Managers of Wealth

Four Investment Banking Leaders Join Rockefeller Capital Management’s Strategic Advisory Group

The appointments were announced by Gregory J. Fleming, President & CEO, and James Ratigan, President of Strategic Advisory.

Impact boutique brings in squad with career station at CS

In the newly created position of Head of Corporate, Wholesale and Institutional Marketing, he will be responsible for overseeing the company's marketing activities to professional and institutional investors around the world.

First Republic Bank Named Chief Operating Officer

Cranston joined First Republic in 2013 as a member of its Private Wealth Management executive team, helping to grow assets under management from just over $40 billion to nearly $250 billion.

Nucleus appoints chief financial officer

A chartered accountant by profession, he started his career at PwC and later holding senior positions at financial giants UBS and HSBC and European commercial bank West LB.

Winterthur Consulting Group AG strengthens itself

After more than 33 years as a consultant at UBS Switzerland AG, Marianne Tillmann has accepted a new challenge in the Winterthur Consulting Group AG team.

Sanlam Investments expands distribution team

Tom Conquest and Tom Whitfield move

Canaccord Genuity strengthens its senior leadership team

He has been promoted to Head of Stockbroking

GAM Holding AG announces appointment of new Group Chief Financial Officer

This follows Richard McNamara’s decision to step down from his role.

Robeco appoints new Senior Portfolio Manager for forthcoming RobecoSAM Biodiversity strategy

Mr. Thomas has joined the company’s Zurich office and is working alongside investment professionals from Robeco’s Thematic Investment team

BEKB has Appointed CFO at an early stage

Beatrice Kern is currently a member of the management board of the BEKB subsidiary aity AG and heads the finance and services department.

Graubündner Kantonalbank poached the Liechtenstein competition

The financial professional, born in Samedan in 1973, grew up in Sent in the Engadin. He will move with his family from Zurich to the canton of Graubünden.

BNY Mellon Wealth Management Names Adam Lieb Global Family Office Senior Client Strategist

Prior to joining BNY Mellon Wealth Management, Adam was at Fidelity Family Office Services for more than 13 years and most recently served as vice president.

Experienced team of 3 join Artorius from UBS

Helena Pratt has 5 years’ experience at UBS and started her career at Rathbones.

Indosuez Expands Front Office in Asia

Indosuez Wealth Management has hired four new relationship managers in Asia, according to a statement, across its Hong Kong and Singapore branch.

Former UBS Complex Director Rejoins Firm as a Private Wealth Advisor in California

Prior to rejoining UBS, Stephen served as a Regional Director at J.P. Morgan Wealth Management, where he oversaw the San Francisco and Seattle offices.

Bank of Singapore Hires Ex-StanChart Product Veteran

immediately. Based in Hong Kong, he reports functionally to the global head of product Lim Leong Guan and locally to the Hong Kong branch head of Greater China Teresa Lee.

Oppenheimer & Co. Inc. Announces Appointment of Chief Financial Officer

As a member of the Management Committee, Mr. Watkins will report to Albert G. Lowenthal, Chairman and CEO.

FlowBank expands its Executive Committee

FlowBank welcomes three new members to its Executive Committee and thereby strengthens the management of the most competitive Swiss bank, focused on online trading and investing.

Julius Baer makes two senior appointments to reinforce growth of Sub-Region Middle East & Africa out of Geneva

Jonathan A. Conner and Thomas E.M. Kloss will join the Bank in Geneva as Senior Relationship Managers as of 1 August, reporting to Yvan Wicht, Group Head Middle East & Africa Geneva.

Hawksmoor Top 100 star exits for Dubai

James Clark is leaving the wealth firm to join his wife who has accepted a job in Dubai.

Executive Moves