Managers of Wealth

Former Falcon CEO resurfaces at Zurich PB

He succeeds Daniel Lipp, who left the firm.

Credit Suisse makes five hires to boost ESG strategy efforts

Swiss group announces host of hires from Robeco and Nordea as part of plans to strengthen the bank’s sustainability efforts.

Guy Foster named Brewin Dolphin chief strategist

Davina Rich appointed head of research

Louis Green Joins UBS as a Financial Advisor in New York

Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.

Saracen Fund Managers hires new Business Intelligence Manager

Taylor was previously an Investment Manager at Investec Wealth & Investment in Edinburgh from 2013 to 2020 and before that was part of a Quant team at UBS Global Asset Management in New York.

AHV investment strategist moves to Union Bancaire Privée

He has around 25 years of experience in its field.

Equiom appoints Joe Cheung as new Location Head in Hong Kong

Joe is also a team builder who took charge of multiple offices in Asia as well as integrating and managing large teams in Hong Kong and China.

Apex Group appoints two to Executive Committee

The promotions of Rosie and Vikita are further evidence of the excellent pool of talent we have built across the Apex Group

Taylor Wessing builds leading EU private wealth team

The new arrivals, which will be based in London, will join the firm between now and February 2021.

Geneva WM names three members to executive advisory board

Julien Tron, Guillaume Dubray and Jean-Yves Bonvin will join on 1 February.

UBS Boosts Diversity as Current Head Exits

She replaces Carolanne Minashi

Former Vanguard CEO joins Tilney Smith & Williamson board

Bill McNabb joins the firm as a non-executive director as the merged group readies for a growth phase.

UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

Lynn is a great asset to our market.

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

RBC moves Gail McCourt into top-level role

She will lead RBC Wealth Management’s fiduciary management and technical trust teams in the Channel Islands

Julius Baer hires six Relationship Managers

Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.

J Safra Sarasin hires PM for two thematic funds

Daniel Lurch has experience as an analyst in cyclical sectors.

Zurich WM hires two managing partners

Blackfort has hired Sebastian Schmuki and Wanja Eichl.

Octopus Ventures announces new Co-CEO

Our growth and Emma’s arrival is down to one thing: the massive opportunity we see in European tech.

IQ-EQ names Deputy Managing Director for Switzerland

She is also a member of the IQ-EQ Switzerland board.

Executive Moves