Managers of Wealth

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.

Carey Olsen strengthens BVI dispute resolution and litigation practice with lateral partner and counsel hires

Tim's return as partner coincides with the appointment of experienced BVI litigator, Simon Hall, as counsel within the team.

BNP Paribas Asset Management appoints Luiz Sorge as Head of Latin America

In this new position, Luiz will look to further grow BNPP AM’s presence and capabilities across the region, whilst continuing to provide the long-term sustainable investment solutions for our clients.

Walker Crips pushes ahead with adviser hires in wealth drive

Walker Crips is hoping to drive further growth through its wealth division by hiring new advisers and acquiring smaller advice firms.

SJP chief strategist Ralph exits

Ralph has now announced that he will be leaving SJP at the end of 2020 – though he will stay on as a non-executive member of the firm’s investment committee.

Cantonal bank names vice director

Obwaldner Kantonalbank has appointed Sandro Frigg, currently head of corporate client consulting, as vice director.

IQ-EQ appoints Head of Client Development in USA

In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.

Dentons appoints Global Head of Family Office and HNW Group

Marshall joins Dentons as a principal and will be based in New York.

CNB expands Wealth Management division

Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.

New management structures at LGT to come into force at the beginning of 2021

The new management structures will come into force according to plan starting from the beginning of 2021, the year in which LGT will be celebrating its 100th anniversary.

Senior Banker Departs Credit Suisse for RBC

The private banking and management consulting veteran will help support the growth of RBC Wealth Management's China market business.

Union Bancaire Privée has great ambitions in Ticino

The company has already examined various acquisitions in Italy, but has not yet been concluded.

Schroders APAC COO Joins Eastspring

She reports to Wai-Kwong Seck, chief executive officer, Eastspring.

Vontobel Makes Asset Management Foray into Onshore Japan

Yoshino has more than 25 years of asset management experience and was previously responsible for institutional sales and client service at Goldman Sachs Asset Management.

HSBC Private Banking Names Southeast Asia Market Heads

He has 23 years of experience the financial industry and joined HSBC Private Banking in 2019 from Standard Chartered Private Bank where he headed the Singapore market.

Executive Moves