Managers of Wealth

BNY Mellon Wealth Management Names New Chief Fiduciary Officer

She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses

Weatherbys boosts Private Banking team

He joins Weatherbys from Arc and Co Private Finance, where he specialised in advising on mortgages and other property-related borrowing.

SH Capital appoints Skaik as non-executive chairman

Skaik currently serves as Director General of UAE Golf Federation and has decades of experience in the banking sector

Independent Wealth Planners appoints chief financial officer

He was previously chief financial officer at wealth platform consolidator Avalon where he also oversaw Novia Financial and Wealthtime.

Incore Bank Nabs Senior Manager From Crypto Finance

Based in Schlieren near Zurich, Incore Bank is a Swiss B2B banking services provider offering a modular range of services for traditional and digital assets.

Ortec Finance Accelerate Its Growth of Goal Based Investment with Appointment

He will accelerate the growth of Ortec Finance’s OPAL Wealth platform and OPAL for Salesforce, by focusing on partnerships with all types of participants in the wealth management industry.

Credit Suisse board held talks on replacing CEO: report says

‘We don’t comment on rumors and speculation,’ Credit Suisse said in a statement.

Property boutique appoints Romandie

He will be responsible for acquisition activities in French-speaking Switzerland.

Tilney S&W family wealth boss exits firm

Rupert Phelps is leaving to pursue a career as a single family office advisor.

Rothschild & Co hires David Mell

David’s expertise enhances our franchise’s connectivity with the Rothschild & Co global platform and further strengthens our ability to provide differentiated advice on cross-border and cross-industry convergence transactions

New Head of Wealth Management at Alexforbes Offshore

He holds an MSc in International Financial Services and is a Certified Financial Planner and Charted Financial Planner.

Chinese family offices to benefit from dedicated resource at IQ-EQ

The appointment comes as the global investor services group seeks to optimise its services for Chinese (ultra-)high-net-worth families living in or planning to relocate to the UK, particularly London, and those looking to establish a Jersey trust.

Lugano PB makes exec board appointment

HR chief Monica Malnati previously worked at Credit Suisse and UBS.

Barclays hires Head of Quantitative Investment Strategies

Aytac will be responsible for automating platforms for the Corporate and Investment Bank’s (CIB) index business and developing innovative investment solutions for clients.

Barclays appoints Hossein Zaimi

He will report functionally to Adeel Khan and Stephen Dainton, Co-Heads of Global Markets, and regionally to Jaideep Khanna, Head of Barclays, Asia Pacific.

Wealthify CIO David Semmens departs

The robo adviser has appointed Colleen McHugh as interim CIO in preparation for Semmens’ departure this summer.

Goldman Sachs Names New Head

David Fox, a region head for Goldman Sachs Private Wealth Management, has been tapped to lead PFM Advisors in a newly created role, according to a company memo.

Steve Hoy joins Nucoro

Before joining Nucoro, Steve was Head of Partnerships at Minna Technologies and Director of Partnerships at Thought Machine.

Finma executive board member to join German regulator

Rupert Schaefer will continue in his role at Finma until 31 August.

Chris Allen named Group CEO of Quintet Private Bank

Former HSBC Head of Global Private Banking, EMEA, to lead Quintet into next stage of its long-term growth

Executive Moves