Managers of Wealth

InvestCloud installs former Fiserv chief as CEO

Yakubi was previously the CEO and chairman of Fiserv

Quilter appoints Craig Ross as head of adviser propositions

The pressures of increased prices and high interest rates are expected to remain for some time yet, so it is vital that people take steps to improve their financial situation sooner rather than later.

Edinburgh Investment Trust names deputy manager as de Uphaugh retires

Liontrust's Emily Barnard promoted

Changes to the UBS Board of Directors

Gail Kelly to be nominated for election to the Board of Directors at the upcoming Annual General Meeting of UBS Group AG and of UBS AG.

Aberdein Considine grows Wealth business with appointment of Edinburgh-based Chartered Financial Planner

He joins AC Wealth from Johnston Carmichael Wealth, where he was both Head of Proposition and a Chartered Financial Planner.

Julius Baer Nabs Ex-CS Banker in Singapore

Prior to that, he spent a decade at Citi Private Bank, last as a relationship manager for the ultra-high net worth segment.

Lansdowne Partners names CEO as Suzi Nutton retires

Brian Heyworth takes over

PineBridge Investments Names Head of Intermediary Distribution, APAC and EMEA

Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.

Goldman Sachs Names New Head of Retirement

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth

EFG opens new offices in Gstaad and St. Moritz and appoints local business heads

The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.

J.P. Morgan AM Appoints New Head of Switzerland

She replaces Claude Kurzo, who had already been promoted to a new function in London last year.

Arbuthnot hires veteran Adam & Co media and sports specialist

Mark Penny spent 21 years with Adam & Co, but has now taken up a private banker director role in Arbuthnot’s media team.

Close kicks off 2024 with two more senior Investec W&I hires

Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.

Lugano wealth manager hires ex-Vontobel quant as deputy CIO

Yves Schläpfer has joined Copernicus Wealth Management alongside Giuseppe Deni, who will take up the role of quantitative portfolio manager.

Crestbridge Family Office Services welcomes 2024 with four promotions

Effective from 1 January 2024, these promotions recognise the achievements and contribution of these team members to the business.

TISE announces promotions and appointment to build on success

TISE has 37 employees operating across Dublin, Guernsey, the Isle of Man, Jersey and London.

Reappointment of Executive Chairman cum CEO for Labuan IBFC Inc. Sdn Bhd

Subsequently, he joined Labuan FSA and was promoted to the position of Deputy Director General of Labuan FSA.

Alpha FMC Hires UK Wealth Management Consulting Team

He worked across asset and wealth management, banking, life & pensions, savings and investments and technology both as a consultant and a business leader.

JP Morgan AM expands European ETF sales team with triple hire

Appointments from Amundi, UBS Investment Bank and Susquehanna

Executive Moves