Managers of Wealth

Lennertz and Co. with three new executives

At Lennertz & Co. Katharina Dittmer will take over compliance.

Silex hires its first chief economist

Stéphanie de Torquat previously worked at Lombard Odier and Goldman Sachs.

Generali Investments hires Swiss sales head

The new hires to the sales team will continue to build up and expand sales activities, especially with private banks and institutional investors.

Stonehage Fleming Announces Appointment Of Group Head Of Financial Services

In this newly created role, Stefan will be responsible for managing and developing Stonehage Fleming’s financial services offering.

Credit Suisse Hit With Senior Hong Kong Banker Resignations

Another managing director Jeff Tsang who heads the team in Hong Kong has also indicated he plans to leave Credit Suisse, but it was uncertain if the resignation was accepted

Schroders names head of private wealth

Prior to Centennial, she spent 14 years at Australian Unity Wealth, most recently as national head of private markets.

Lombard Odier appointed new Managing Director in Spain

This appointment underlines Lombard Odier’s strong commitment to continuity and growth in the Spanish market.

Zurich bank hires crypto rival's institutional clients head

Laugs will help to develop new business segments and grow the bank’s presence.

Brooks Macdonald appoints Liontrust manager to new distribution role

“I am excited to welcome Sarah to the group and, in this new role, she will be vital to helping us deliver our growth strategy. I believe she will make a huge contribution to Brooks Macdonald.”

Evelyn Partners continues expansion of Newcastle office with addition of Scholes & Brown team

The team joins Evelyn Partners through its succession programme which was launched last year to give financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management propositi

GAM assigns co-PM to departing Japan equities veteran’s funds

Lukas Knüppel steps onto two strategies previously overseen by Reiko Mito following her move to a senior role at Martin Currie.

Harry Nimmo retires from Abrdn after almost four decades

One of the UK’s most celebrated small-cap fund managers is retiring from Abrdn after 38 years with the company.

AXA IM and UBP strengthen senior management

AXA IM adds two staff to its China joint venture, while UBP strengthens its investment services team.

UBS Bolsters Family and Institutional Wealth Unit

Desiree Lam and Dabby Leung have joined UBS as market team heads for global family and institutional wealth Hong Kong

BNP Paribas Appoints India Head of Securities Services

Rohit joined BNP Paribas Global Securities Operations in 2008 and has since held a number of senior roles at the securities services unit in India and France.

The chief financial officer of the Zürcher Kantonalbank steps down

Rudolf Sigg will step down from his position as Head of Finance at Zürcher Kantonalbank on October 31, 2023 and will then leave the bank.

Petiole Asset Management appoints Head of Institutional Sales in key roles to solidify the firm’s regional expansion

Pierre will be key in expanding Petiole’s institutional client base through his international network of distribution partners.

Ticino PKB engages UBS private bankers for Latam clients

Latin America is a core market for PKB. The bank has also had a presence in Panama since 2012.

Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD

In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS

Partner and Market Head Appointed at ZWEI Wealth

Matthias Lehmann is an internationally renowned wealth management leader.

Executive Moves