Managers of Wealth

Bank Avera: Promotions

The Board of Directors and the Executive Board have decided on the following promotions and appointments as of July 1, 2024

REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.

Under François Reyl's leadership, REYL & Cie has expanded from an authorised securities dealer with 15 staff in Switzerland to a fully licensed Bank with 400 employees, an international presence and a diversified business scope.

Financial Services Group GSB launches debt and equity capital markets division: GSB Capital

Grant Bergman heads up the new division as Global Head of GSB Capital

Stonehage Fleming Appoints Pran Naidu As Senior Analyst in Global Best Ideas Equity Team

Pran joins from Melville Douglas Investment Management, where she was a senior global equity analyst and co-fund manager.

Crestbridge Family Office Services strengthens senior central team to sharpen focus on growth

The growth of Crestbridge FOS’ central team comes at a pivotal time for the firm, which marked its tenth anniversary last year and is now embarking on a new and ambitious growth journey as a fully independent and private business.

FNZ appoints Enrique Sacau as CEO for Europe

Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic expansion

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity

Steven Goulart Appointed as DWS USA Corporation Board Chairman

At MetLife, he oversaw approximately $600 billion in assets under management worldwide.

New MD James Wiseman to lead strategic growth at Praxis Guernsey

James, who was educated in Jersey and spent the first 20 years of his financial services career there, has returned to the Channel Islands with his family.

Island's financial regulator chairman retires

In its proposal for Mr Aspden's potential appointment, P&R said he was a financial professional with vast experience.

Head of Zurich's Oldest Private Bank Steps Down

Eric Steinhauser resigns from his role as CEO of Rahn+Bodmer and departs from the company.

Federal Council appoints Chairman of SNB Governing Board

He previously worked in various positions at the SNB

Close Brothers CIO and head of bespoke exit firm in restructure

Robert Alster and Giles Marshall leave as the company enters ‘a new phase of strategic development’

KKR private wealth director leaves

Andrew Cocks has left KKR, after joining the firm from Blackstone in 2021.

Barclays Private Bank Hires Ex-CSAM Duo

Barclays Private Bank has appointed Ong Shun Wei as head of discretionary portfolio management (DPM) Singapore

REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.

François Reyl becomes Member of the Bank’s Board of Directors and Chairman of its Strategic Committee.

HSBC nabs StanChart's global wealth and retail COO

HSBC has hired a Standard Chartered COO veteran to be its new COO.

Emirates Family Office Association appoints new executive director

As Executive Director, Aisha will work closely with stakeholders to drive the growth and value proposition of EFOA.

Syz Group: CFO Departs, Successor Not Yet Found

Alexandre de Montbas, who took on the role of CFO nearly three years ago, has left the Syz Group.

Executive Moves