Managers of Wealth

Mirabaud’s 'next-gen’ managing partner makes surprise exit

He will formally leave on 29 February, with personal reasons cited as the reason.

Julius Baer replaces regional head amid top exit

The private bank has appointed Felipe Perez to take over Nogueira’s role as chief executive of its Uruguay-based international advisory business.

Brown Shipley hires Michelle Coulson as Client Director in London

Michelle joins Brown Shipley from Coutts where she was a Director, Wealth Manager, focused on advising high net worth clients shape their financial plans in order to meet their long term objectives.

Andrew Jackson of Hermes IM to join Funds to Watch Geneva 2020

In this role, Jackson was responsible for the development of the asset management business, which included designing new products and managing the investment teams, including strategy, portfolio management and research.

SJP unveils two female non-exec appointments

Follows hot on the heels of Helena Morrissey’s appointment to the board

Raft of 2020 hires at EFG Private Bank for NRI push

Three of the four new customer relationship officers join from Standard Chartered

BLKB climber receives the blessing from above

Häfelfinger took over directly as CEO and followed his former colleague in charge of legal and compliance.

Mercer Canada appoints new leader for private wealth

James Virgo will be based in Mercer’s Toronto office

Digital Wealth Manager Hires from Deutsche Bank

Mishra's appointment comes just two weeks after Kristal announced a $6 million raise led by Indian venture capital firm Chiratae Ventures, which it said would be used to fund its expansion across Asia Pacific.

UBP Asian equities CIO re-joins Robeco as thematic PM

Robeco and RobecoSAM’s trends and thematic team oversees over CHF 11.7bn in assets under management and employs more than 20 investment professionals based in Zurich and Rotterdam.

WM hires investment manager for London branch

Bellecapital opened its first UK office in 2016, through the acquisition of Williams de Broë Private Investment Management.

IQ-EQ Welcomes New Client Services Director in Jersey

Simon is both technically strong and attuned to clients’ needs, both of which make him immensely suited to his new role with IQ-EQ.

Broadridge appoints new President

Mr. Perry currently leads Broadridge's Global Sales, Marketing and Client Solutions organization.

Two key hires join private bank Hampden & Co from Handelsbanken

Former RBS bankers Ian Gibson and Clare Ansell appointed as directors at Edinburgh-based firm

Appleby Announce High Profile Appointments

Malcolm Moller has been appointed as the new Group Managing Partner.

Profile assigns Chief Business Officer for MEA, APAC, UK, Ireland and Americas

The assignment aims at improving the existing momentum the company has with the implementation of its platforms in selective financial organisations in the mentioned regions.

Credit Suisse announces changes to board of directors

In addition to his chairman role at TSB, Meddings currently serves as a non-executive director and chair of the Audit Committee of HM Treasury in the UK.

Wells Fargo Lays off Wholesalers in Asset Management Arm

The decision to restructure the wealth client group represents a first step in this effort.

Dealer group restructures leadership

The head of compliance - policy and regulatory position is yet to be filled.

Charter Hall appoints new fund manager

The firm said that the creation of the fund manager role was a reflection of the strong growth of its Charter Hall Direct’s business.

Executive Moves