Managers of Wealth

Kingswood appoints new Head of Alternatives and Distribution

Kingswood is committed to becoming a leader in the UK wealth and investment management market by building a nationally recognised listed brand.

Credit Suisse makes changes to executive board

Warner has significant experience and a strong track record as a senior bank executive.

Credit Suisse promotes three amid board reshuffle

During her 11 years with Credit Suisse, Lydie has demonstrated consistently strong business contribution and exemplary culture standards in her previous role as COO of Global Markets.

Evercore Wealth Management appoints Managing Director and Portfolio Manager

He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.

UBS restructures board of directors

We thank both Ann and Michel for their 10 years of invaluable collaboration, work and outstanding service and wish them all the best for their future endeavors.

Senior Julius Baer Banker Resigns

The NRI business is one of the fastest-growing sources of net new money for the bank.

Changes to the UBS Board of Directors

Jeanette Wong and William C. Dudley to be nominated for election to the UBS Board of Directors at the forthcoming Annual General Meeting. Ann F. Godbehere and Michel Demaré not standing for re-election after 10 years of Board membership.

Nedbank Private Wealth Appoints A New Head Of Investment

Nedbank Private Wealth has strengthened its investment team with the appointment of David McFadzean as Head of Investments Jersey.

additiv Hires Digital Wealth Management Veteran to Run Asia

Bert-Jan’s focus will be to further tailor our products to the Asian markets and drive additiv’s growth in the region.”

Wealth firm hires Merrill Lynch veteran as alternatives boss

Prior to this he spent more than three decades at Merrill Lynch.

UBS proposes former NY Fed head Dudley as board member

The vote on his appointment to the Swiss group's board of directors will take place on 2 May 2019.

Christian Gosch succeeds Stefan Spannagl on Management Board of Avaloq in Germany

Stefan Spannagl has made a vital contribution to the positive performance of our operations on the German market ever since Avaloq Sourcing (Europe) AG was established in 2013.

Change of Guard at Saxo Bank Switzerland

Santi was responsible for Switzerland and Europe during his time at BSI, the bank based in the Ticino region of Switzerland.

SS&C appoints head of hedge fund administration business

Prior to joining SS&C, Joe spent over 12 years at Citco

JTC adds to head office senior management team

Blackburn has over 30 years’ global experience, with an extensive career in financial services and wealth management, working within key jurisdictions including the UK, Channel Islands, Asia, South Africa and the UAE.

ZKB Austria appoints head of Private Banking

He has 23 years of professional experience in various finance positions and has specialised in private banking for 12 years.

Canaccord Genuity Wealth Management adds to team in Singapore

Nick has worked in the financial services industry for over 15 years

GAM axes hedge fund boss in bond crisis for ‘gross misconduct’

His suspension led to the liquidation of ARBF, an exodus of clients and share price collapse, which culminated in the exit of chief executive Alexander Friedman in November.

Meet Ruth Handcock – the new Octopus Investments CEO

This new structure has been designed to help us achieve our mission of being irreplaceable to financial advisers and their clients, both now and also ten years from now.

Former Wealth-X President Marc Cohen Joins FINTRX Board Of Advisors

Prior to joining FINTRX, Cohen was the Co-President of Wealth-X, the Insight Venture Partners-backed subscription data, and Software as a Service, company.

Executive Moves