Managers of Wealth

ZEDRA announces Jersey managing director appointment

He will lead the development and growth of ZEDRA’s corporate, fund administration and active wealth business on the island.

Jack Ginter to Lead Abbot Downing

Industry veteran tapped to grow the firm’s ultra-high-net-worth boutique

Old Mutual reports full-year results and the search for a new CEO

The ongoing battle between Old Mutual and Moyo appeared to come to a close in January of this year when, after an initial series of legal victories by Moyo, his case was dismissed – a decision he is appealing.

New Finma board of directors chair elected

The former Vice-Chair will take over on 1 January 2021 from Thomas Bauer, who will step down from his role at the end of the year.

HSBC names Head of Wealth and Personal Banking

HSBC’s wealth and personal banking unit is the product of the merging of HSBC’s retail banking and wealth management, and global private banking units to for a business reported to have a USD1.4 trillion valuation.

Former Brown Shipley CEO exits business

Former Brown Shipley chief executive Ian Sackfield has left the business, two years after he stepped down from the top job to become a client director.

Wealth Management Pundit Michael Kitces Jumps Ship. It’s a Big Deal.

The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.

Pascal Financial reveals new executive appointment

Up-and-coming wealthtech firm appoints Howard Atkinson as its chief strategic advisor

Swiss Wealthtech Startup appoints new CEO

Brings over 20 years’ experience in building online marketplaces and leading innovative technology startups and agile teams.

UBS AM appoints ETF capital markets head

He spent seven years at HSBC between 2012 and 2019

Mishcon strengthens Private practice with new hire

She acts for individuals, their families and corporate interests in respect of all their specific individual requirements included global commercial disputes, employment and reputation management matters.

GLKB proposes new board of directors member

Previous roles include head of insurance risk management at Deloitte and consultant at Synpulse.

Swisscanto Invest Poaches From RobecoSAM

Fabio Pellizzari is the team’s leader and will become responsible for the development of the segment and head the sustainability-committee at Swisscanto Invest.

Ernesto Bertarelli Hires CEO for His Wealth Management

Ernesto Bertarelli earned his fortune in the biotech industry and shot to stardom as founder, sponsor and member of the successful Alinghi America’s Cup team.

Mirabaud AM poaches Reyl global asset management head

Mirabaud Asset Management is committed to developing longer-term partnerships with its clients through the highest standards of personal and professional service.

Sionic Hires UBS Wealth Specialist to Lead New Corporate Governance Team

Shelley was formerly Head of Wealth Planning, Europe, Middle East and Africa, at UBS

UBS Appoints Head of Hamburg Branch

Simon will return to his duties as head of distribution management in Germany.

Sarasin & Partners strengthens portfolio management team

He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.

VP Bank to elect new board of directors chairman

The appointment will have immediate effect.

Finma to replace executive board member

Before joining Finma, she worked as a lawyer at Zurcher Kantonalbank.

Executive Moves