Managers of Wealth

Zurich IAM’s founder hands control to second generation

WHVP, which is SEC-registered, focuses on clients from the USA.

Seba Adds Ex-UBS Private Banker to Board

Karkhanis, who founded wealth consulting firm Wir Advisory after leaving UBS last year, rounds out Seba's board as its eighth director.

Genevan Boutique Heads for Zurich

A four-year-old Genevan wealth manager is setting up in Zurich, finews.com has learned. It is nabbing a former Julius Baer veteran to do so.

Capital Markets Lawyer Jumps to Rival Firm

White-collar law firm Kellerhals Carrard is expanding its capital markets expertise by poaching from a Swiss rival.

Higgs & Johnson Announces New Co-Managing Partner and Partner Expansion

This appointment reflects Higgs & Johnson’s response to its continued growth and preparation for its further expansion.

Former Guardian Wealth managing director joins Blacktower

Pluck added: “Having taken the time to look at our industry landscape and ever-changing regulatory requirements, it was evident to me that Blacktower is in a perfectly poised position to thrive in a post-Brexit environment.

Close Brothers Group appoints Mark Pain as an independent non-executive director

Effect from 1 January 2021.

Quilter boss to head up FCA panel

The Financial Conduct Authority has appointed Quilter CEO Paul Feeney as the Chair of its independent Practitioner Panel.

New Faces on Board at Marquez Private Wealth of Raymond James

In her role prior to joining Marquez Private Wealth of Raymond James, Veronica served as a wealth management associate at UBS Financial Services in Los Angeles.

Krissy Mashinsky Joins Focus Financial Partners Board of Directors

Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.

Credit Suisse's senior MENA banker leaves

The departure came as Credit Suisse has been ramping up its presence in the region

Goldman’s Sheila Patel, Chairman of $1.8 Trillion Manager, to Retire

Prior to joining the asset-management unit, she worked in various roles in the equities division, including as co-head of distribution in Asia and head of U.S. derivatives sales.

Brickowner hires ex-Barclays adviser as head of compliance

“Property investment platforms are relatively new and a key concern for us will be to scale responsibly, working with regulators, so that the interests of our investors and partners are always at the forefront.”

Brewin Dolphin names new head of £3.5bn charity arm

Lynne Lamont replaces Ruth Murphy as head of the wealth firm's charity division.

Edmond de Rothschild Switzerland CIO exits

Gilles Prince leaves the group to take on other projects.

Newly-formed insurance broker representing some of UK's 'wealthiest individuals' records 'spectacular' early growth

Broadway has had a 'rapid impact' among the North West business and high net worth communities

Chubb Names Alexandra Waldman Climate Sustainability Manager

Chubb recognizes the reality of climate change and the substantial impact of human activity on our planet.

Liechtenstein Bank to Reinstate Ex-Chairman

The Liechtenstein Public Prosecutor's Office has discontinued preliminary investigations against Georg Wohlwend on suspicion of insider trading.

UBS Nabs Credit Suisse Private Banker

The new hire is expected to boost Lombard lending with his clients.

LGT Vestra chairman steps down

According to the firm, as of November 30, it holds about £17bn assets under management with 370 employees and partners.

Executive Moves