Managers of Wealth

Appointment of senior regional officers within Crédit Agricole CIB

All three report to Xavier Musca, Chief Executive Officer of Crédit Agricole CIB.

Appointment of Bertrand Cozzarolo as Head of Societe Generale Private Banking

He will replace Patrick Folléa, who has decided to exercise his right to retirement, and to pursue new challenges outside the banking industry.

Altum Group Appoints Chief Risk Officer.

John brings with him a wealth of experience, having spent more than 20 years in the financial services sector.

Titan Wealth expands sales team with two hires

These appointments come at a time of exceptional growth for the business.

Credit Suisse Announces New Group Treasurer

His most recent role at the latter was global head of group asset and liability management.

Pictet appoints Verena Gross as Pictet Wealth Management’s Head of Zone Swiss-German Market

The appointment will take effect on 1 July, when Victor Aerni, currently Head of Zone Swiss-German Market, takes up his new role as CEO of Pictet Wealth Management in Asia.

SEI Names New Head of Asset Management Distribution in Canada

She previously served as Director of Business Development for SEI Asset Management Distribution, and prior to joining SEI, Gill held roles at BMO Nesbitt Burns.

Stéphanie Maarek has been appointed Head of Compliance of BNP Paribas

Stéphanie Maarek, Chief Conduct and Control Officer for Global Markets and CIB since 2017, will succeed Nathalie Hartmann, Head of Compliance and member of the Group’s Executive Committee since 2017.

Financial Advisor Garth Allan joins UBS in Newport Beach

Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.

Dr Yvonne Wicki Macus and Dr René Cotting to be proposed for election to the Board of Directors

The Board of Directors of Helvetia will propose Dr Yvonne Wicki Macus and Dr René Cotting for election to the Board of Directors.

Zwei Wealth hires UBS veteran to develop family office business

Daniel Hug is a wealth officer and handles client mandates.

Ariane Riedi Wirth new member of the Executive Board

When she takes up her post on March 1, 2023, she will also assume responsibility for important departments such as the Risk Office Products & Digitization, Marketing, and Human Resources & Training.

Investec Wealth and Investment names new head of research

Her role will focus on ensuring Investec Wealth and Investment’s research capability remains “industry-leading”.

Credit Suisse promotes wealth management execs to MD roles

Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and Client due diligence.

CREALOGIX names Christophe Biollaz as its new Chief Financial Officer

Christophe Biollaz has over 20 years’ experience as a CFO, including with the international MCH Group and at Saint-Gobain Switzerland since 2020.

Bellevue grabs entire team from Partners Group

Bellevue Group , based in Küsnacht near Zurich, is bringing an experienced secondaries team on board in Steven Kroese , Lars Honegger and Chris Davies

Cazenove Capital announces its eighteenth senior hire across the UK, in response to continued client demand in the North East of England

He will work closely with Simon Pearson, Cazenove Capital’s Regional Head for the North of England, to service the existing client base, whilst also supporting the growing community of business owners and entrepreneurs.

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