Managers of Wealth

Jens Weidmann re-elected as Chair of the BIS Board of Directors

The Board is responsible for determining the strategic and policy direction of the BIS

Mirabaud names new co-head of convertible bonds

Swiss group announces internal promotions within fixed income department.

Brewin Dolphin hires S&W director for 1762 arm

Jenny Quan will join the 1762 team, serving ultra-high-net-worth clients as an investment manager.

Greaves West & Ayre Makes Senior Appointment Following Centenary Celebration

He will be looking to bring his considerable experience to bear as the wealth division seeks to build out its thriving investment proposition.

Boston Private Loses Two Advisors

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

Orion's Chief Marketing Officer Departs Firm

After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors.

Quilter appoints independent non-executive director

Tazim is a graduate of Durham university

James Hambro & Partners taps Aberdeen again for Leeds wealth hire

He will join the office launched one year ago as the business continues its northern expansion.

Stonehage Fleming Announces Series of New Appointments in Jersey

The new appointments join an office of over 100 people

BNP Paribas Wealth Management strengthens its position in the Entrepreneurs and Families segment in the Netherlands

These new appointments are part of our business development plan to serve European Entrepreneurs by supporting their international growth and meeting their needs for financing or investment.

Withers appoints Joel Shen as Partner as part of Withers tech Asia expansion

Joel’s promotion is a testament to the fast-growing technology investments between Indonesia, Singapore and the broader Southeast Asia region and the growth of our practice in Asia.”

Contemi Solutions Appoints Executive Board

The Executive Board is an important step in developing Contemi into a leader in IT solutions for financial services companies in Asia/APAC and Europe.

Cantonal bank appoints Pfäffikon head

Celine Oberson will start on her new role on 1 April

Cantonal bank appoints Pfäffikon head

Celine Oberson will start on her new role on 1 April

Investcorp names private wealth head for Bahrain, Kuwait

Al Sada has been a great ambassador for Investcorp and his appointment not only reinforces our commitment to maintain a longstanding relationship with clients in the GCC, but also reflects the strengths and high caliber of Investcorp’s new generatio

Specialist bridge finance fund scoops Wells Fargo Regulatory Head

Colam was Head of Private Banking with Bank of Scotland, part of the Lloyds Banking Group, from 2007-2009.

Cantonal bank appoints market services head and board member

Current head David Strebel is leaving the bank by choice to have a career break. He had joined the bank in 2015.

Rathbones chair exits early ahead of May date

Senior independent director Jim Pettigrew will assume the role of interim chair until the 2021 annual general meeting.

CREALOGIX bolsters its technology expertise: Thomas Roth appointed CTO

Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.

Alliance Trust appoints former SJP boss to board

Karl Sternberg, the Company’s Senior Independent Director, will stand down from the Board on 30 June 2021.

Executive Moves