Managers of Wealth

Four managing directors split with UBP

Pascal Gandrille, Stéphane Grossi, José Dias Coelho, Nabil Yared and René Cheseaux have left Union Bancaire Privée.

NextGen recognised as Praxis announces annual promotions

Ten promotions have been made at leadership level, with two appointments to director, four to associate director and four to senior manager.

Evelyn appoints financial planning director for South England push

Matt Dickens joins as financial planning director as Evelyn expands its team in the South of England.

Former Credit Suisse APAC asset management head exiting UBS - sources

Prior to taking up the senior role under UBS in China, Huang was the top boss heading Credit Suisse’s asset management business in Asia Pacific.

Howden Private Wealth’s Asia Chief Takes Top Job

In the role, he will guide and lead the firm across its six operating hubs in Hong Kong, Singapore, Malaysia, Dubai, Switzerland and the US.

Northern Trust Asset Management Names Director of Quantitative Solutions, International

Milan Vidojevic Latest in Series of Hires Bolstering International Team

Quintet Private Bank names a group chief risk officer

An international risk specialist joins the executive team of Quintet Private Bank.

Mattioli Woods cuts jobs in investment restructure

After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.

Fenergo appoints Andrew Brandman as Chief Customer Officer

Andrew will oversee all post-sale functions from client onboarding to software implementation, adoption and customer success while executing on Fenergo’s client-centric strategy.

Goldman Sachs names Mena head for private wealth management capital markets

Lucy da Gama Campos will focus on family offices and transactional business.

Atomos bolsters financial planning leadership team

Supporting Parekh will be a newly-appointed leadership team.

Christopher Schroeder Joins as Midland Wealth Management Senior Wealth Advisor

Prior to joining Midland, he managed his own practice at a boutique wealth management firm.

Julius Baer’s head of fund offering to step down

Swiss group outlines plan to bring in experienced investor as Patrick Roefs prepares to change role.

DBS Private Bank on a hiring spree for Thailand business

With Thailand pegged as the next billionaire capital of southeast Asia, DBS Private Bank continues building its onshore team, now with two recent additions from Credit Suisse.

Saxo Bank Strengthens Leadership: Names New Chief Risk and Compliance Officer

The company also promoted three other employees.

Quilter Cheviot appoints Caroline Simmons as chief investment officer

She will join the business in March 2024.

Partners Group further strengthens its Real Estate business with three leadership appointments

Karim Habra will become Global Co-Head of Real Estate alongside Mike Bryant, who is a Partner and the firm's current Head of Real Estate.

Morningstar Wealth appoints Chris Bishun as head of wealth solutions

Brings 20 years of experience to role

Santander Private Bank recruits M&A director for Miami biz

Victor Moreno-Barbera has around two decades experience in mergers and acquisitions and business development.

JM Finn names new chair in boardroom reshuffle

Steven Sussman is bringing the curtain down on his 26-year career with JM Finn, handing the reins to Luc Bertrand.

Executive Moves