Managers of Wealth

Credit Suisse’s Heller, Harbonn Lead Integration for Asia Wealth

UBS expects to complete its acquisition of Credit Suisse as early as June 12, ending weeks of uncertainty for employees at both banks.

Abrdn hit with latest small-cap fund manager exit

US-based manager becomes third specialist equity investor to depart in short space of time.

SEI Appoints Jim London as CEO of SEI Investments (Europe) Limited

Leadership Evolution Reflects Company’s Strategic Focus on Global Market Opportunities

Franck Bernay is appointed Deputy CEO of Azqore in charge of Information Technology

Based in Lausanne, Switzerland, Franck Bernay becomes a member of Azqore’s General management and Executive committees.

Jacques Despont joins Bonhôte as wealth manager

After more than 30 years with a leading name in the industry, he is joining the client management team at the Lausanne branch.

Director Appointment at Alex Picot Trust

The appointment at Alex Picot Trust adds director level support to oversee an established client base and to assist in the seamless onboarding of new business.

Crypto banker takes off at Vontobel

This was confirmed by the Zurich investment house on request.

NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner

His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.

Hargreaves Lansdown appoints chief investment officer

Vaughn will be responsible for the HLFM fund range.

J.P. Morgan Asset Management Hires Interest Rates Expert

Experienced investor joins the firm from TD Securities

Zurich wealth manager overhauls executive management

There are four new appointments at Zurich-based Reuss Private.

Waverton hires new chief financial officer from WH Ireland

Waverton Investment has appointed Steve Chhoker as chief financial officer.

IQ-EQ Guernsey appoints two Directors

Nel joins IQ-EQ from Stonehage Fleming

Ex-Indosuez Banker Resurfaces at Guotai Junan

In this role, she is responsible for building the wealth management unit in Singapore.

Barclays Relocates London Private Banking Duo

Previously, he worked at Linklaters as a senior lawyer specializing in M&A for real estate clients such as sovereign wealth funds, listed property companies and private investors.

Lloyd Kurtz Joins Montecito Bank & Trust Wealth Management Team

Kurtz will advance the group’s impact/ESG investment practice and design portfolios for clients that align with individual values and investment goals.

Barclays Private Bank Makes Senior Appointments in Singapore - Statement

The lender has appointed Tom Road as its deputy head of Barclays Private Bank in Singapore.

Hargreaves Lansdown taps Brown Shipley's investment chief for CIO role

Toby Vaughan joins

Bantleon further expands bond management

Luca Orlando has more than nine years of experience as a credit analyst and more than four years as a portfolio manager at Cape Capital AG in Zurich.

Vermeer hires Cazenove director to launch financial planning arm

Chris Hogarth joins the wealth manager to lead the development of a new financial planning business.

Executive Moves