Managers of Wealth

UBS Appoints New CEO

The 53-year-old Dutch banker Hamers will succeed group CEO Sergio Ermotti who has been with the bank for more than nine years.

Golden State Wealth Management hire two new managers

Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.

Former Berenberg AM head Gebhardt joins board of Swiss real estate firm

The advisory board of the firm is supporting the management team, led by CEO Stephan Rind, in the firm's planned significant expansion of its property portfolio.

UBS taps ING veteran as next CEO

Ralph Hamers will join UBS as a member of the Group Executive Board on 1 September 2020 in order to ensure a smooth leadership transition.

Mirabaud appoints Chief Operating Officer

François Leyss' future duties will include overseeing IT, Operations and Trading activities for all of the Mirabaud Group's business lines (Wealth Management, Asset Management and Securities).

Clarus Capital enters new markets with new consultants

Christian Schroeter recently successfully built client books in Switzerland, Turkey and Israel.

Goldman Loses Two Teams Generating $32.5 Mln to UBS, First Republic

Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.

First Republic adds three-member team of wealth managers

Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals

Lucio Tan appointed president of PAL Holdings

Philippine Airlines recently revamped its leadership, seeking to fight off competition from budget carriers

BIS appoints Innovation Hub heads in Singapore and Switzerland

Both will start their new roles in April for three-year terms.

Geneva boutique hires former BNP Paribas Indonesia CEO

The firm also recently recruited a new member to its investment committee.

Zurich firm recruits star German equity manager

BrickMark’s advisory board will support the firm’s management in the planned significant extension of its real estate portfolio.

Brooks Macdonald announces two senior promotions

Gary will be focussed on supporting the intermediaries BM works with and will be instrumental in transforming and enhancing how the Group can help advisers grow their business.

Pictet WM expands Spanish team with new senior private banker

Luis Sánchez de Lamadrid, general director of Pictet WM Spain, told Spanish financial media that Cavero's appointment reinforces the firm's commitment to attracting talent, "in a bid to establish responsible relationships with client

Vontobel AM hires head of intermediary distribution

He was previously the head of third-party distribution at Delaware Investments for more than four years.

Julius Baer names head of investment advisory UK

efore joining Julius Baer in 2017, he was an investment adviser and director at Coutts.

Credit Suisse Names New Head of German Wealth

The Swiss banker replaces Henrik Herr, a veteran private banker who had been with the Zurich lender for 17 years.

Charles Donald appointed as CEO of UK Government Investments

New CEO takes charge of UK Government Investments on 12 March 2020

FCA appoints interim director of strategy and competition

Since joining he has led the FCA’s work to make sure competition works well for consumers and tackle anti-competitive behaviour in the financial services industry.

VZ VermögensZentrum hunts for WMs in Zurich and Uster

The new hires will work in teams and regularly discuss the performance of each customer’s assets with them and explain the options that they recommend.

Executive Moves