Managers of Wealth

UBS Wealth Unit Appoints CS Bankers to Top Roles

This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.

Top 100 star steps down from wealth boutique she co-founded

Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.

Rothschild & Co appoints Strategic Adviser in North America

Senior appointment supports continued growth of Global Advisory business.

Financial Gravity Welcomes New Family Office Director Diane Gibson

She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.

BBVA Switzerland Adds Blockchain Specialist

The bank sees traditional and digital assets coexisting in the future and is reinforcing the new business line two years after going live with a crypto offering for its private clients.

Brooks Macdonald appoints Matthew Wintour to newly created Head of International Distribution role

In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.

Integritas appoints Richard Gomersall as Senior Wealth Partner

He joins after five years at Rathbones Group, latterly as Head of Client Development.

Nucleus appoints Strategic Account Director

Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.

Nucleus appoints commercial delivery director

Laura joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.

Quilter Investors adds to Manager Research team with new hire

Prior to this, he was an investment analyst at LGPS Central Limited, and has worked across global financial institutions in analytical roles.

Barclays Names Asia Private Banking Head

As part of the appointment, Singapore head of private banking Evonne Tan will shift her reporting line from head of UK international private bank James Penny to Singh.

Banque Bonhôte’s chief client officer exits

Chief executive Yves de Montmollin has taken over management of client-facing services after the departure of André Del Piero.

Governance changes at Hyposwiss Private Bank Genève SA

The new governance structure, effective from 1 July 2023, is a natural development within the Group, as Alain Bruno Lévy was Vice-Chairman of the Board of Directors and Albert Lawi was Deputy Chief Executive Officer.

WRISE Unveils New Businesses and Appointments

WeWrise is a comprehensive corporate services organization that serves as a foundation for ultra-high net worth individuals and high net worth individuals looking to first structure their wealth.

Private Equity Fund Manager Tembusu Partners and Swiss Reuss Private AG Backs Leading Wealth Management Veteran Jonathan Ng in New Multi-Family Office

With over 25 years of extensive experience in renowned financial institutions, Jonathan brings a deep understanding of the Southeast Asian market and a remarkable track record of success.

Executive Moves