Managers of Wealth

Ex-Credit Suisse chairman resurfaces at Italian bank

Horta-Osório was chairman of Credit Suisse Group from April 2021 until January 2022.

Ex-Goldman Hedge Fund Specialist Joins UBS Wealth Unit

Wong will report to head of hedge funds and investment specialists Gunther Jost.

J.P. Morgan Private Bank expands Middle East and North Africa team with key hires in Switzerland

These bankers bring a deep understanding of the challenges facing families across the Middle East

Kingswood hires Chartered Wealth Planner from Schroders

Her appointment comes and Kingswood pledges to increase its number of female advisers from 15% to 25% this year to help tackle a lack of women advisers.

Morgan Stanley names new global co-heads of investment banking

Both have been working with Morgan Stanley for around 24 years.

Nordea Asset Management Names APAC Distribution Head

Singapore, Dhoraisingam is tasked in the newly created role with leading the firm’s business development activities in the region across wholesale and institutional business channels.

Changes to the UBS Group Executive Board

Naureen Hassan to succeed Tom Naratil as President UBS Americas; Iqbal Khan to become President Global Wealth Management

T Rowe Price hires head of intermediary for Asia ex-Japan

The asset manager has recruited Glen Lee from Eastspring for the newly created role as it looks to beef up its regional distribution team.

Ninety One's long-standing multi-asset head steps down from funds

Philip Saunders, co-head of multi-asset growth for the past two decades, has moved to the Ninety One Investment Institute.

Evelyn Partners continues South West expansion

Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced the appointment of Matt Dickinson as the firm’s first Cornwall-based investment man

EdR overhauls management in CHF 12bn real estate investment arm

This is part of the firm’s efforts to expand its offering of funds and mandates with a regional, sector or thematic focus.

Wealthspire Advisors Appoints Family Office Services Team

She joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years.

Jennifer Hawley promoted to banking officer in Alpine Bank Wealth Management

Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview

Geneva boutique hires AAA-rated PM for net zero strategy

Olivier Ken will join Martina Turner’s team.

Partners Group continues to strengthen transformational investing capabilities

He will succeed David Layton, Partners Group's Chief Executive Officer, as Head of Private Equity.

Sygnum adds SBI and Prudential tech-heavyweights to Board of Directors

Both technology leaders join Sygnum at an important time.

Indosuez Wealth Management appoints Managing Director in Italy

He also ensures the coordination of the development of the Italian clientele for all the entities of the Indosuez group.

Credit Suisse appoints investment process head

Jamie Lewin will oversee the processes within the newly created global investment division.

Lombard Odier drives strategic global development with key senior management appointments

Both Vincent and Francis will work closely together to ensure a seamless transition and consistency in governance of the bank’s Asian operations.

Fidelity with head of sales for Swiss institutional investors

With the new appointment, Fidelity underscores the importance of this business area for the future development of the company.

Executive Moves