Managers of Wealth

Migros Bank Appoints ex-Vontobel Sales Expert

Migros Bank is working on its distribution channels and has appointed a specialist for the task who used to be in charge of the platform solutions of Zurich-based private bank Vontobel.

UBS Hires Leading Private Wealth Management Advisor Team in Atlanta, Georgia

The team will report to Lane Strumlauf, Southeast Private Wealth Management Market Head.

Ogier welcomes new director and head of Private Wealth in Asia

Jacqueline has numerous accolades to her name, including being named in The Citywealth 2018 IFC Power Women Top 200 and the Citywealth 2019 Top 10 Professionals in China and Hong Kong.

Broadridge Names LTX Chairman of the Board

Mr. Certosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions.

Tilney Smith & Williamson appoints Simonetta Rigo as Chief Marketing Officer

She has successfully led teams through periods of business transformation, brand repositioning and achieved major improvements in both client engagement and new client acquisition.

HSBC Appoints Singapore Head of Securities Services

In her new role, she will report to Brian Godins, Asia Pacific head of securities services and Gavin Powell, Singapore head of markets and securities services.

Aslam Shareef appointed Director of Funds

He will lead the Funds department of Fairway Group working closely with CEO Louise Bracken-Smith and the existing Funds team.

Peapack Private Wealth Management Hires Team from Noyes Capital Management

Scott and Leigh are joining the firm at the perfect time.

BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL

Laura's significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families.

BIL Suisse appoints Hartmut Vollmer Head of Wealth Management Growth Markets and Tobias Kamber General Counsel

Prior to joining BIL Suisse, he held the position of Deputy General Counsel Private Banking at Julius Baer and also headed t

Mirabaud Asset Management Strengthens Swiss Sales Capability

Joining from SILEX Investment Partners, Paganini has more than a decade of asset management sales expe rience – across both the wholesale and institutional segments of the market. He is highly respected in the Swiss sales space, with prior roles at

Investcorp appoints head of private wealth

He will oversee the capital raising and wealth management business for the Firm’s alternative investment products in the GCC among private wealth clients, family offices as well as private wealth distribution channels.

Finance sector defies Brexit jobs warnings

Nine of the biggest asset managers have added to their UK workforce since the Brexit referendum, with total combined headcount surging around 35% to more than 10,000 employees.

Family Office Veteran Becomes Inaugural Member of Impact Partners Advisory Board

Craft is currently the chief of staff at Impact Partners client Fulcrum Equities, LLC

AWK Group appoints Adrian Anderegg as Partner

Adrian Anderegg will add to the existing team of partners.

Citywire hires Andreas Dagasan to head the DACH region

Dagasan has more than 25 years of experience in finance and asset management and is a professional investor.

Investec MD Tom Street exits

In Investec’s half-year results adjusted operating profit fell by 48.4% to £142.5m.

BNY Mellon Wealth Management Appoints Vincent Hayes as Head of Global Family Office

He joins BNY Mellon from the Family Office Exchange (FOX) where he served as Managing Director.

Green Climate Fund hires Kavita Sinha as deputy director, mitigation and adaption

Sinha joins after two years running the European Climate Fund's clean energy investment portfolio for Southeast Asia.

Rothschild & Co appoints Senior Adviser

Lord Sedwill retired from public office in September 2020, having served over 30 years in numerous UK and international positions under seven prime ministers

Executive Moves