Managers of Wealth

New Head of Wealth Management at Alexforbes Offshore

He holds an MSc in International Financial Services and is a Certified Financial Planner and Charted Financial Planner.

Chinese family offices to benefit from dedicated resource at IQ-EQ

The appointment comes as the global investor services group seeks to optimise its services for Chinese (ultra-)high-net-worth families living in or planning to relocate to the UK, particularly London, and those looking to establish a Jersey trust.

Lugano PB makes exec board appointment

HR chief Monica Malnati previously worked at Credit Suisse and UBS.

Barclays hires Head of Quantitative Investment Strategies

Aytac will be responsible for automating platforms for the Corporate and Investment Bank’s (CIB) index business and developing innovative investment solutions for clients.

Barclays appoints Hossein Zaimi

He will report functionally to Adeel Khan and Stephen Dainton, Co-Heads of Global Markets, and regionally to Jaideep Khanna, Head of Barclays, Asia Pacific.

Wealthify CIO David Semmens departs

The robo adviser has appointed Colleen McHugh as interim CIO in preparation for Semmens’ departure this summer.

Goldman Sachs Names New Head

David Fox, a region head for Goldman Sachs Private Wealth Management, has been tapped to lead PFM Advisors in a newly created role, according to a company memo.

Steve Hoy joins Nucoro

Before joining Nucoro, Steve was Head of Partnerships at Minna Technologies and Director of Partnerships at Thought Machine.

Finma executive board member to join German regulator

Rupert Schaefer will continue in his role at Finma until 31 August.

Chris Allen named Group CEO of Quintet Private Bank

Former HSBC Head of Global Private Banking, EMEA, to lead Quintet into next stage of its long-term growth

Credit Suisse Appoints Financing Group Heads

Tu was most recently the chief executive of Credit Suisse’s China securities venture before stepping down last month.

IQ-EQ recruits Chinese Family Office Executive

With a background in teaching and business development, Briony founded Jersey’s first Chinese school in 2016

Payne Hicks Beach strengthens Private Client team

He was an associate at the London office of a New York-headquartered international law firm.

Reyl investments head joins Mirabaud

He has been at Reyl for over 12 years.

Macquarie Asset Management with senior appointment

Gabriele’s experience in the region’s energy sector will also be drawn on to assist with the decarbonisation of Macquarie Asset Management’s extensive portfolio of utilities investments in EMEA.

Migros Bank subsidiary receives new president

Migros Bank acquired a majority stake in the company in 2018. Schawalder takes over from Jan Damrau , who is leaving the bank for a new professional challenge .

St.Gallen IAM appoints private banker

Consensus Partner recently received its Finma licence and is looking to add senior private bankers to its teams, it said.

J O Hambro appoints head of FraBeLux

He will be responsible for sales in France, Belgium and Luxembourg and will report to TJ Voskamp, head of UK, Europe and Asian Distribution.

Zurich appoints executive board member

Selim had been a member of the firm’s advisory board since 2018.

Janette Caballero Jovic to Join Rockefeller Capital Management

She will be responsible for the strategy and execution of all firm marketing programs, with a focus on supporting growth and business results.

Executive Moves