Managers of Wealth

Manchester family office taps UBS veteran as chief executive

Paddy Lewis will take over from incumbent CEO Ian Marsh who will become executive chairman of the board.

Snowden Lane opens new office with $500M ex-Merrill Lynch team

Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets

GAM appoints Global Head of Sustainable and Impact Investment

Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm.

HSBC Global AM expands Infrastructure Debt Investments team

Currently Director, Infrastructure Finance at HSBC Global Banking and Markets, Beoggi brings 20 years' experience in infrastructure finance, having worked in the sector in Paris, Singapore, and Hong Kong.

Independent wealth advisory firm appoints new CEO

The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations.

HSBC names CEO of Wealth and Personal Banking

He is currently the Chief Executive of HSBC Bank plc, the UK non-ring-fenced bank, and Chief Executive of HSBC Europe.

Holborn Appoints Group Chief Financial Officer

She is a highly experienced and senior finance professional who also provides vision and leadership for strategy, change and transformation

Cantonal bank appoints AM business unit head

The unit includes the investment office and the institutional and private portfolio management departments.

Private markets boutique hires ex-Syz client services head

She is based in Geneva and is in charge of developing the business among Swiss private clients and institutional investors.

Marie Seiler appointed Head Real Estate Portfolio Management for third-party asset management business of Swiss Life Asset Managers in Switzerland

She joins Swiss Life Asset Managers from PwC Switzerland, where she spent over 15 years working for the Real Estate Advisory Team in Zurich, Geneva and Basel.

Credit Suisse corporate banking head for Switzerland exits

The head of SME business for Switzerland, Andreas Gerber, will succeed him in January.

Leading international M&A advisory firm further strengthens its green and sustainable transaction network team

impact investing sector, developing a particular expertise within ESG, sustainability and green investments, also holding board positions in climate and transport as well as cybersecurity, transparency and R&D.

BNP Paribas Asset Management Appoints Global Head of Client Services

In his new role, Daniel will be responsible for enhancing BNPP AM’s client services across all regions.

Zurich-based fund boutique taps Blackrock again

Prior to that, he held roles in equity research, with a focus on capital goods, at MF Global, HSBC and Capital Group.

Former Bellevue president replaces veteran as Bâloise chair

He will step down from his role as managing director of Corfinad, which specialises in consultancy for M&A transactions and capital market finance.

Crestbridge maintains family office services growth with Director appointment

In his new role, Daniel will focus on ensuring that clients continue to benefit fully from Crestbridge’s comprehensive suite of tailored fiduciary and support services.

RWC makes key hire to lead business development in Switzerland

Hirter brings a wealth of experience and regional understanding, and joins from Fidelity International, where he was Head of Sales for Switzerland and Liechtenstein.

UBS appoints president of Swiss unit

Changes effective 1 February 2021

Bonhôte appoints first Lake Geneva regional head in expansion plan

Léon Lauber will provide business support for the Lausanne and Geneva branches and aim to build the bank’s reputation in this region.

George M. Vazquez and Howard Needle join Wellesley Asset Management

I am so pleased that George and Howard have joined our firm, bringing new insights as we look toward our next decade of growth in the investment industry.

Executive Moves