Managers of Wealth

IQ-EQ appoints Chief Operating Officer for Continental Europe

He was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.

Crestbridge Family Office Services appoints Director to support sustained growth

She worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients

Sandra Phlippen appointed professor by special appointment of Sustainable Banking

Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.

UBP's Swiss institutional head takes over German business

The previous head for Germany has left to work at a rival company.

Schroders enhances client-led sustainability focus

He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.

Quilter Cheviot adds three new investment managers

All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.

Dakota Wealth Management Announces Hiring of Joshua Crossman

A 25-year veteran of the financial services industry

Credit Suisse Risk Chief Lures Ex-Colleagues from Goldman

Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group

GAM strengthens Japan equities team

Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.

Crestbridge appoints family office services Director

She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.

Rahul Agarwal joins SS&C

In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.

Global Advisory Board to advise Deutsche Bank on key trends in business and politics

The Management Board has appointed Paul Achleitner

Liontrust veteran joins Evan-Cook’s new Downing funds

Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.

Peregrine Wealth announces internal promotion

In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.

Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts

Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors

Morgan Stanley Wealth Management boss Ian Chambers to retire

It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.

EFG International announces changes to Board of Directors and to leadership team

She will succeed Steven

Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO

The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.

Brooks Macdonald International promotes two

In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.

Credit Suisse Loses Key Executive Within Private Bank

The senior executive was promoted to head of financing and products across wealth management globally less than a year ago

Executive Moves