Managers of Wealth

Bank Wir chairwoman to step down to concentrate on her business

The board of directors of the bank supports the candidacy of Marc Reimann, the current vice chairman.

Syz sends Geneva private banker to head new Uruguay branch

The firm’s deputy head of Latin America Rodolfo Rodriguez will head the new office in Uruguay.

7IM partner leaves to launch new London firm

Michael Martin has left to found a new financial planning firm in London.

PGIM appoints senior diversity champion

Natalie Gill joins PGIM’s London office as vice president of DEI strategy after stints at SMBC, Santander, Deutsche Bank and Goldman Sachs.

President of Bank Wir announces farewell

At the cooperative bank Wir there will be a change at the top of the board of directors next spring.

Columbia Threadneedle recruits ex-GAM bond portfolio manager

The new hire focuses on segregated mandates for strategic insurance clients and started last month.

Downing hires M&G fixed income director

Richard Booth joins Downing’s capital solutions team off a 10-year spell at M&G.

First Sentier bolsters responsible investment team as head retires

Foulkes, based in London, has worked at FSI since 2017, focused on fixed income.

KPMG Acceleris bolsters leadership team with Partner appointment

KPMG Acceleris has announced that it has appointed Sarah Abrahams as a Partner.

J. Safra Sarasin Hires Ex-Julius Baer Bankers in Singapore

The bank has also hired Rupesh Singh as a managing director in the unit after he, too, spent eight years at Julius Baer as a former managing director senior advisor.

Private banks must move away from product pushing

Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.

Schroders Nabs Ex-JPMorgan Credit Specialist

In the newly created role, Wu is tasked with supporting the needs of credit clients and liaising with the credit investment platform to help deliver relevant credit strategies to meet future investment needs.

Arbuthnot regional boss exits to lead Devon-based firm

Francis Clark Financial Planning has recruited Chris Reah as its new managing director.

Amati Bolsters Distribution Team with the Appointment of Tom Whitfield

Whitfield spent five years in investment management with the London office of Brewin Dolphin, as part of a team managing discretionary and advisory client portfolios.

SCB Julius Baer welcomes executives from Julius Baer Group and Siam Commercial Bank

The Company is fully committed to establishing itself as the go-to wealth management business for ultra-high-net-worth individuals (UHNWIs) and high-net-worth individuals (HNWIs) in Thailand.

Stonehage Fleming appoints senior trustee in Jersey

Laura Perkins will be a senior trustee of the board responsible for managing assets held for beneficiaries.

BLKB elects new member of management

Born in Laufental, Matthias Kottmann has been with BLKB for over 10 years.

Praxis recruits Nathan Petty as Business Development Director

In his new role, Nathan will work with Dominic de Mariveles – who joined Praxis in August as Commercial Director in London – to develop the firm’s private wealth and corporate services offering.

SNB Taps its Singapore Head for Zurich-Based Role

He will be one of eight delegates for regional economic relations

Consultancy Alpha FMC appoints new CEO

Euan Fraser will leave his role as chief executive on 31 March.

Executive Moves