Managers of Wealth

First Citizens Bank appoints executive director of external affairs

First Citizens Bank has appointed an executive director of external affairs; a newly created position.

Whampoa Group Names Bahrain Digital Bank Chair

In the role, he will be responsible for guiding the SGB executive leadership team

Savills appoints head of investment strategy and asset management in Cambridge

At Savills, he will work closely with other colleagues in the wider Investment Strategy & Asset Management team as well as the national investment team

Bettina Ducat appointed co-head of Lombard Odier Investment Managers

She will be based in Geneva and will become a Limited Partner of the Group.

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.

Ex-Pictet manager replaces AAA-rated PM at boutique

Christian Roessing takes over the two Enetia energy funds alongside co-manager Andreas Schneller.

Pierangelo Campopiano becomes the new head of customer and market

In his new role, Campopiano will sit on the CSS executive board.

Chad Alderson Joins Broadridge Canada as General Manager, Global Technology and Operations

Alderson joins Broadridge to drive continued expansion, innovation in the Canadian market

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.

Executive Moves