Managers of Wealth

UBS: More Changes in Germany

The restless boss of UBS Europe spent past months in years structuring the Zurich-based bank's regions in Germany and shutting branches, in a bid to bolster profits.

HSBC PB plucks exec from J Safra Sarasin

He has extensive experience and expertise is in Asia

Wealth manager appoints private wealth head

Coloretti will be responsible for growing Aura's private wealth

International legal specialist to head Hawksford’s Asian private client growth

My broad experience working internationally for top tier law firms gives me a better, and more credible, understanding of the needs of sophisticated private clients

Vontobel poaches Oddo BHF bond portfolio manager

He joins from Oddo BHF Asset Management, where he spent seven years as an emerging markets portfolio manager and sat on the global investment committee.

Former Credit Suisse manager selection head joins consultancy

uchlin previously worked at Credit Suisse, where he launched Europe’s first Single Managed Account investment platform. Prior to that he worked at Lombard Odier for 15 years as head of open architecture.

Standard Bank’s former Head of Private Banking joins Nedbank

Nedbank is betting that the presence of a heavyweight like Du Plessis, will lure former business clients back

Director of Amundi Services appointed

El Gharib will report to Guillaume Lesage

Brewin Dolphin bolsters Edinburgh leadership team

The firm has also promoted Donald Brown from senior divisional director to head of private clients in Edinburgh.

Barclays hires from UBS as wealth boss retires

She was appointed CEO of Barclays Savings, Investments and Wealth Management business in March 2018.

Ex-Stonehage partner taps Tilney & Kleinwort to bolster boutique

Artorius, headquartered in Manchester with offices in London and Zurich, currently employs 31 people and has £750 million in assets under management.

Schroders strengthens China fixed income capability

Kun assumes the newly created role in July 2018 with over eleven years of industry experience.

Utmost Wealth head of sales quits

The Isle of Man Axa Wealth business was acquired by Life Company Consolidation Group (LCCG) in September 2016 and rebranded Utmost Wealth Solutions.

Lazard AM promotes Taylor to CEO as Bill Smith retires

Smith departs after 16 years with the firm

Julius Baer Names New Asia Finance Chief

In the three years as chief of staff, Cédric Heri has been a trusted partner for the entire executive team in the implementation of the bank's strategy

Vontobel Hires as German Rival Folds

Doris Lemke and Olaf Bauermeister, two of their former colleagues, will join them at Vontobel in October.

Lombard Odier PB hires new open architecture head

It is unclear whether the current head of open architecture Philippe Baumann remains in his position.

Ken Costa joins family office aimed at ultra-wealthy

Alvarium seeks to offer younger generation involvement in corporate finance deals

Raymond James Chooses New Leader of Private Client Group

Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.

Citi Private Bank Brazil directors exit to join local firm

Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces

Executive Moves