Managers of Wealth

Columbia Threadneedle recruits ex-GAM bond portfolio manager

The new hire focuses on segregated mandates for strategic insurance clients and started last month.

Downing hires M&G fixed income director

Richard Booth joins Downing’s capital solutions team off a 10-year spell at M&G.

First Sentier bolsters responsible investment team as head retires

Foulkes, based in London, has worked at FSI since 2017, focused on fixed income.

KPMG Acceleris bolsters leadership team with Partner appointment

KPMG Acceleris has announced that it has appointed Sarah Abrahams as a Partner.

J. Safra Sarasin Hires Ex-Julius Baer Bankers in Singapore

The bank has also hired Rupesh Singh as a managing director in the unit after he, too, spent eight years at Julius Baer as a former managing director senior advisor.

Private banks must move away from product pushing

Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.

Schroders Nabs Ex-JPMorgan Credit Specialist

In the newly created role, Wu is tasked with supporting the needs of credit clients and liaising with the credit investment platform to help deliver relevant credit strategies to meet future investment needs.

Arbuthnot regional boss exits to lead Devon-based firm

Francis Clark Financial Planning has recruited Chris Reah as its new managing director.

Amati Bolsters Distribution Team with the Appointment of Tom Whitfield

Whitfield spent five years in investment management with the London office of Brewin Dolphin, as part of a team managing discretionary and advisory client portfolios.

SCB Julius Baer welcomes executives from Julius Baer Group and Siam Commercial Bank

The Company is fully committed to establishing itself as the go-to wealth management business for ultra-high-net-worth individuals (UHNWIs) and high-net-worth individuals (HNWIs) in Thailand.

Stonehage Fleming appoints senior trustee in Jersey

Laura Perkins will be a senior trustee of the board responsible for managing assets held for beneficiaries.

BLKB elects new member of management

Born in Laufental, Matthias Kottmann has been with BLKB for over 10 years.

Praxis recruits Nathan Petty as Business Development Director

In his new role, Nathan will work with Dominic de Mariveles – who joined Praxis in August as Commercial Director in London – to develop the firm’s private wealth and corporate services offering.

SNB Taps its Singapore Head for Zurich-Based Role

He will be one of eight delegates for regional economic relations

Consultancy Alpha FMC appoints new CEO

Euan Fraser will leave his role as chief executive on 31 March.

Credit Suisse Splits Global Equities Into Two Regions

Credit Suisse appoints Neil Hosie and Doug Crofton as co-heads of cash equities globally, succeeding Anthony Abenante in the role.

Peter Romanzina takes over the management of Vontobel Swiss Wealth Advisors from Jacqueline Hess

It is planned that Peter Romanzina will also lead the new unit that will be created as a result of the legal and operational merger of Vontobel SFA and VSWA at the end of the first quarter of 2023.

Stadtsparkasse Wuppertal has a new head of private banking

He has been responsible for business with wealthy private customers

Deutsche Bank Names Group Head of Southeast Asia Wealth

She also spent five years at UBS.

Rothschild & Co appoints a new Senior Adviser

He will have a particular focus on supporting the development of our Global Mining & Natural Resources and Investor Advisory businesses.

Executive Moves