Managers of Wealth

UBS Hires Coutts Veteran to Advise Wealthiest U.K. Clients

He will report to James Whittaker, head of UBS’s ultra-high-net-worth clients in the U.K.

Deutsche poaches Tilney partner to head financial planning

A former cover star, Morley told Wealth Manager in October that the firm’s strategy, given its relatively low penetration of the core London market, is to initially focus purely on building its client base in the capital.

Geneva boutique makes international push

Mifa previously worked at Oddo & Cie for seven years and at Banque d'Orsay for 10 years.

Schroders appoints Hong Kong CEO

In addition to the Hong Kong CEO position, she will also take on the newly created role of regional head of intermediary clients, where she will work closely with Showbhik Kalar, the regional head of intermediary and product at Schroders.

Goldman Sachs appoints new Florida, LatAm wealth head

Goldman Sachs Private Wealth Management mainly services Latin American clients through its Miami office, though it also has an office in São Paulo.

Close Brothers boosts Board

On joining the Board, Peter will become a member of the Board’s Risk Committee.

Zurich PB restarts Italy expansion with Milan office hire

The statement also noted that EFG's Swiss and Italian operations have 'returned to positive underlying net asset inflows in the period from July to end of October'.

Ex-Porsche LMP1 boss to get top F1 team role

He subsequently joined Porsche, heading up the LMP1 programme from its first season in 2014

KPMG appoints Jonathan Bernsen to lead Swiss TP team

Jonathan Bernsen has joined KPMG Switzerland to head its transfer pricing team.

Schroders poaches from Pictet for HK CEO role

Amy Cho, Schroders newly-announced Hong Kong CEO, is Pictet Asset Management’s head of business development for Asia-Pacific ex-Japan.

Khaya Gobodo to succeed Dave Macready at Old Mutual Wealth and Investments

"He is the recipient of the prestigious 2018 manager of the year award at the recent Annual achievement awards of the black management forum for his contribution to the achievement of transformation and managerial leadership development in South Afri

UBP Is Said to Hire About 15 Bankers From BNP Paribas in Asia

UBP in April hired a team of six from Standard Chartered Plc in Singapore, accelerating a push that started with the 2015 acquisition of Coutts International.

Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.

EFG International appoints Chief Risk Officer

Switzerland on 10 November 2018 and stepped down from his role as Chief Risk Officer and member of the Executive Committee of EFG International as of that date.

Taxand hires René Matteotti as new counsel in Switzerland

René Matteotti, a lawyer and University of Zurich professor, will move to Tax Partner, Taxand Switzerland.

Mirabaud hires private banking team from rival

Nicolas Mirabaud, appointed Managing Partner and Head of Wealth Management for the Mirabaud Group from 1 January 2019

Trading Places: Hampden & Co hires director from UK's oldest private bank

Hampden & Co has hired a senior banker from rival private bank C. Hoare & Co, the oldest institution of its kind in the UK.

Former Raiffeisen selector joins Swiss cantonal bank

Meanwhile at Raiffeisen Switzerland, Patrick Volkart has recently assumed the role of head of product research.

Edmond de Rothschild pursues its business line convergence strategy

Place its three specialised real estate subsidiaries under single management

Brooks Macdonald managing director steps down

Brooks Macdonald chairman Chris Knight thanked Holmes for his contribution from the firm’s early days and his leadership of the UK’s investment management business since 2008.

Executive Moves