Managers of Wealth

Bank J. Safra Sarasin Celebrates Three Year Milestone of its Green Planet Fund with Key Appointment

The thematic fund focuses on capturing opportunities stemming from the green transition.

Paragon Capital Hires Private Banking Duo

Paragon Capital Management (PCM) has formed a Hong Kong office to cater to clients in North Asia

Deutsche Bank Targets Middle East Wealth With 10 New Hires

Among the newcomers are Fayez El Hajj

German-speaking Switzerland client co-head exits GAM

Claudio Fetz has been replaced by Daniel Durrer as client relationship team head at GAM as the firm undergoes a restructure.

Wealthspire Advisors Adds Seasoned Investment Advisor Michael J. Santo

Veteran Portfolio Manager and Former Bank of America Private Bank Managing Director Adds Expertise in both New York and South Florida Markets

BOS Nets Ex-Citi Private Banker

In the role, she will focus on engaging clients with family office advisory needs and developing the bank's strategic initiatives for single family offices.

Investec W&I’s Glasgow head becomes latest exit

Divisional director Arlene Ewing leaves her role, following the departure of DFM head David Kerr last month.

Azimut Group hires industry veteran in Singapore

Andrew Ang will be the first member of the institutional and wholesale team at the Italian asset manager to be based in Asia.

Franklin Templeton appoints new head of private banks and family offices in Asia

Franklin Templeton has hired a former BNP Paribas and JP Morgan private banker to expand its private banking and family office network in Asia.

Credit Suisse Ticino investment consulting chief heads to boutique bank

Roberto Cerratti has left Credit Suisse for Banca del Ceresio.

Graubündner Kantonalbank names new head of investment solutions

Giochen Schmed takes on the role in addition to his head of investment advisory position.

Ex-Credit Suisse Banker Joins Swiss Banking Group in Lugano

Roberto Cerratti has joined Banca del Ceresio as Head of Investment Services Switzerland

Roz Smith Named Chief Operating Officer of Broadridge International

In her role, Smith will focus on scaling and streamlining the Broadridge International business to drive transformational levels of operating efficiency and productivity.

Evelyn Partners Fund Solutions Ltd appointed ACD and Fund Administrator to Baker Steel Capital Managers LLP’s UK fund range

Following a comprehensive market review, the Baker Steel Gold and Precious Metals Fund and Baker Steel Electrum Fund will transfer to EPFL.

Executive Moves