Managers of Wealth

Richardson Wealth Appoints Derek Perritt As Vice President, Wealth Panning And Solutions

As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture.

St.Galler Kantonalbank nominates Stefan Scheiber as member of the Board of Directors

He is also on the Board of Directors of two other industrial companies and a member of the Executive Committee of Swissmem.

Welcome To Our New Non-Executive Director, Marion King

Marion brings extensive experience to the role

Credit Suisse Integration: A Springboard for UBS Talent

Recently, it has become apparent that whenever there's a snag, the corporation taps into the talent pool of its Swiss unit.

Raffles Family Office Elevates Kendrick Lee to CEO, Singapore

Advancing firm’s cross-border capabilities and presence in Southeast Asia

T. Rowe Price Expands Australia Intermediary Team

In the role, she is responsible for spearheading efforts to service and grow the US asset manager’s financial adviser client base in parts of Sydney and across New South Wales.

GAM appoints Daniel Durrer as head of Switzerland distribution

Daniel will be responsible for client relationships and business development across Switzerland and Liechtenstein together with his team, based in Zurich and Geneva, focused on institutional and wholesale clients.

TwentyFour Asset Management announces retirement of Mark Holman

Mark has been part of the Multi-Sector Bond investment team, since it was launched in 2009, and the team has subsequently grown to 14 further investment professionals.

UBS sees three more bankers exit across SG and HK

Three private bankers have left the Swiss bank across Singapore and Hong Kong, as Asia Pacific president Edmund Koh suggested the job cutting is almost complete.

Nordea targets institutional investors in Switzerland

They come from Franklin Templeton and Vontobel.

Caprock Appoints Former NFL Player To Head Strategic Development

Fowler will serve as a jack-of-all trades in that he will work to recruit both prospective clients and other service providers to work with Caprock

Gorman to Step Down as Morgan Stanley Chairman at End of Year

Gorman's decision to step down after giving up the CEO role in January is seen as a vote of confidence in Pick’s leadership.

Vontobel recruits relationship manager from Zürcher Kantonalbank

Jeffrey Melliger joined Vontobel on 1 May in Zurich.

Cité Gestion expands partnership

The firm has promoted two Geneva-based staff to the position of partner banker.

AFH Wealth investment research head exits after 16 months

Former Citywire Wealth Manager Top Under 30 star Benjamin Benson is exploring other opportunities after leaving his role at AFH.

Abrdn launches succession plan as chief exec steps down

The company added that it will consider external candidates for the top job.

Former Zurich Head of Lombard Odier Now at Swiss Family Office

As part of the management change last autumn at Lombard Odier, Andreas Arni handed over the regional management of the bank to Sabine Heller and left the firm

Changes in the Board of Directors of Migros Bank AG

In his role as the new Chairman of the Board of Directors, he ensures strategic continuity at Migros Bank AG.

Three directors join the Investment Association Board

The changes to the Board of Directors will take effect immediately.

Northern Trust Names Ryan McCauley Senior Managing Director of the Foundation & Institutional Advisors Practice in the West

Prior to his current position, McCauley served as Regional Director for Foundation & Institutional Advisors in Arizona, Colorado and Texas

Executive Moves