Managers of Wealth

BIL engages top-class private bankers for new growth step

Pilloud is a banking professional with more than 30 years of experience.

Vontobel veteran moves to ILS investment boutique

ILS investments and products are relatively common on the Swiss market.

Baird nabs $206M advisor from RBC

The employee-owned firm is building on its 50-year presence in Minnesota with its latest veteran addition.

Natixis IM hires distribution director from Pengana

He also has experience in the financial advice, having worked at Affinia Financial Advisers, AIA Australia and AMP in the past.

BIL Hires Top-Tier Private Banker for New Growth Phase

At the heart of this growth strategy, the bank has appointed Lionel Pilloud as the new head of its Geneva branch, effective September 2024.

Zurich private market boutique gets new Managing Partner

Duarte da Silva joins the EBG team as another Managing Partner.

Eastspring Investments Appoints Dominic Wong as Regional Head of Intermediary Sales

Based in Hong Kong, Dominic will be responsible for leading and growing Eastspring’s intermediary business.

Leading with Vision: CEO Apurva Sahijwani's Strategic Missions & Priorities for Avendus Wealth

Hubbis met with Apurva recently to hear more about him, his career, his missions and his vision of the market’s evolution in India.

M&G appoints Kerrigan Procter to accelerate growth in annuity and corporate de-risking solutions

The role includes M&G’s workplace pension business that manages the savings of around 435,000 workplace pension savers across 8,700 schemes in the UK.

KWI AM CEO departs

After two years, the Bangkok asset manager's CEO is leaving.

Valiant names new head of wealth management for Romandy

Sergio Zanelli joins the bank after working for 33 years at UBS in several roles.

New Valiant branch manager in Neuenburg

As a qualified banker, Flavio Barone has been able to continuously develop his career at various financial service providers in the region.

Goldman Sachs PWM adviser in Australia exits

An executive director at Goldman Sachs PWM in Melbourne, has departed.

Zurich adviser replaces exiting CEO who will head new Emirati bank

Henrik Kwarnmark is the new chief of the Zurich investment advisory, UCAP Wealth Management Switzerland.

Edmond de Rothschild parts ways with private banking chief

Hervé Ordioni had been part of the private bank since 1996 and had headed international private banking for two years.

Fundpath Announces Two Senior Leadership Appointments

Dominic Timberlake brings 30 years of experience in the fund information industry.

Emirates NBD bolsters Singapore wealth team

Sameer Deshpande will be responsible for the bank’s wealth management operations in both Singapore and the wider Asia region.

Charles Monat Associates New Strategic Growth Hire

He is also a member of the Chartered Professional Accountants of Canada and the Society of Trust and Estate Practitioners of the United Kingdom.

Lighthouse Canton Hires Private Banking Heavyweight

In the role, she will be responsible for strengthening the firm’s client base and leading the growth strategy for North Asia.

Rothschild Shuts Miami Office as Partner Hirschfield Retires

He had joined Rothschild’s global advisory arm in 2016 from Goldman Sachs Group Inc.

Executive Moves