Managers of Wealth

Broadridge Names Chief Legal Officer

Additionally, she will serve on the Broadridge Foundation Board, Risk Committee, and Environmental, Social, and Governance (ESG) Committee.

Year of change at One Swiss Bank as Dynagest founder finds new role

Alex Kuhn’s switch to consulting follows the appointment of a new head of wealth management and delisting from the Six Swiss Exchange.

Guernsey Finance appoints new board member

Originally based in London, Nick spent 25 years working for some of the world’s leading financial services companies including Visa and American Express.

Martin de Laureal Named President of First Horizon Advisors, Inc. and Head of Private Banking of First Horizon Bank

In his new role, de Laureal's responsibilities include Investment Management, Brokerage, Trust, Financial Planning and Family Office services as well as oversight of the Private Banking team.

Multi-asset trading platform appoints Swiss ambassadors

Bruno Langfritz, Marcel Zimmermann and Markus Ammann are new global consultants and brand ambassadors for BierbaumPro .

NAB Executive Leadership Team changes

The appointments are subject to relevant regulatory approvals.

Ocorian Promotes 34 in the Channel Islands

The promotions reflect Ocorian’s dedication to providing an environment for its people to grow their careers.

Apex Group boosts US division with new executive hire

Sanjay Vatsa has been appointed as the new Regional Head of North America at Apex Group

Former UBS adviser joins IAM as partner

Christian Helbling most recently worked for Ameliora.

Northern Trust Strengthens Atlanta Wealth Management Team

He will lead a team responsible for leveraging Northern Trust's investment, fiduciary and banking capabilities to address clients' wealth management needs

LPL’s Head of Wealth Management Departs

Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.

Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

Serial angel investor joins family office North Capital

Michael Fairbairn, who has invested in about 25 private companies, joins as an executive director.

Quilter Cheviot International hires three financial planners

The advisers are supported by paraplanner Anastasia Smith.

Schroders Wealth Management announces new global roles in Family Office, Impact and Philanthropy

This appointment will further enhance the experience of these important clients, many of whom have family members and interests across the world.

Ivan Nikolov becomes Head Convertible Bonds at Fisch Asset Management

Previously, he worked as a convertible bond portfolio manager at Aberdeen Asset Management for four years.

Reichmuth & Co is taking the next step in Germany

Her areas of expertise include regulatory auditing and supervision topics. She is also responsible for accounting, information technology, data protection and human resources.

BlackRock Switzerland chair steps down after less than a year

Michael Rüdiger has stepped down as chair of BlackRock Asset Management Switzerland.

Investment chief switches to Geneva multi-family office

Julien Etaix joins Novum Capital Partners after working at the Meyer Family Single Family Office.

New lead partner appointed to Perpetual’s wealth management division

Most recently, she was the program director of the Champions of Change Coalition, and served as an executive officer of CEOs for Gender Equality Inc. for more than six years.

Executive Moves