Managers of Wealth

ValidPath strenghtens compliance team with three strategic appointments

These new appointments see the team grow to 11 members and further appointments will be made in due course.

Julius Baer Thai JV’s CEO resigns after five months

The recently appointed CEO of SCB-Julius Baer has quit, prompting a further management reshuffle at the Swiss bank’s joint venture with Siam Commercial Bank.

Nikko AM hires Stephanie Chan as Asia intermediary head

The private banking and asset management veteran has left Nomura International, where she spent the last eight years, and joined the $240bn Japanese firm.

Asset Management Veteran Unexpectedly Exits Natixis

The reason: Paul will be leaving the company in the coming months, as confirmed by Natixis Investment Managers in response to finews.com’s inquiry.

Robeco hires portfolio manager and senior analysts to bolster credit team

More junior analysts to join the firm ‘over the coming months’

Petiole Appoints Managing Director, Digital Solutions

Before joining Petiole Asset Management, Mathias Niederhauser held the position of Director of Marketing and Acquisition at The Family Office Co. in Bahrain

Cunnane Joins Fiduciary Trust of New England

Cunnane will advise Fiduciary Trust of New England on all legal matters related to fiduciary laws and trust administration.

Top 100 star joins Parmenion months after Coutts move

James Clark joins Parmenion as fund research manager after a short spell at Coutts.

Brooks Macdonald CEO Andrea Montague begins role

She told Money Marketing in May that Brooks Macdonald has an ambitious plan to become a top five wealth manager in the UK through both organic and inorganic growth.

UBS Global Wealth Management Restructures Thailand Division After Market Head Departure

UBS Global Wealth Management has restructured its Thailand market coverage following the exit of its market head, as noted in an internal memo obtained by Citywire Asia.

Wealth Management Bank Lobby Appoints New CEO

Gentinetta will now focus on his role at Julius Baer.

Charlotte Aspinall joins Charles Stanley as Senior Investment Manager

In her new role, Charlotte will be responsible for managing bespoke investment solutions for high-net-worth clients.

UBS Appoints Key Positions in GWM Solutions

With this initiative, Rob Karofsky and Iqbal Khan aim to enhance the service offerings and improve efficiency.

LPL hires T. Rowe vet to lead investment management solutions

Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.

Bastian Barthelmann Joins GenTwo as Chief Operating Officer (COO)

Bastian brings over 15 years of experience in strategy and management consulting at Accenture

Atlantia Wealth Management Strengthens Its Commercial Team In Switzerland

The hiring of Carmen reaffirms the independent advisory firm's commitment to growth, both in Spain and Latin America

EFG Snatches Up Client Advisors from Banque Havilland

«A big welcome to our new team,» Wehrlich stated in his post, highlighting their collective experience and expressing enthusiasm for their future contributions.

Former Swiss small and mid-cap fund manager resurfaces at Moody’s

Ronald Wildmann is now developing Moody’s domestic and foreign capital markets strategy.

‘Huge demand’ driving recruitment as Timeline hires Brooks veteran

Carol Lewis joins the expanding MPS provider after 15 years at Brooks Macdonald.

Killik & Co fortifies family business with managing partner hires

By hiring managing partners, Killik & Co reinforces the family firm.

Executive Moves