Managers of Wealth

UBS appoints new head of Lenzburg branch

He has a bachelor's degree in business administration

Bank Syz appoints Chief Investment Officer

Effective October 1, 2021

Julius Baer appoints Group Head Middle East & Africa Geneva

Assuming responsibility for the further development of Julius Baer’s Middle East and Africa business out of Geneva.

SCredit Suisse Group elects two new board members

Shareholders also elected him as a new member of the Compensation Committee as proposed by the Board of Directors.

Bank Syz hires chief investment officer

The new hire will oversee discretionary portfolio management and advisory services at the Swiss bank.

BKB appoints board member and legal head

The legal specialist joins from Goldman Sachs Switzerland.

CdR Capital Group strengthens Dubai presence with two major appointments

This is another major step in strengthening our presence and activities in both the UAE and the Middle East

Tilney Smith & Williamson grows Exeter office with hire

He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.

Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices

Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning

Multi-Family Office Makes Senior Hire to Drive APAC Growth

He will help drive the growth of Alvarium’s platform across Asia-Pacific with a particular focus on developing the platform in both Singapore and Australia, together with providing more holistic family office services to Asian entrepreneurs, familie

Key UBS Platform Banker Quietly Replaced

The 56-year-old German native remains a senior adviser to UBS, though on a more global scale than previously.

Chris Shepler Joins FTC as VP & Investment Officer

Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.

Kleinwort recruits former Brewin regional boss in series of hires

Heather Sonnet launched Brewin Dolphin’s Cambridge office in 2016.

WM and PB consulting firm opens new Geneva office and hires directors

Anja de Troyer will be based in Geneva while Niall Buggy will be in London.

Head of Neobank's Swiss Arm Jumps

He joins from Berlin-based neobank N26

Schroders strengthens Fiduciary Management business development team amid growing outsourcing opportunities

David Thomas has joined from Goldman Sachs Asset Management (GSAM) as Fiduciary Management Business Development Director.

UBS Poaches $2B Private Wealth Team from Morgan Stanley

The team also includes Senior Wealth Strategy Associate Brian Weber and Team Administrator Krista Maloney.

Canaccord Genuity boosts board

Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.

James Hambro & Partners bolsters new Edinburgh office with key partner hire

Wealth manager James Hambro & Partners has made a further key hire as it bolsters its new Edinburgh operation.

New bank in Liechtenstein: fresh CEO

The announcement also states that the 54-year-old Lüchinger was elected ad interim for this role by the board of directors.

Executive Moves