Managers of Wealth

Crestbridge announces Group-wide promotions

The latest round of promotions includes a number at senior level.

UBS Adds Sustainable Finance Duo

In their newly created roles, they both report to Tasos Zavitsanakis, head of sustainable finance office, Greater China.

Schroders Personal Wealth hires chief client officer

He will join SPW in the second quarter of 2022 and will report directly to Mark Duckworth, Chief Executive.

BIS appoints A Head of the Innovation Hub Eurosystem Centre

He is currently a principal economist in the BIS' Monetary and Economic Department, working with the unit dedicated to Innovation and the Digital Economy.

First Business Bank Appoints Vice President – Director of Private Wealth & Wealth Advisor

He has a reputation in the community as a hard-working client advocate and team-focused individual.

Bitcoin Suisse appoints banking veteran as CEO

Dirk Klee has an impressive track record where all these success factors are concerned.

Basel IAM appoints partner

Jossi Hess stepped down as a partner and retired from his job as a client advisor at the end of 2021.

Zurich IAM hires ex-Blackrock manager for expansion

Christian Gast worked as head of iShares and index investing at Blackrock Switzerland.

Acorn Capital Advisers appoints new Partner

This exciting development will see her merging her business into Acorn Capital Advisers.

Quilter Financial Advisers appointments national sales director

Quilter Financial Advisers predominantly targets affluent clients and delivers financial planning services to 26 affinity and corporate partners.

Pictet Strengthens Zurich Front Office

Fissette will focus on asset services for financial institutions as well as asset managers in Switzerland and key European markets.

Schroders appoints new Head of Corporate Governance

Prior to joining Schroders, Tim spent 14 years at Federated Hermes, including most recently as Director of Engagement where he focused on the energy, technology, consumer goods and retail sectors.

HSBC AM appoints Senior Vice President, ETF & Indexing Business Development

HSBC Asset Management (HSBC AM) has appointed Cheong Mun Fai as Senior Vice President, ETF & Indexing Business Development, effective 1 December.

Credit Suisse hires Guez to drive investment bank and wealth management tie up in France

The Swiss bank is creating closer links between its wealth management unit and investment bank

Julius Baer recruits Citi PB exec in Brazil for client team

Prior to Citi Private Bank, Bonfá spent more than 10 years at HSBC

Credit Suisse Appoints New Private Bank Head in Spain

After the abrupt departure of its private banking head in the region, the bank has found a Credit Suisse veteran to run its business in Spain and Portugal.

Banking veteran joins asset manager

The Zurich-based company Swiss Rock Asset Management was founded in 2007 by Roman von Ah

FP Solutions joins Tilney Smith & Williamson

Steve will join the team at Summit House

Climate Asset Management appoints Senior Legal Counsel

Amy Merrill, former UNFCCC negotiations lead for 'Article 6' of the Paris Agreement, returns to the private sector.

Highvern establishes in Ireland and makes three senior hires to launch

The Irish offering will include, subject to the applicable regulatory approvals, corporate and fund administration services to unregulated and regulated structures across Debt, Capital Markets, Real Estate, Infrastructure, Private Equity, Aviation, Hedge

Executive Moves