Managers of Wealth

Geneva AM makes three hires as part of expansion

Iteram Capital was established in 2015 and holds a Finma licence.

Canaccord Genuity Wealth Management appoints Jo Jehan as Guernsey stockbroker

Jo brings to the firm 30 years of experience as an advisory stockbroker and qualified investment adviser for intermediary clients and high-net-worth individuals.

Bank of America Adds Managing Director, Family Office Strategist

In the newly created role, Harsh Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams.

Elon Musk has hired two of his cousins to work at Twitter

Andrew Musk is working on software-engineering projects, while James Musk is "a fixer type."

Tim Murphy leaves Morningstar after 17 years upon restructure

An internal restructure of Morningstar’s investment team has led to the immediate exit of its longstanding director of manager research Apac.

Senior Compliance appointments at Alex Picot Trust

Mr Gill has over 10 years of experience including eight years with a multi-jurisdictional trust and funds businesses

Shard Capital names CFO

He joins the wealth manager from Permira

Barclays appoints Global Head of Shareholder Advisory

He joins Barclays from Lazard, where he was global head of the Shareholder Advisory group, which he founded in 2013, and also served as the head of the renewable energy team in the Power, Energy & Infrastructure group.

Barclays announces updates to Group Executive Committee

All three changes will be effective from 1 February 2023. Mark, Alistair, and Vim will work closely together to ensure a seamless transition.

A New Mandate for Former UBS und HSBC Executive

In 2019, he founded Winsight, a company specializing in corporate and management consulting and board of directors mandates.

Zurich family office partner exits as advisor joins from Lombard Odier

There are arrivals and departures at Nahmani Grunder, while Lombard Odier hires a business developer for its external asset manager team in Zurich.

Unigestion's CEO to exit after 32 years

The firm has appointed head of private equity, Christopher de Dardel, as Fiona Frick's successor.

Wave Financial hires Harumi Urata-Thompson as CFO

She will be responsible for building out Wave’s financial operations infrastructure and back office solutions to better service the team’s institutional and high-net-worth clients.

Pimfa fills Fassam's policy role

Ostojitsch has held numerous roles in financial services during his 17-year career

EFG International appoints Ali Sandila as the new CEO of its Dubai Advisory Office

In his new role, Ali Sandila will focus on further strengthening EFG’s presence in the United Arab Emirates and will drive the bank’s accelerated business growth from the Dubai International Financial Centre (DIFC).

Geneva boutique firm hires Credit Suisse manager to run property strategy

Frank Krischan will also be involved in the creation of new real estate strategies for Hermance Capital Partners.

New director of growth joins wealth management experts Salix Wealth Ltd

He is also a board member for Birmingham Enterprise Community and external advisor for Sustainability West Midlands.

Co-head of investment due diligence exits HSBC after 15 years

An experienced fund buyer is leaving the firm, having led the team of 13 analysts across equities and quant funds.

Broadridge Appoints Martin Koopman as Chief Product Officer

He will be responsible for Broadridge's enterprise product vision and strategy, building enterprise-wide platforms to benefit Broadridge clients, empowering product management teams, and accelerating innovation in partnership with our technology team

Fava quits UBS WM in Hong Kong to move closer to home

After more than two decades at the Swiss bank, James Fava is joining Trusted Novus Bank in Gibraltar.

Executive Moves