Managers of Wealth

Former 7IM head of wealth management to join James Hambro & Partners

Montgomery to open Edinburgh office

DBS to double its hiring of financial planning advisers in 2021

DBS Bank also said that it has seen a steady rise in demand for financial and retirement planning and solutions over the past few years

Lombard International strengthens Swiss-based team

Andreas will join a multi-disciplinary team of experts based out of Switzerland, focusing on further developing the company’s relationships with it’s large network of asset managers, private and custodian banks, family offices, brokers, wealth

TISE appoints Head of Bond Markets

Mr Byrne has nearly 15 years’ experience working in a stock exchange business development and client relationship capacity with particular expertise in international primary bond markets.

Schroders Strengthens Private Asset Offering

Van Oosterom joins from CBRE Global Investors with experience of overseeing investment strategy and performance, underwriting and program development in the EMEA region.

Hawksford boosts team

She was instrumental in establishing First Names Group’s international outsourcing business service in the UK and has also held positions with Moore Stephens and CRA International.

JH&P to open Edinburgh office

This will be JH&P’s second regional office – former Aberdeen Standard manager Aidan Butler opened the first, in Leeds, last year.

Migros Bank Nabs Marketing Expert From Vontobel

Previously, she worked at Lombard Odier as head marketing private clients Europe and group and at Julius Baer in various leadership roles, most notably as global head marketing management.

Quick Advisors boosts team

Dixon brings with him 16 years of experience in asset management, family office services, and private banking.

Andrea Orcel designated Chief Executive Officer of UniCredit

The committee noted in particular Andrea Orcel's exceptional credentials, strong leadership and deep knowledge of the challenges and opportunities in international financial services.

Zurich advisor appoints ex-UBP Zurich CEO as partner

The company also said that for its 2021 expansion plan, it is searching for new advisors

Rathbones appoints new Non-Executive Directors to Jersey Board

He became Senior Partner, also leading the sale of the fiduciary business and the grouping of KPMG firms in offshore jurisdictions.

Schroders Personal Wealth regional boss joins boutique

Dan Stokoe, head of Schroders Personal Wealth's central and east region, has joined Perspective Financial Group.

Northern Trust Expands Family Office and Private Investment Group

Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.

EQ Investors appoints ex-Brewin analyst as research head

Victoria Hasler takes up the newly created post, leading a team of analysts and playing a pivotal role in portfolio construction.

Two Wealth brings top bankers on board

Schmid is of great value for the planned expansion of Zwei Wealth.

Banque Cantonale Vaudoise appoints President

At the beginning of 2022, she will replace Jacques de Watteville , who has chaired the committee since 2018 and will reach retirement age this year.

Swiss Bank Taps Veteran as New Chair

She is a Chartered Financial Analyst and Financial Risk Manager, and completed Wharton Business School's advanced management program.

Generali shakes up AM unit as group CIO resigns

Italian group announces new organisational structure with Carlo Trabattoni promoted to lead consolidated asset and wealth efforts.

Cantonal bank appoints UBP veteran as board chair

Eftychia Fischer was head of asset management at UBP and held managerial positions at Julius Baer, EFG and JP Morgan.

Executive Moves