Managers of Wealth

Rated ZKB real estate PM exits for boutique

+ rated Sekula joins from Zurcher Kantonalbank, where he has worked for over 25 years.

Raffles Family Office expands team

He was born and raised in France and speaks fluent English and French.

JPMAM appoints APAC sustainable investing lead

She would focus on working with clients to drive the growth of JPMAM’s sustainable investing capabilities

UBS AM wholesale client coverage lead departs

His other responsibilities included building, implementing and monitoring the firm's strategic engagement with a broad range of investors.

Nadine Bogard re-joins BDO in its private client services unit

As the accountancy and business advisory firm looks to strengthen its UK tax offering, it has confirmed the appointment of a new Senior Manager to its PCS wing.

PB appoints member of management committee

In his role, effective from 1 May, he will supervise the teams in Geneva, Lausanne, Yverdon-les-Bains, Neuchâtel and Nyon.

Luxembourg private bank Hires From UBS

Most recently, Klein held a similar role at UBS' Luxembourg arm and before that was the Swiss wealth manager's risk chief for the country.

Boston Consulting Group Elects Next Chief Executive Officer

BCG’s Head of Central and Eastern Europe and the Middle East Will Succeed Rich Lesser Following Era of Extraordinary Growth and Impact

Coutts taps veteran biomedical scientist for board role

Sharmila Nebhrajani is also on the board of NS&I, NICE, Severn Trent and ITV.

Signature Wealth Group boosts team

Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.

Digital wealth manager appoints Industry veteran as chief strategy officer

He is an expert in brokerage, trading platforms and investment products," says Erik Podzuweit

BNY Mellon Wealth Management Names Head of Sales - Investor Solutions

She started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder

Citigroup Swiss Boss Exits

She is replacing Slawek Sikora in Poland

Credit Suisse Dealmaker Jumps With Team

Przygoda is an experienced dealmaker in the insurance sector and has worked at Credit Suisse for over ten years.

New head of discretionary for Ravenscroft in Jersey

Mr Le Cornu has worked in the finance industry since 1978 and has more than 25 years’ experience in investment management.

Snowden Lane Partners expands international wealth presence with new adviser team

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.

BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC

Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.

Wire Wars: $1.4-Mln Merrill Family Team Leaves for Morgan Stanley in FloridaA four-person Merrill Lynch team led by a 29-year veteran broker and his nephew left earlier this month for rival Morgan Stanley in Fort Lauderdale, Florida, adding to a list of r

The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.

Schroders Personal Wealth strengthens business development team

Marcelo brings a wealth of experience to the role, having previously held senior management positions at Royal Bank of Scotland and Lloyds Banking Group

UBP hires chief for German and Austria AM arms

Body will start on his new role on 1 June and reports to Nicolas Faller, co-CEO of Asset Management and head of institutional clients.

Executive Moves