Managers of Wealth

Hoxton Wealth adds Dewi Evans to Dubai-based adviser team

He has more than seven years of experience in financial planning

Moshe Bajnon Joins Nuveen Private Capital to Lead Global Private Wealth Platform

Bajnon brings over two decades of experience and extensive relationships across the wealth channel

Temenos appoints Barb Morgan as Chief Product and Technology Officer

Her appointment is effective immediately.

Ex-UBS boss Hamers joins AI wealth management startup Arta Finance

Hamers, who left UBS last year, has also acquired a stake in Arta, joining a host of early stage investors, including former Google chief Eric Schmidt.

Titan hires PwC risk director as Tavistock row rumbles on

Matt Hodey has joined as a senior risk advisor on an interim basis.

Ex-LOIM thematic fund manager joins Novo Holdings as partner-at-large

Meret Gaugler joined the Novo Holdings growth investments team in August.

Audax Private Debt Hires John Wierzba to Lead Wealth Effort

Wierzba will be a member of Audax Private Debt’s Investor Relations team and play an integral role in building out the firm’s presence in the wealth channel.

Allfunds names Patrick Mattar as Global Head of ETP distribution

Patrick brings extensive experience to the role, having held senior leadership positions at leading organisations in the financial services industry.

Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience

Iress rejigs leadership team

The financial software and data firm has promoted Harry Mitchell to deputy chief executive, effective immediately.

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

Recognizing the opportunity to expand in the UHNW space, Michael’s new role reflects Nicola Wealth’s commitment to this market segment.

Former ZKB AM Swiss equity chief moves to Zurich boutique

Urs Beck joined Arfina Capital in Zurich this September.

Zurich investment boutique gets new sales manager

Martin Künzler was appointed Chief Sales Switzerland and member of the management team of Arete Ethik Invest .

J.P. Morgan Asset Management Hires Justin Heller to Join Net Lease Strategy for Real Estate Americas

Evelyn Partners bolsters Northern tax team with senior Leeds-based appointment

Based in Evelyn’s Leeds office, Vanessa will also work with tax teams in Evelyn Partners’ Harrogate, Manchester and Newcastle offices on all aspects of private client tax and succession issues.

Northern Trust hires Gottesman, Urick to bolster wealth management sales

New strategic hires announced for wealth management team.

Marc Brodard joins as Chief Client Officer

Marc brings to Bonhôte a wealth of experience in domestic client management and a strategic vision honed over the course of an eventful global career.

Franklin Templeton: New Sales Manager for the Swiss business

Before joining Franklin Templeton, Tobler spent over six years in sales at Morgan Stanley in Zurich

Savant reorganizes exec team, promotes new wealth head

Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.

BNP Paribas WM Nets Former CS Managing Director

Prior to that, he also held managerial positions at EFG Bank.

Executive Moves