joins advice-guidance review working group

The review will enable the Treasury and FCA to gather a detailed understanding of how the boundary is operating and what the impact is on consumers.

BNP Paribas Streamlines Asia Wealth Leadership

In the role, Lee reports to BNP Paribas Wealth Management APAC CEO Arnaud Tellier as well as BNP Paribas Hong Kong CEO Hugo Leung.

LGT Wealth India hires two from Credit Suisse India

LGT Wealth India has made two former Credit Suisse hires, amid ongoing integration with UBS.

GBST creates global cloud infrastructure role to shape its Software as a Service strategy

Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology.

PineBridge Investments Appoints Mick Sweeney as Chief Executive Officer, EMEA

As part of his role, Mr. Sweeney also serves on PineBridge’s global senior leadership team.

Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team

He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.

Executive Moves