Managers of Wealth

Nucleus CEO to step down

James Hay says that Mr Ferguson will leave the company after a handover period and will stand down from the board with immediate effect.

Gemma Godfrey joins Oberon board as non-executive director

She has previously headed investment strategy for wealth manager Brooks Macdonald and chaired the investment committee at Credo Capital.

Geneva WM names two board members and grows Portugal presence

Frédéric Binder was previously a member of the management committee of Lombard Odier, while Yves Rossier is the former Secretary of State of the FDFA.

Quintet fills the gap after the Swiss exodus

Before moving to the major US bank, she worked as CFO at the European company of the Ticino private bank BSI.

Pranac Nadkarni announced as new director of Tilney, Smith & Williamson

Tilney Smith & Williamson’s Advisory Consulting practice supports businesses in a range of situations, from companies experiencing underperformance to successful businesses looking to further optimise and grow.

UBS Taps Longtime Exec to Head Family Office Unit

Replacing Spalthoff is Sarah Salomon, a senior strategist with the firm who has served in various leadership roles, including as assistant market head for private wealth management in Chicago, the company said, according to Insider.

Hurst Point Group announces Managing Director of Financial Planning division

It will be an exciting time ahead as we look to expand our national footprint, whilst focussing on giving clients the best advice on meeting their financial goals and aspirations in the future.

Two Financial Advisors Join UBS Wealth Management

We continue to focus on recruiting and retaining the most client-focused and productive Financial Advisors in the industry

Snowden Lane Partners boosts wealth team

Former Wells Fargo Advisor, Paula Oddone, Joins as Partner and Managing Director

Northern Trust Names New Head for its Business Across Australia and New Zealand

He succeeds Angelo Calvitto, who was named as head of Northern Trust in Asia Pacific in June this year.

Edmond de Rothschild Deputy Wealth Head Exits

The memo, signed by Rothschild's new CEO François Pauly, doesn't disclose specific reasons.

Zurich boutique appoints UBS veteran as managing director

He spent 23 years at UBS and has also worked at MFM Mirante Fund Management.

Titan Wealth names CFO to advance growth strategy

It is hoped he will play a vital role in advancing Titan Wealth’s strategy as a “leading” wealth and asset management provider.

Saffery Champness grows Zurich team with two new hires

Tim and Stefan’s appointments follow the recent addition of Dr Yumei Zhang to Saffery Champness’ offering in Geneva, growing the firm’s team based in Switzerland to 35 professionals.

HSBC appoints new Head of Private Banking

Edmond de Rothschild hires former Amundi star as co-head of equities

Small-cap specialist assumes senior post having most recently focused on private asset opportunities.

IQ-EQ appoints Head of Private Wealth for the UK

He was Director at a Private Bank in London

OCBC mounts China hiring spree to tap growing wealth

The planned hires will be at OCBC's main operations and its private banking unit Bank of Singapore.

Newgen Announces Key Management Changes

Company stalwarts to help further strengthen Newgen’s foothold in the digital transformation space

HSBC appoints new chief for Thai operations

Most recently, he led the bank's Asia-Pacific public sector coverage team out of Hong Kong.

Executive Moves