Managers of Wealth

Kellerhals Carrard strengthens management in Zurich

The partnership would like to thank the new management very much for their commitment. We look forward to further cooperation!

IQ-EQ appoints Global Head of Sales Operations

A proven sales operations leader

GKB private banking and institutional clients head to exit

GKB is currently searching for a replacement.

Syz equities head exits

Saïd Tazi had worked at the company since 2017, according to Linkedin.

Ex-Finma asset management head to join fund solutions firm

Philip Hinsen ran the asset management division on an interim basis and has been the head of authorisation asset management for nine years.

Merrill Private Wealth Head Don Plaus to Retire

Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.

Atomos hires wealth planning duo

Sean Sims and Bruce Davison join the firm’s Fareham office

Durlston Partners Appoints Head of Business Strategy and Operations

Prior to joining the team at Durlston, Shannon was the Events Manager for the specialist capital and solutions company 23 Capital.

Abu Dhabi’s FAB Hires Edmond de Rothschild Executive to Lead Private Bank

Longhini was previously chief executive officer of private banking at Edmond de Rothschild in Geneva and has also held senior roles at Union Bancaire Privee and BNP Paribas SA.

ZKB veteran joins Bergos as private banking Switzerland head

Würmli worked at Zürcher Kantonalbank from the start of his career in 2000 until 2022.

DZ Privatbank appoints head of core portfolio management

Commerzbank veteran Thomas Groß took over the position at the beginning of 2023 after a year long break from work.

Sycomore AM hires ex-BNP Paribas head as new CEO

Denis Panel has joined Sycomore AM, part of Generali Investments, to replace Emeric Préaubert, who co-founded the firm in 2001.

ABN AMRO appoints as interim CFO from 1 May 2023

Ferdinand Vaandrager will replace Lars Kramer, who will be stepping down to pursue another career opportunity outside ABN AMRO.

Avellemy appoints head of collectives from Saunderson House

David Morcher replaces Alena Kosava who left Ascot Lloyd’s fund management division after a 14-month stint.

Olivier Ruch becomes a partner at ZWEI Wealth

Olivier Ruch brings more than 30 years of experience in the financial industry.

Praxis announces exec-level appointments

In his new role, Colin will draw upon his career experience working across the private, public and defence sectors in roles as diverse as strategic business development, government chief information officer, and strategy lead for the Ministry of Defence.

Executive Moves