Managers of Wealth

Swiss financial advisor sets the course for new growth

Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.

Kreditarbank Lenzburg AG announces the successor to CEO

He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.

Julius Baer names new group head of South-east Asia

He reports to Yee Chin Lit, market head for South-east Asia.

Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser

Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles

Quilter appoints Kirsty Anderson to further strengthen technical support for advisers

Prior to that she was a business development manager at Royal London having previously worked for Standard Life.

Wealth manager Brown Shipley strengthens Leeds office to support strategic growth

A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.

Fidelity International appoints equity chief as it splits CIO role

Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.

GAM Appoints Head of Distribution for Japan

In his role, he is responsible for servicing of wholesale and institutional clients in Japan.

Janus Henderson poaches UK distribution head from Ninety One

He joins from Ninety One

EFG announces the nomination of Richard Metcalf as Chair of the UK Board

He will succeed John Reed, who is retiring after nine years in this role.

Rob Burdett exits Columbia Threadneedle sparking multi-manager overhaul

Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.

SNB Chairman Thomas Jordan to step down at end of September 2024

They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.

Schroders: Directorate Change

Iain has been a member of the Audit and Risk Committee since 1 January 2024

Fidelity International appoints Keith Metters as president of business

Will replace CEO Anne Richards, who will return as vice chair

Former Investment Trends CEO joins Netwealth

As well as her non-executive role, she will join Netwealth’s audit and investment committees.

LGT nets two Greater China bankers from Morgan Stanley PWM

The pure-play has hired a senior private banker who covers Greater China, based in Singapore, to beef up its coverage of the region.

Multi-family office names former HSBC Global PB Mena chief as partner

Sobhi Tabbara becomes partner at Geneva's HBK Investments Advisory on 1 March.

Obwaldner Kantonalbank expands the squad

They have been working at the cantonal bank for several months.

Citi announces Head of Banking and Executive Vice Chair of Citi

He will join Citi’s Executive Management Team and serve on the Board of Citi Foundation

Executive Moves