Managers of Wealth

Crypto Firm Poaches From Swiss Bank

The fintech issues exchange-traded products underpinned with cryptocurrencies.

EQ Investors hires Rathbones' Hardy as business development manager

To work within DFM team

Credit Suisse Banker Defects to Local Rival

The Basel-based bank is hiring Liliane Daester as its head of private banking, effective July 1, according to a memo seen by finews.com on Wednesday.

Barclays Private Bank appoints Head of Charities and Asset Consultant Relationships

Additional experience includes a 20-year stint with Morgan Stanley, where he worked with non-resident Indian, UK and European private clients, small sized money managers and UK charities.

Hiring of UBS Team Helps Rockefeller Capital Management Pass Milestone

The burgeoning wealth management unit is a spinoff of the family office of the same name

UBS AM names new head of food and agri in private markets arm

Swiss group makes senior appointment to help drive thematic and ESG thinking.

Credit Suisse fires two senior execs over $7.5 BILLION losses suffered after collapse of US hedge-fund Archegos and British Greensill scandal

Brian Chin, CEO of investment bank, and Lara Warner, chief risk officer, resigned

Heads to Roll as Credit Suisse Parses Archegos Fallout

It is also considering the fate of top investment banker Brian Chin, the agency reported.

AMP names new chief executive

She will join AMP Limited as CEO in Q3 this year, subject to required regulatory approvals.

Goldman Sachs Tap UBS' Private Bank

Goldman wants to double its headcount as well as assets under management with the Middle East wealthy

BNY Mellon Wealth Management Appoints Regional President of Tri-State Region

John joins after 26 years at Northern Trust, where most recently he headed a greater New York team.

EFG vice chair steps down

Niccolò Burki joined the board in 2013 and had been vice chair since April 2016.

SZKB appoints private and corporate clients head

Patrick Caspar previously worked as head of financial products at Graubündner Kantonalbank.

Quilter Cheviot promotes new head of office in Belfast

In his new role, he will have responsibility for the Belfast team while continuing to manage portfolios for private clients, professional intermediaries, charities, trusts and pension funds.

IQ-EQ makes two senior appointments in the Netherlands

These appointments reflect a strengthening of our senior team in the Netherlands

KPMG nominates audit head to be next UK chief executive

He joined KPMG nearly 20 years ago and became the Global Head of Banking & Capital Markets in December 2017.

BNP Paribas Asset Management appoints new Nordic Client Relationship Manager

Kristina was previously an executive director at UBS Asset Management

Quilter Cheviot Promotes New Head of Office in Belfast

Since 2018, Nigel has sat on Quilter Cheviot’s Executive committee and has also had responsibility for Quilter Cheviot’s London investment management team.

C Hoare appoints Lloyds veteran as first female CEO

Former Lloyds chief executive Diana Brightmore-Armour will reportedly become the first female chief executive of the UK’s oldest bank.

Ravenscroft revamps board as Lansdown vacates chair

Hargreaves Lansdown co-founder Stephen Lansdown is stepping down as chair of Ravenscroft.

Executive Moves