Managers of Wealth

Andbank Luxembourg appoints new MD

Andbank continues strengthening its team by recruiting professionals with outstanding careers in the international ambit and highly specialised in the financial sector.

BDB Pitmans Boosts Private Client Team

This is a key hire for BDB Pitmans as the newly merged firm continues to build its private wealth offering both domestically and internationally.

Liechtenstein bank expands WM & trust business

Stefan Liniger is taking over as CEO of Kaiser Partner’s wealth advisory and trust group on March 1, 2019.

Merian closes Edinburgh office after absolute return team exit

The closure follows the merger of the Merian (at the time part of Old Mutual) Absolute Return Government Bond fund into its Strategic Absolute Return Bond fund in July.

JP Morgan Asset Management taps ex-BlackRock exec for sustainable investing post

Ms. Wu worked at BlackRock for over four years

Rockefeller Capital Management boosts Private Wealth Management team

As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.

Stonehage Fleming expands private capital team

Expansion of the team comes in response to client demand and the wider market opportunity.

BKB names new CEO

He has also previously worked as CFO of Notenstein La Roche Private Bank.

Vontobel recruits from UBS

Daniela Diethelm joins Vontobel and takes over responsibility for the regional market.

UBS team managing $738 million near Detroit leaves for Raymond James

Eleven-member group will join RJ's employee unit in Birmingham, Mich.

Investec loses senior Leeds duo to Raymond James

McNab said: ‘Many investment models take a distanced approach without thinking about the client end experience.

Kingswood appoints new Head of Alternatives and Distribution

Kingswood is committed to becoming a leader in the UK wealth and investment management market by building a nationally recognised listed brand.

Credit Suisse makes changes to executive board

Warner has significant experience and a strong track record as a senior bank executive.

Credit Suisse promotes three amid board reshuffle

During her 11 years with Credit Suisse, Lydie has demonstrated consistently strong business contribution and exemplary culture standards in her previous role as COO of Global Markets.

Evercore Wealth Management appoints Managing Director and Portfolio Manager

He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.

UBS restructures board of directors

We thank both Ann and Michel for their 10 years of invaluable collaboration, work and outstanding service and wish them all the best for their future endeavors.

Senior Julius Baer Banker Resigns

The NRI business is one of the fastest-growing sources of net new money for the bank.

Changes to the UBS Board of Directors

Jeanette Wong and William C. Dudley to be nominated for election to the UBS Board of Directors at the forthcoming Annual General Meeting. Ann F. Godbehere and Michel Demaré not standing for re-election after 10 years of Board membership.

Nedbank Private Wealth Appoints A New Head Of Investment

Nedbank Private Wealth has strengthened its investment team with the appointment of David McFadzean as Head of Investments Jersey.

additiv Hires Digital Wealth Management Veteran to Run Asia

Bert-Jan’s focus will be to further tailor our products to the Asian markets and drive additiv’s growth in the region.”

Executive Moves