Managers of Wealth

Zurich bank hires crypto rival's institutional clients head

Laugs will help to develop new business segments and grow the bank’s presence.

Brooks Macdonald appoints Liontrust manager to new distribution role

“I am excited to welcome Sarah to the group and, in this new role, she will be vital to helping us deliver our growth strategy. I believe she will make a huge contribution to Brooks Macdonald.”

Evelyn Partners continues expansion of Newcastle office with addition of Scholes & Brown team

The team joins Evelyn Partners through its succession programme which was launched last year to give financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management propositi

GAM assigns co-PM to departing Japan equities veteran’s funds

Lukas Knüppel steps onto two strategies previously overseen by Reiko Mito following her move to a senior role at Martin Currie.

Harry Nimmo retires from Abrdn after almost four decades

One of the UK’s most celebrated small-cap fund managers is retiring from Abrdn after 38 years with the company.

AXA IM and UBP strengthen senior management

AXA IM adds two staff to its China joint venture, while UBP strengthens its investment services team.

UBS Bolsters Family and Institutional Wealth Unit

Desiree Lam and Dabby Leung have joined UBS as market team heads for global family and institutional wealth Hong Kong

BNP Paribas Appoints India Head of Securities Services

Rohit joined BNP Paribas Global Securities Operations in 2008 and has since held a number of senior roles at the securities services unit in India and France.

The chief financial officer of the Zürcher Kantonalbank steps down

Rudolf Sigg will step down from his position as Head of Finance at Zürcher Kantonalbank on October 31, 2023 and will then leave the bank.

Petiole Asset Management appoints Head of Institutional Sales in key roles to solidify the firm’s regional expansion

Pierre will be key in expanding Petiole’s institutional client base through his international network of distribution partners.

Ticino PKB engages UBS private bankers for Latam clients

Latin America is a core market for PKB. The bank has also had a presence in Panama since 2012.

Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD

In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS

Partner and Market Head Appointed at ZWEI Wealth

Matthias Lehmann is an internationally renowned wealth management leader.

Janus Henderson bolsters fixed income team with senior appointments

The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.

Close Brothers boosts regions with Rathbones and Investec veterans

The Rathbones raid continues as the firm hires Sally-Ann Gallier as investment director.

Luxury Goods Conglomerate LVMH Appoints Group President in North Asia

Michael Schriver has 24 years of experience in the region with Tiffany & Co., DFS and Louis Vuitton.

UBP Adds Investment Duo for South Asia

UBP’s partner advisory proposition is a high-touch offering that allows clients to access a dedicated investment expert that provides tailored multi-asset advice according to return expectations, time horizon and risk profiles.

Crescent appoints Chief Operating Officer and Head of Marketing & Growth

As an operations leader and with a background in law, Rachel has an in-depth knowledge of the Australian and global financial services ecosystem.

UBS Private Wealth Recruits Advisor From Wells Fargo

She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.

Lugano PB hires UBS private banker

He focuses on the Latin American market.

Executive Moves