Managers of Wealth

Bernstein Appoints New Senior Leadership in Private Wealth Management Division

Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management

Self Bank continues hiring spree with four appointments

Self Bank Banca Privada announced an enhancement to its business model in October 2019

SCB Julius Baer appoints new CEO

SCB Julius Baer, the strategic wealth management joint venture between Siam Commercial Bank and Julius Baer, has appointed Lalitphat Toranavikrai as new CEO effective immediately.

Indosuez Wealth Management Hires Quartet

She brings 25 years of private banking experience

Lombard Odier IM boosts thematic equities strategies with three hires

Henk Grootveld, who will lead the team, brings over twenty years' experience and expertise in thematic investment.

Nyon firm expands with new managing partner

Pittet previously worked at Banque Pictet & Cie for eight years as an investment manager for private equity.

BNY Mellon Wealth Management Names Raymond J. Janvier as Senior Client Strategist in Washington, D.C.

Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients

UBS Hires Schwab “Private Client” Broker in Indiana

While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.

Wealthify appoints Simon Holland as chief product officer

Prior to that, Simon has built e-commerce, online banking and developer portals for global banks and marketplaces.

BNY Mellon Wealth Management Names Kent C. Moegerle as Regional Head of Client Strategy in Atlanta, GA

Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.

Bantleon hires credit PM

That is why we are expanding our credit portfolio management.

New Head of Lombard Odier in Dubai

Guy Olivier Bambule as Local Managing Director of Lombard Odier’s Representative Office in Dubai

Bank Linth appoints new Lake Zurich PB head

Züsli will become deputy head of private banking in Uznach and will focus on advising clients with special investment requirements within the region.

Three senior promotions at leading offshore law

The promotions, effective from 1 January 2020, see Will Whitehead and Louise Woolrich become counsel and Arindam Madhuryya made a senior associate.

Santander appoints fund selector to private banking unit

The relocation implied that five out of the ten members the team had were relocated to the offices of Santander in Madrid

Matt Hudson leaves Schroders

Performance from Hudson, then enjoying a strong run, has since been poor.

Former Quilter Cheviot CEO joins IFA

Asquire director Yateev Valand said it was a “challenge” for smaller IFAs to maintain margins and keep costs low for clients and Mr Loudon’s experience would help the company grow.

Aviva Investors appoints head of client solutions

She also held management positions at Bank Vontobel, State Street, Julius Baer, Coutts and Morgan Stanley.

Deutsche aims to lure family office clients with new promotion

Deutsche Bank Wealth Management has appointed Roberto Rosati as managing director for single family offices in the UK.

Standard Chartered picks Rene Keller as Singapore CIO

Keller’s most recent role was as group data officer and group head of innovation at Deutsche Bank after becoming the global CIO of its private wealth unit.

Executive Moves