Managers of Wealth

Belasko appoints new Associate Director in Guernsey

He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.

BNP Paribas Asset Management hires ETF sales specialist for Switzerland

At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.

Quilter Cheviot appoints new fund research analyst

These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.

Citi Appoints TTS Duo in Asia

Citi’s TTS unit is focused on banking businesses with a platform that includes payments, liquidity, financing, trade and cash management capabilities.

Cambridge Associates Bolsters Singapore Team Amid Growing Family Office Market

This included entities like pension and endowment funds, collectively managing assets worth approximately $20 billion.

Credit Suisse COO Departs for New Opportunity

The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government

Goldman Sachs asset and wealth management executive to retire, as others join firm

Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.

Philip Braude of Braude Wealth joins IR as the exclusive Wealth Management member in Israel

Our services include financial, estate and succession planning, corporate structuring and trusts advisory.

Robin West appointed co-manager on Invesco UK small caps strategy

Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.

Evolution of the Lombard Odier Group’s Partnership

Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.

UBP hires six-strong Credit Suisse wealth management team

Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.

BNP Paribas Wealth Management Announces New CEO for Middle East Operations

He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.

Orion Taps AssetMark’s Natalie Wolfsen as New CEO

Wolfsen will take over CEO Eric Clarke's role in mid-October.

We’ve appointed Mike Tan as new Global Head of Wealth Planning & Family Advisory

Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.

Macquarie Asset Management expands private wealth capabilities with senior appointment

Henry joins Macquarie Asset Management after 12-years at Barings

Julius Bär Gruppe : Baer strengthens its Italy & Ticino coverage with the appointment of a new Market Head Italy and new teams

Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano.

Executive Moves