Managers of Wealth

Sandaire founder Alex Scott joins board of new global family office network

Scott has been named director of the International Federation of Family Offices launched earlier this month.

Jupiter refreshes sustainability proposition with strategy restructure and fund manager promotions

Jupiter is committed to providing a strong team of specialist analysts to support the strategy.

Ex-Falcon-CEO Joins Swiss Private Bank

The board of directors of Ihag Privatbank has appointed 53-year-old Martin Keller, most recently head of the defunct Falcon Private Bank, as its new CEO, the financial institution announced Friday.

RBC Wealth Management Appoints Head of Private Client Fiduciary Services

Ms McCourt is based in Jersey and will report to Dave Thomas, CEO, RBC Europe.

Bonham Carter takes up chairman role at Netwealth

He is also senior independent director of Land Securities Group and ITV, alongside other advisory and leadership roles.

Former Falcon CEO resurfaces at Zurich PB

He succeeds Daniel Lipp, who left the firm.

Credit Suisse makes five hires to boost ESG strategy efforts

Swiss group announces host of hires from Robeco and Nordea as part of plans to strengthen the bank’s sustainability efforts.

Guy Foster named Brewin Dolphin chief strategist

Davina Rich appointed head of research

Louis Green Joins UBS as a Financial Advisor in New York

Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.

Saracen Fund Managers hires new Business Intelligence Manager

Taylor was previously an Investment Manager at Investec Wealth & Investment in Edinburgh from 2013 to 2020 and before that was part of a Quant team at UBS Global Asset Management in New York.

AHV investment strategist moves to Union Bancaire Privée

He has around 25 years of experience in its field.

Equiom appoints Joe Cheung as new Location Head in Hong Kong

Joe is also a team builder who took charge of multiple offices in Asia as well as integrating and managing large teams in Hong Kong and China.

Apex Group appoints two to Executive Committee

The promotions of Rosie and Vikita are further evidence of the excellent pool of talent we have built across the Apex Group

Taylor Wessing builds leading EU private wealth team

The new arrivals, which will be based in London, will join the firm between now and February 2021.

Geneva WM names three members to executive advisory board

Julien Tron, Guillaume Dubray and Jean-Yves Bonvin will join on 1 February.

UBS Boosts Diversity as Current Head Exits

She replaces Carolanne Minashi

Former Vanguard CEO joins Tilney Smith & Williamson board

Bill McNabb joins the firm as a non-executive director as the merged group readies for a growth phase.

UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

Lynn is a great asset to our market.

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

RBC moves Gail McCourt into top-level role

She will lead RBC Wealth Management’s fiduciary management and technical trust teams in the Channel Islands

Executive Moves