Managers of Wealth

Former Bellevue president replaces veteran as Bâloise chair

He will step down from his role as managing director of Corfinad, which specialises in consultancy for M&A transactions and capital market finance.

Crestbridge maintains family office services growth with Director appointment

In his new role, Daniel will focus on ensuring that clients continue to benefit fully from Crestbridge’s comprehensive suite of tailored fiduciary and support services.

RWC makes key hire to lead business development in Switzerland

Hirter brings a wealth of experience and regional understanding, and joins from Fidelity International, where he was Head of Sales for Switzerland and Liechtenstein.

UBS appoints president of Swiss unit

Changes effective 1 February 2021

Bonhôte appoints first Lake Geneva regional head in expansion plan

Léon Lauber will provide business support for the Lausanne and Geneva branches and aim to build the bank’s reputation in this region.

George M. Vazquez and Howard Needle join Wellesley Asset Management

I am so pleased that George and Howard have joined our firm, bringing new insights as we look toward our next decade of growth in the investment industry.

Cashfac appoints wealth manager

Based in Toronto, Sherri brings over 20 years’ experience in the banking industry working with Schedule I Canadian banks.

AM cancels CEO appointment and hires replacement

The former CEO is becoming CFO on a three-year term.

Partner with unlimited liability leaves Privatbank

He was a member of the Geneva private bank for a total of 36 years.

Northern Trust Hires Head of Fiduciary for Global Family Office and Private Investment Office Group

He will also work directly with clients and their advisors to develop a consultative relationship and gather information related to their financial circumstances and goals.

New UK Chief Executive Officer for Wealth Management Business and appointment to UK subsidiaries

David has over 30 years' experience in financial services with Lloyds Banking Group where he has held numerous senior leadership roles in distribution and functional areas across its Retail, Commercial and Insurance divisions.

Stonehage Fleming appoints director in Jersey family office team

Stewart led a team of bankers and was part of the senior management team responsible for a cGBP4 billion loan book, and new business origination.

JPMorgan bolsters advisor talent in New York, Houston

She will report directly to J.P. Morgan Advisors CEO Chris Harvey.

Vontobel AM head steps down amid reshuffle

In a statement the firm said this is part of its efforts to become increasingly client centric.

PB's ex-chairman steps down as unlimited liability partner

‘I will keep in touch with some of you and develop activities on various foundation boards,' he said.

Geneva PB unlimited partner steps down

The change to Michel Juvet’s role will become effective at the end of 2020, Le Temps first reported.

Lloyds boss to become next chairman at Credit Suisse

Appointment of outgoing Lloyds chief executive comes as bank reveals $680m US fine

Credit Suisse picks outgoing Lloyds Bank CEO as chairman to replace Urs Rohner

Horta-Osorio revived Lloyds in the aftermath of its 2008 government rescue during the financial crisis, with the bank returning to private ownership in 2017.

M&G names head of stewardship and sustainability

Rob Marshall has led the firm's credit research team and more recently the global research equity and credit team since 2017.

STEP elects Nancy Golding QC as worldwide Chair

Nancy has practiced law in Calgary, Canada, for over 35 years.

Executive Moves