Managers of Wealth

PM exits Federated Hermes to become family office bond chief

Fund manager, previously in charge of a host of strategies at US group, tasked with developing total return operation, Citywire Selector has learned.

JPMAM Australia chief to retire

Farrell relocated to Sydney when she was appointed to lead the local business in November 2016; the first chief executive and country head appointed for Australia.

Julius Baer brings another Latam team from Credit Suisse

The new Colombia team is already the second CS team within a few months that Julius Baer has brought in to expand the region.

Finma: Branson succession is taking shape

In addition, the German authority employs around 2,700 people, around five times more people than Finma with its 536 employees.

Geneva WM managing partner to exit as new COO joins

Bruellan has appointed Claude Favre as head of operations, risk and finance.

Geneva boutique hires former AAA-rated Invesco small caps head

Adrian Bignell will focus on small and mid-caps. He also has expertise in Northern European companies.

TISE announces new CFO

Prior to joining TISE, Mr Watchman worked at Kleinwort Benson for 12 years where his career took him from trust accounting, to fund accounting, including a portfolio of LSE listed funds, and then to the Finance team.

UBP fixed income head exits for Vontobel executive board

She reports to CEO and head of investments Zeno Staub.

Swiss Payments Firm Appoints Technology Chief

Wehrli has been with Twint since 2017, when he started as a software engineer.

BNP Paribas AM appoints new global fixed income CIO

French asset manager promotes head of global multi strategy Olivier de Larouzière to new role.

Arden appoints Head of its Family Office team

The appointment supports Arden’s reach amongst Family Offices and high net worth individuals as increasingly important providers of capital to high-growth businesses

Quilter International announces new Singapore CEO

This team is responsible for delivering Quilter International’s HNW strategy across the whole of Asia and brings together the specialist teams from both Singapore and Hong Kong.

AHR launches UK Private Client venture

The business will aim to provide successful IFAs as well as individuals from a banking background with a highly competitive salary and bonus structure, as well as additional value upon their retirement.

J. Safra Sarasin Nets Ex-BMO Private Banker

J. Safra Sarasin Welcomes Ex-BNP Paribas Asia Wealth Chair

Ex-Credit Suisse Asset Manager Advances at Swiss Rival

This follows his appointment as the new Head of Investment Solutions

LLB Swiss Investment appoints Markus Fuchs to executive committee

Fuchs was managing director of the Asset Management Association Switzerland from 2013 until the end of 2020.

Strategic Wealth Partners Appoints A New Chief Operating Officer

She has previously served as Principal, Client Service for State Street Global Advisors

B. Riley Wealth Management Serves as Sub-Adviser to UBP

Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers

Shawn McElmoyl Joins The Private Bank at Union Bank

Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.

VP Bank Poaches Auditor From Big-Four Firm

Markus Rohner is a financial services expert with over 15 years of experience in the audit and advisory field, including several years as an audit expert and lead auditor of financial institutions.

Executive Moves