Managers of Wealth

AHR Private Clients appoints new Operations Director

In his new role, Rees will oversee the development and delivery of AHR’s client solutions, ensuring the business delivers a best-in-class approach to whole of market, unbiased financial advice.

Iress appoints head of product design

Before that, Amir was head of user experience at another technology consultancy DiUS Computing where he was responsible for building and growing their design capability across Melbourne and Sydney.

Credit Suisse Appoints Southeast Asia Private Banker

Tan has 19 years of experience in the financial sector including institutional sales and investment consulting with high and ultra-high net worth clients in Thailand and Singapore alongside family offices.

SocGen PB investment strategy head Mudie exits for Zug IAM

He will also be a member of the executive committee, subject to Finma approval.

VP Bank Poaches Heavy Hitter From KPMG

Previously spent five years at the Swiss central bank, both in compliance and in operational risk and security.

LO hires two equity PMs to grow CHF 10bn AUM platform

D’Aligny joins the European equities team. He was previously a partner and lead portfolio manager at Sycomore Asset Management.

Edmond de Rothschild Group appoints new CEO

Edmond de Rothschild Group has named François Pauly as its new Chief Executive Officer (CEO).

Lombard Odier expands Global Equities team

These appointments reinforce our commitment to be a leading global equity house and provide investors with differentiated high-conviction strategies

Wealth Manager Joins First Republic

Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.

$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan

By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.

World’s Third-Biggest Wealth Fund Grows Quant Team With New Hire

The rainy-day fund has amassed just under $700 billion in assets

Fired, then bounced back to be banking giant JPMorgan Chase's CFO

Lots of people bounce back, but Mr Barnum's rise to CFO of the banking giant is an unlikely Wall Street tale.

Avaloq Co-Chiefs Revamp C-Suite

A spokesman for Avaloq confirmed that Foehn and Pahlke have exited, and said Hauser remains an adviser.

Lombard Odier IM strengthens distribution team in Switzerland

He joins as Head of Institutional Sales for Switzerland; Martin Kazimir joins as Head of Wholesale Switzerland

Credit Suisse Names COOs of Investment Bank

Elodie and Warren have experience working across regions, products and legal entities, which has equipped them well for their leadership roles.

LOIM hires institutional sales head and chief of wholesale Switzerland

Raphael Kron was appointed as head of institutional sales and Martin Kazimir as head of wholesome in Switzerland.

A series of appointments of Client Services Directors at Accuro

We are very pleased to be able to promote from within the business.

Rothschild hires Credit Suisse heavyweight to lead Midlands launch

Rothschild & Co has hired Credit Suisse’s head of ultra-high net worth in the UK to lead a new wealth team across the Midlands region.

HSBC splits Asia leadership as it increases focus on China

Banking group to replace Peter Wong with co-heads for the region

CIO of SSGA’s global equity beta unit to retire

John Tucker to be Promoted to Succeed Blake, and Karen Wong to Join as Global Head of ESG and Sustainable Investing

Executive Moves