Managers of Wealth

Steven Levin to succeed Paul Feeney as CEO of Quilter plc

The appointment is subject to regulatory approval.

Zurich boutique appoints first head of ESG

She previously worked at the Asian Development Bank and the Overseas Development Institute in London.

French financial boutique strengthens Swiss activities

He will report to Steve Bouteiller , who, as Managing Director of the Swiss subsidiary, has strongly developed and expanded the French-speaking part.

Pictet Shifts Geneva-Based Strategist as Asia CIO

Previously, he also worked at Banque Robeco in Paris and Goldman Sachs’ private wealth unit in London.

Ex-Credit Suisse M&A Banker to Join HSBC

Chua is expected to join HSBC to lead its M&A business in Asia.

Amundi Hires From Schroders to Boost Middle East Business

Nisarg Trivedi hired to lead third-party distribution

M&G's troubled Property Portfolio fund gets new lead manager

Michael Wood will replace current manager Justin Upton, who will leave the firm at the end of the year.

HSBC creates role for ex-J Safra Sarasin thematic equities head

Pierin Menzli joins after nine years at J Safra Sarasin.

$215 million advisor team joins UBS in New York City

They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.

Private Wealth Advisor Ben Flaim Joins UBS in Boston

He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.

BlackRock appoints new chief financial officer

As Martin steps into this new role as CFO, BlackRock and our shareholders will benefit from his broad understanding of the firm, sharp intellect and years of experience working with our clients in charting the path forward.

Pictet poaches LatAm private banking trio from rivals

For its Zurich office, the group has recruited Marcos Costantini and José Merced Gómez Mérigo, who have joined from Credit Suisse and UBS, respectively.

Artemis hires former army paratrooper as sales director

Charlie Gorsuch, who joins from Franklin Templeton, said his first day at Artemis was his toughest outside of the military.

Lakefield Partners adds private banking veteran to advisory board

Christoph Habluetzel worked at BCGE, Coutts International and Bank of America Merrill Lynch.

Nucleus’ technology director exits after 7 years

More recently, Mooney has been overseeing the company's development project with FNZ to create a new platform.

Société Générale appoints a new finance director in Switzerland

As Finance Director, Tûyet-Nhung Krummenacher's job is to ensure the production, governance and financial management of the SGPBS.

Rathbones poaches from Charles Stanley for DFM sales push

Marie Lawrence joins Rathbones from Charles Stanley where she will work in its distribution team, focusing on the South East of England.

Thrings announces nine promotions as commitment to nurturing talent continues

Three Senior Associates are among those promoted to Partner.

Rothschild & Co appoints Managing Director in North America

Senior hire enhances the firm’s Media & Telecom team in New York and further expands the Global Advisory business in North America

Pimco adds Ivascyn to $60bn Total Return fund as Mather takes leave

Scott Mather is taking a leave of absence, prompting changes to a number of funds, including the Total Return fund.

Executive Moves