Managers of Wealth

Associate director joins HIGHVERN

In her new role, Ms Grant will be responsible for the day-to-day operations for corporate and private clients, driving the development of specialised services and maintaining client relationships.

Graubünden Native to Spearhead Neue Bank's Ambitions

In his new role, Pfranger can rely on a well-established and experienced team.

CIO of SocGen’s Swiss private bank resigns

Frédéric-Charles Bois has worked at Société Générale Private Banking Switzerland since 2016.

Rahwa Teklai joins Key Private Bank

She will lead high-performing teams in both markets responsible for identifying and prioritizing the financial needs of high-net worth clients and leveraging the full complement of KeyBank’s financial capabilities to provide solutions to attain thei

Industry Veteran and Respected Leader Dougal Williams Named CEO of Vista Capital Partners

Williams has served in various roles with Vista since 2004, most recently as chief wealth officer and lead advisor.

Ocorian appoints Head of Funds US

He will be based in Ocorian’s New York office.

Ocorian appoints new Guernsey Private Client Director

He will work with Ocorian’s Business Development colleagues by sourcing and introducing exciting new intermediary contacts with a focus on the Middle East.

One Four Nine Group Appoints Regional Director

His expertise is instrumental in strengthening our support for financial planners, ensuring they have the resources and guidance needed to deliver the highest level of service to our clients.

BlackRock rejigs private credit unit amid senior exits

The changes include the creation on a global direct lending division and the exit of the asset manager's global private debt head.

Former J Safra Sarasin banker joins Neuberger Berman

After two-years with the private bank, the relationship manager is switching to the asset management industry.

Barclays appoints Rob Patterson as Head of Data & Information Platforms Coverage within Technology Investment Banking

With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise

Barclays appoints Abhishek Singhal as a Managing Director within Technology Investment Banking

Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise

Fisch Asset Management strengthens team with hire of additional convertible bond portfolio manager

Before joining Fisch, Jessen worked at Flossbach von Storch in Cologne from 2017

Evelyn Partners strengthens Debt & Capital Advisory business with new Partner, Fenton Burgin

Fenton has originated and led significant Board level client relationships

Apex Group appoints new professional trustee

Before joining Apex Group, Bill held prominent roles as a professional trustee at Law Debenture

Bank of America names co-leaders for initiative linking investment bank, wealth units

The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units

Patricia López Molina joins GAM Madrid to lead and strengthen distribution across Iberia

Patricia is an experienced business development professional with over 20 years of working in the asset management industry.

GAM’s systematic chief to exit after 18 months in the role

Swiss fund house undergoes yet more turnover as quant efforts receive rethink.

Philipp Good joins Helvetica’s Board of Directors, adding to its expertise in the field of sustainable real estate investment

Philipp Good has extensive expertise in the fields of asset management and sustainability.

Investec wealth veteran exits to join Oberon Investments

Thompson spent 18 years at Investec, latterly as a senior investment manager, and was running £180mn of client money at the time of his departure.

Executive Moves