Managers of Wealth

Mirabaud AM appoints sole convertibles head

The previous co-head for convertible bonds has left the company.

Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle

Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.

JPM star Wang to step down from $14bn worth of China funds

Citywire AA-rated manager Howard Wang will step back from running money directly as part of a relocation to the asset manager’s Taipei office.

Northern Trust Strengthens Wealth Management Team in Minneapolis

Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.

Quilter Cheviot enhances charities team with investment manager hire

Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.

Citi appoints Selim Elgen as head of global wealth in MENA

Venkat Mahadevan was named as the consumer business manager

Pictet Accelerates its Zurich Wealth Management Transition

It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.

Well-known asset manager with a new mandate

The new supervisor comes from a Zurich asset manager.

Ralph Hendriks appointed as Managing Director ABN AMRO MeesPierson

ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe.

Evelyn Partners adds leading international disputes team to its Forensic Services practice Team led by Nicholas Good to join from KPMG UK

The agreement with KPMG will also see the transfer of seven of his colleagues, who collectively have 80-years’ experience in delivering Forensic engagements, predominantly in relation to disputes.

Wealth management firm expands regional teams

They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.

Robert Kirkby Appointed Independent Director of Butterfield Jersey

Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.

Ocorian appoints Global Head of Regulatory & Compliance

During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting

REYL Intesa Sanpaolo appoints Head of Wealth Management

Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.

Credit Suisse chair re-elected at AGM as shareholders reject CEO pay

‘I am truly sorry’

Zurich boutique adds renewable energy scientist to ethics board

The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.

Graubündner Kantonalbank appoints private banking team head

Lisa Zenk is the new head of a private banking team in Chur.

T Rowe Price global tech manager steps down

Alan Tu has stepped down and Dominic Rizzo, who was named co-manager of the Global Technology Equity fund in December, will become the sole manager of the strategy.

Invesco promotes UK equity manager to work with AAA-rated Walker

Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.

Chilvers to take lead of Rathbones High Quality Bond Fund

Current manager Noelle Cazalis is exiting the firm after 12 years

Executive Moves