Managers of Wealth

Iress bids farewell to wealth CTO

Anthony Gerrits first joined the technology firm in July 2018 as its head of technology delivery for portfolio.

MFS adds to its EMD team

The US investment manager has hired a former Columbia Threadneedle emerging markets debt specialist.

The Openwork Partnership hires CFO from Rathbones

The appointment follows the recent announcement that Bain Capital has committed to make a significant minority investment in Openwork.

Christian Schüpbach becomes new head of the Market Services Department

Christian Schüpbach joined BEKB two years ago and has headed the Strategy & Innovation department since then.

Billionaire Dyson’s Family Office Hires Ex-Amundi Stock Picker

They asked not to be identified as the details are private.

Bellevue’s Highland Private Wealth Management Firm Announces New Co-Presidents

In his new role, Thomas will be responsible for overseeing companywide marketing and growth objectives, brand development, client experience, and people operations.

Artemis wins Invesco’s underperforming UK small-cap trust

The trust’s shares soften 1% as the board announces Artemis’ surprise appointment, persuaded by lower fees, a strong track record and the promise of significant skin in the game.

José Bandera Joins the Wealth Management Division of BTG Pactual

Bandera has been working with the Wealth Management division of the Brazilian institution since November, based in Miami, Florida.

Natixis IM Appoints Regional Head of Wealth

Based in Singapore, he reports to Dora Seow, CEO, Natixis IM Singapore.

Heinz Huber becomes new president of the Graubündner Kantonalbank

Heinz Huber was chosen because of his many years of proven experience in the financial sector.

Patrick Eisenring becomes new CFO of Rothschild & Co Bank AG

At the same time, he will become a member of the Board of Directors of Rothschild & Co Bank AG as of January 1, 2025.

Barings hires HK and SG wealth distribution head

The $431bn US asset manager has recruited a Hong Kong-based industry veteran from an old rival.

Quilter adds three more firms to its network

These appointments follow the recent additions of five other AR firms that joined Quilter’s advice network in December 2024.

HSBC Switzerland names interim country head

John Shipman takes on the role after more than six years as chief risk officer for HSBC’s Swiss private bank.

Assetimmo recruits portfolio and asset management chief

The real estate investment foundation has named Lucas Schlageter as the new manager for its portfolio and asset management division, while Aita Caviezel will replace outgoing Christian Felker.

Titan Wealth strengthens financial advisory offering with acquisition of IWP

Following the acquisition, Titan Wealth group will be one of the largest financial planning businesses in the UK, with more than £14bn in assets under advice.

Former CS banker to join BNP Paribas with a team

The senior banker has worked at BNP Paribas WM before, as well as other banks including DBS Private Bank and J Safra Sarasin.

Deloitte Switzerland appoints head of investment management

Ueli Preisig has been promoted to head of investment management.

Quilter Cheviot appoints Nick Wood as new head of regional offices

Nick Wood has been with Quilter Cheviot since 2012

Evelyn Partners adds to London financial planning team

Mimi Corden-Lloyd previously worked at Coutts private bank

Executive Moves