Managers of Wealth

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.

Leadership change at Julius Baer South East Asia

During his tenure, he successfully strengthened Julius Baer’s franchise and broadened its footprint in South East Asia.

Brooks Macdonald hires director for AIM IHT fund

Joe Capaldi joins Brooks Macdonald from CS Investment Managers to lead the firm's AIM portfolio service.

China Private Banking Heavyweight Leaves BNP Paribas

Previously, he also worked at UBS and J. Safra Sarasin.

One of the Last «True» Swiss Private Banks Names a New Partner

He will then become one of six partners with unlimited liability of the institute.

Robin Beer named CEO for RBC Brewin Dolphin and Wealth Management International

Prior to merge of businesses in H1 2023

Avidian Wealth Solutions appoints Wealth Advisor

McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.

Titan Wealth appoints head of sales

Former LGT Vestra partner Mark Livesey joins the firm following a career break

A team of former CS employees is moving to the Fürstenbank

Rocco Baldinger took up his position as head of the non-profit desk in LGT 's private banking department at the beginning of December.

RBC Loses Private Banking Veteran in Asia

Chan is a wealth management veteran with nearly 30 years of banking experience.

Executive Moves