Managers of Wealth

Bellevue AM appoints new Switzerland sales head

Tiziani joined Bellevue Asset Management in 2015 as senior sales manager.

Stonehage Fleming appoints business development officer

With ten years’ wealth planning and financial service experience, Gauthier joins Stonehage Fleming from Geneva Management Group where she was Vice President of Business Development.

IW&I adds financial planning director in Exeter

In his role at IW&I, Richard will provide independent and specialist advice to private individuals and companies regarding retirement, tax efficient investment and succession planning.

Refinitiv appoints new global head of wealth management

We welcome Joseph Mrak to Refinitiv.

Hawksmoor boosts board

The appointment will further strengthen Hawksmoor’s leadership and governance as we enter the next phase of our exciting development.

Former UBP Banker Michel Longhini Finds New Role at Rival

His new role will involve overseeing all of the group's private banking business, including Switzerland, Belgium, France, Israel, Italy, Luxembourg, Monaco, Portugal, Spain, and the U.K.

Indosuez WM poaches advisory head from UBS

“The investment appetite among HNW individuals in Asia has been growing substantially.

SANNE announce senior appointment of Mergers and Acquisitions Director

He brings extensive experience gained within investment banking and mid-market advisory firms within the financial services sector.

Raiffeisen Switzerland appoints new services head

He will start on his new role on 1 July 2019

Quilvest hires new private banking head from Julius Baer

She will be in charge of the firm’s $7.9 billion wealth management unit for Switzerland and Latin America

PraxisIFM names new Group CEO

He has also served as Non-Executive Director for Energy Project Finance, Paris-based electric vehicles specialist Fullcharger and Rotterdam-based software firm Essentium.

Quilter Cheviot adds to investment management team

Earlier this year Quilter Cheviot hired Lawrence Cotton, James Hughes and Andrew Jones to its London office.

UBP private banking CEO to exit

His departure will take effect in the coming days.

Former Barclays EMEA PB head to lead Mediobanca subsidiary

Grosoli replaces the former CEO of CMB, Werner Peyer, who continues to work at the bank as a non-executive vice president.

Advisor Team David Zoll and Sarah Pifer Join Treasury Partners at HighTower, Adding $400 Million in Client Assets to Growing Practice

Treasury Partners is a regular recipient of industry accolades.

Executive Moves