Managers of Wealth

Unigestion's CEO to exit after 32 years

The firm has appointed head of private equity, Christopher de Dardel, as Fiona Frick's successor.

Wave Financial hires Harumi Urata-Thompson as CFO

She will be responsible for building out Wave’s financial operations infrastructure and back office solutions to better service the team’s institutional and high-net-worth clients.

Pimfa fills Fassam's policy role

Ostojitsch has held numerous roles in financial services during his 17-year career

EFG International appoints Ali Sandila as the new CEO of its Dubai Advisory Office

In his new role, Ali Sandila will focus on further strengthening EFG’s presence in the United Arab Emirates and will drive the bank’s accelerated business growth from the Dubai International Financial Centre (DIFC).

Geneva boutique firm hires Credit Suisse manager to run property strategy

Frank Krischan will also be involved in the creation of new real estate strategies for Hermance Capital Partners.

New director of growth joins wealth management experts Salix Wealth Ltd

He is also a board member for Birmingham Enterprise Community and external advisor for Sustainability West Midlands.

Co-head of investment due diligence exits HSBC after 15 years

An experienced fund buyer is leaving the firm, having led the team of 13 analysts across equities and quant funds.

Broadridge Appoints Martin Koopman as Chief Product Officer

He will be responsible for Broadridge's enterprise product vision and strategy, building enterprise-wide platforms to benefit Broadridge clients, empowering product management teams, and accelerating innovation in partnership with our technology team

Fava quits UBS WM in Hong Kong to move closer to home

After more than two decades at the Swiss bank, James Fava is joining Trusted Novus Bank in Gibraltar.

Ingrid Pierce Appointed Independent Director of Butterfield

The Bank will benefit from her expert legal and business knowledge, particularly relating to international trust, banking and law.

Close Brothers poaches veteran abrdn duo

John Hair and Charles Insley

LGT Wealth Management promotes head of portfolio management to CIO

Succeeds Jonathan Marriott

Cazenove Capital announces senior hire in response to client demand in Aberdeen

This recent appointment is the latest development in Cazenove Capital’s regional growth strategy.

Swiss Re appoints chief for the data cloud

Reinsurance group Swiss Re has appointed Vasco Nunes as Managing Director and Global Head of Cloud and Infrastructure.

Citi makes three senior BCMA hires in Hong Kong and launches new wealth hub

The bank sees issuers across tech, consumer, healthcare and electric vehicle (EV) supply chain as likely to drive IPO activity in 2023.

Ocorian appoints Private Client Executive Tracey Neuman

Tracey joins from Taylor Wessing in London where she specialised in tax and trusts advice for both UK and non-UK clients.

A Firm Born From a UBS Spin-Off Gets New Board Member

Her research focuses on corporate governance, board governance, and organizational control.

LGT hires from Indosuez

Last week, Indosuez Wealth Management announced that it had made three senior hires in Asia.

Lombard Odier Snaps Up LGT-Private Banker

With Kohler, the bank has found a substantial reinforcement for its domestic business in Zurich, said Andreas Arni, Head of Markets Switzerland.

EFG recruits new head of private banking, Geneva

Lorenzo Romano was previously working as head of Europe, Middle East and Eastern Europe at Syz Group.

Executive Moves