Managers of Wealth

Zurich banker association elects UBS stalwart as president

Patrick Müller becomes president of the Zürcher Bankenverband, which represents more than 70,000 staff at banks and insurance companies in the Zurich economic area.

ESG Integrated Disclosure Project (“IDP”) Announces New Leadership Team and Updated Reporting Template

Effective January 1, 2025, the ESG IDP has expanded its executive leadership team from two to four members.

Quilter advice network welcomes five new firms

Quilter Financial Planning has announced that it has welcomed five new appointed representative firms to its advice network.

Banque Heritage further expands its Private Banking teams

These recruitments are in line with the Bank's growth strategy and will support the increase in assets under management.

Deutsche Bank Reshuffles Operations Team

In the expanded role, she has various responsibilities including heading «change-the-bank» initiatives across the whole APAC wealth management platform.

Nordea Asset Management boosts distribution team with dual hire

Most recently, Elks spent two years leading global business development at Royal London Asset Management.

Deutsche Bank appoints Leo Yin as president of China

Yin is also head of global corporate coverage for China, and is based in Beijing.

Rathbones appoints two new Investment Directors

Rob Broughton joins with a wealth of experience.

Raymond James firms up CEO succession plans for 2025

The firm said in May that current leader Paul Reilly would be stepping down.

Evelyn Partners names former Close Brothers man as head of intermediaries

He joins with close to 40-years of experience in the wealth management industry

Zurich crypto boutique recruits Abrdn executives in restructuring

Crypto asset manager 21.co hires three senior staff from Abrdn for its new-look setup.

Pictet WM names Tina Yu global head of fixed income

The Swiss private bank has promoted its head of Asia discretionary portfolio management to the global role.

GAM appoints UK distribution growth lead from Amundi

Steven Williams brings over a decade of experience to the role

Bank appoints senior relationship manager for East of England

He will be based in Essex but cover other areas such as Suffolk and Hertfordshire.

Indosuez Wealth Management appoints Laurent Proutière as Chief Executive Officer Asia and Singapore Branch Manager

Based in Singapore, Laurent will drive the firm’s strategic growth and development strategy across Asia, further reinforcing the bank’s presence in the region.

London listed wealth management to cut 500 jobs

The London listed company are looking cut around one-sixth of their 3,200 corporate workers as part of a £200 million savings drive.

Oak Group expands private client team with new Director

This collaborative approach is intended to bolster Oak Group’s position as a leading provider of fiduciary and administrative services.

Michael Spencer becomes chair of Nutshell Asset Management and ups stake in business

Spencer has backed Nutshell since its launch in 2019

Mirova groups its real assets expertise on an integrated platform and appoints Raphaël Lance as its Head

This combination marks a major step forward in line with the company's ambition to become a leader in the impact private assets sector.

Sascha Steinmann joins the management of Marcuard Heritage AG

Sascha Steinmann will take on this vital role as of December 1, 2024.

Executive Moves