Managers of Wealth

Ex-Credit Suisse top manager switches to real estate

He joins the internationally active Fintech Estating as a consultant.

Tilney Smith & Williamson appoints Andrew Wilkes as head of Professional Services business

In his new role as head of the firm’s Professional Services business, he will have overall responsibility for client teams working across Assurance and Business Services, Tax and Advisory.

Tilney Smith & Williamson expands US tax team with appointment of Sarjul Patel as US/UK Tax Director

Sarjul is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations

Tilney Smith & Williamson recruits experienced NHS pension specialist for Bournemouth office

At Tilney Smith & Williamson, Martin will work as part of the firm’s team of financial planners across the country with specialist knowledge and experience to help medical professionals with their complex financial needs and circumstances.

WeLab appoints Bruno Lee as wealth management advisor

Bruno is a financial veteran with 30 years of experience in the industry.

Swiss Politician Moves Into Private Banking

She has also been a member of the National Council for the Swiss People's Party (SVP) for over ten years.

Lazard Names Evan L. Russo Chief Executive Officer of Asset Management, Succeeding Ashish Bhutani, Who Will Retire After Nearly Two Decades Leading the Business

Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years

Carmignac appoints Switzerland country head

Jens-Daniel Hauske joined Carmignac in 2016 as business development director.

Northern Trust Asset Management Names Co-Head of Fixed Income

Thomas Swaney Joins with Deep Experience in Innovative Portfolio Construction

Tiff Macklem appointed Chair of the Group of Governors and Heads of Supervision, oversight body of the Basel Committee

Mr Macklem succeeds François Villeroy de Galhau, Governor of the Bank of France, who has chaired the GHOS since November 2019.

Wheelchair Rugby Athlete Katsuya Hashimoto Joins Nikko Asset Management

He also played a major role in the team’s bronze medal performance at the 2020 Tokyo Paralympics.

Credit Suisse Hires From UBS For Wealthy Israelis

Both will report to Andreea Grob, who is the market area head Israel.

Revealed: Stonehage Fleming UK family office boss exits

Roelof Botha, who had been at Stonehage since 2012, left the business to join single family office Sutton Place as a director.

SEI Announces Appointment of Ryan Hicke as Next CEO

Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman

Credit Suisse Manager Steps Aside After 40 Years

Taeschler who has been with the bank since 1982, will support the global head HR advisor along with the CEO of Credit Suisse’s Swiss Bank in Switzerland as a senior advisor commencing some time around the middle of the year.

Forum Finance appoints two new partners

These promotions are in line with the corporate governance put in place many years ago

Joins Standard Chartered Hong Kong appoints Head of Wealth Management

He will report to Lay Choo Ong and Marc Van de Walle.

Citi Appoints Top Australasian Investment Bankers

In his new role, Osmond will be responsible for providing advice to Citi’s clients on complex transactions and supporting the BCMA leadership team in Australia and New Zealand.

BNP Paribas Hires Ex-Pictet Greater China Banker

Chung reports directly to North Asia head and Hong Kong chief executive Michael Yong-Haron and locally to head of Singapore and Southeast Asia David Lim.

Rothschild & Co appoints Head of Private Client Wealth Solutions in UK Wealth Management business

David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions.

Executive Moves