Managers of Wealth

HSBC names new marketing head for wealth and personal banking

He was promoted to head of consumer, private and business banking marketing in 2021, where he participated in key campaigns including the launch of co-brand Cathay card.

Ian Jensen-Humphreys and Sacha Chorley take on Quilter Cirilium Active portfolios

Ian and Sacha have built a strong track record since launching the Cirilium Blend range in 2019 through market cycles.

Goldman Sachs AM expands Dutch fiduciary team

Céline van Asselt, currently chief and risk officer at APG Asset Management, will succeed Maureen Schlejen as head of fiduciary management for continental Europe from 1 February.

Evelyn Partners bolsters professional services team with three senior tax appointments

These latest senior appointments bring the number of partners hired by Evelyn Partners’ professional service business in 2022 to 14.

Evelyn Partners continues investment in Birmingham professional services team with three appointments

These significant appointments come at the end of a year of expansion for our professional services team in Birmingham,

Indosuez Wealth Management continues to attract Senior bankers to boost presence in Southeast Asia

Over the past few years, Indosuez has been increasingly strengthening our team in Asia.

Titan Asset Management appoints NED to serve as Consumer Duty champion

Alex Robinson joins

Sionic Appoints Northern Trust’s Sascha Calisan to Lead Distribution Services Specialism

We’re expanding our asset management leadership team

Artorius announces the engagement of Jonathan Brown as Senior Adviser.

Throughout his career he has successfully developed multi-generational, trusted partnerships with entrepreneurs and their families as well as their professional advisors.

Ex-UBS Banker Turns Headhunter for Swiss Fintechs

Based in Geneva, he will be responsible for building up the business in the local market and at act as the local liaison for the global business of the headhunting firm.

Broadridge's LTX® Announces Leadership Transitions, Jim Kwiatkowski Named CEO of LTX

Mr. Kwiatkowski is an industry veteran, having spent more than 20 years in the electronic trading industry.

Oppenheimer Announces Senior Hire Within Financial Institutions Group

Rabi Karki joined the Investment Banking Financial Institutions Group as Head of Asset Management & Wealth Management (EMEA)

RBC Brewin Dolphin, one of the UK's leading wealth managers, announces the appointment of wealth advisers

These appointments mark the continuing expansion of the team focusing on the '1762' proposition which focuses on clients with complex requirements,

Fidelity International Hires Group Marketing Chief

Richa Goswami joins Fidelity International as its group chief marketing officer

UBS Switzerland Marketing Manager Moves to Group

After eight years as the head of marketing and digital sales for UBS Switzerland, Daniel Fischer is moving to group communications and branding starting January 1

Pictet sets up private debt team with four hires

The asset management group is aiming to launch a direct lending fund in early 2023.

Hargreaves Lansdown names Top 100 star as multi-manager head

Ziad Abou Gergi takes up the newly created post of multi-manager head at Hargreaves Lansdown as the firm gears up for the launch of 19 strategies.

Bank Wir chairwoman to step down to concentrate on her business

The board of directors of the bank supports the candidacy of Marc Reimann, the current vice chairman.

Syz sends Geneva private banker to head new Uruguay branch

The firm’s deputy head of Latin America Rodolfo Rodriguez will head the new office in Uruguay.

7IM partner leaves to launch new London firm

Michael Martin has left to found a new financial planning firm in London.

Executive Moves