Managers of Wealth

Property boutique Helvetica’s CEO to step down after 17 years

Hans Holdener will take on a business development role after the handover.

New Head of Compliance role at Praxis Malta

She holds the International Compliance Association diploma in Anti Money Laundering, specialist-level certification from the Association of Certified Anti Money Laundering Specialists

IQ-EQ names new Chief Commercial Officer for the Americas

David’s promotion to CCO, Americas will see him join IQ-EQ’s U.S. senior leadership team, where he will work closely with the wider team continuing to build on the firm’s solid growth in the U.S. and implementing further strategic growth

Maybank appoints wealth management head Alvin Lee as Singapore CEO

As a member of the group executive committee, he will report to Maybank’s president and group CEO Khairussaleh Ramli.

Itumeleng Merafe takes reins at Investec Private Bank

Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.

Indosuez hires global head of external asset management

He holds master's degrees in finance and business law and tax from the University of Bordeaux.

Atomos London head reunites with former colleagues at Oberon

Stuart McCann will be joining Top 30 Under 30 star Harry Finster and former Atomos CIO Phil Smeaton at Oberon Investments.

Fidelity hires infrastructure equity and debt heads in private asset push

Schroder’s Chantale Pelletier and Ares’s Emma Haight join as Fidelity steps up its private assets push.

BOS Hires Former BNP Paribas Banker in Dubai

Prior to that, he spent 14 years in Citibank’s London and Singapore offices serving in various capital markets, advisory and product management roles.

Partners Group announces updates to its Executive Team

He will remain a Global Investment Committee member and Co-Head of Investments, with overall responsibility for the firm's Private Infrastructure, Private Real Estate, and Private Debt businesses.

7IM appoints new private client and London heads

Former Santander PB head Ben Covey has been appointed head of private clients, while Catriona Reed has been promoted to London head.

Claire Mann joins Hampden & Co as Head of Client Proposition

She will report to Andrew Bell, Chief Commercial Officer at the bank.

CISI appoints Chris Clark and Sushil Saluja as new members of the Board

The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.

Evelyn Partners appoints Bindesh Sajvani as Chief Risk Officer and Group Head of Compliance

Prior to this he was Global Chief Risk Officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.

Praxis announces senior appointment to its yacht management team

As part of his new role, for which he will be permanently based in the UK, he is taking on the position of Designated Person Ashore.

Former senior banker at JPMorgan among four recruits joining UBS

Firm adds advisors in Florida, Missouri, and Mississippi.

Sean Gallagher Joins Lazard Asset Management to Lead the Firm’s Small Cap Equity Platform

Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management

Advisor Andrea Freiman joins UBS Private Wealth Management in Miami

Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.

Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor

Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform

Postfinance CEO won’t land until next year

This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.

Executive Moves