Managers of Wealth

New Leadership for UBS Global Financial Sponsors Team

The Global Financial Sponsors Team acts as a crucial bridge between over 1,000 asset managers on the UBS platform and UBS’s internal partners.

Swissquote Promotes 22-Year Veteran to New People Chief Post

Effective 2025, she will join the company's Executive Management team.

Mirabaud Group announces changes to senior leadership team

From 1 January 2025, Umberto Boccato will take over as CEO of Mirabaud Asset Management, replacing Lionel Aeschlimann, who will succeed Yves Mirabaud as senior managing partner.

Zug-based asset manager Tramondo strengthens its team with two experienced wealth management specialists

Both bring decades of extensive experience in wealth management and portfolio management.

RBC Bluebay appoints business development director

She also previously worked at Orbis Investments where she managed relationships with investment consultants and UK institutional clients.

Citi's global family office South Asia head leaves for Goldman Sachs

Jonathan Gan has joined Goldman Sachs as executive director, alternative capital markets group.

Ex-BNP WM Hong Kong Chief Resurfaces

Previously, he also worked at Standard Chartered, Royal Bank of Canada and Credit Suisse.

Two new trainees for Julius Baer

Throughout the programme, the pair will rotate through key departments, including Private Banking, Compliance, Intermediaries and Credit.

Wren Investment Office hires former Barclays banker for endowment push

Jo Robinson joins the multi-family office alongside three new analysts.

Simon Edelsten to make a comeback with Goshawk

He and Illingworth had run the Artemis Global Select Fund and Mid Wynd for a decade – for several years with Rosanna Burcheri, now at Fidelity.

Abrdn reappoints Steve Logan as European high yield head

Logan spent four years at PGIM after leaving Abrdn in 2020

Edmond de Rothschild Asset Management appoints Melinda Käsdorf as Head of Marketing Private Markets

Edmond de Rothschild AM announces the appointment of Melinda Käsdorf as Head of Marketing Private Markets, effective October 23, 2024.

Edmond de Rothschild recruits high yield PM from La Française

The Swiss asset manager has appointed Victoire Dubrujeaud as high yield portfolio manager within its fixed income team.

Thomas Heinzl steps down from Vontobel AM board of directors

Heinzl joined the company in 2020 from UBS, where his roles included chair of the Swiss asset management unit.

Capgemini announces leadership appointments

The whole Capgemini team is looking forward to supporting Olivier in his next chapter.

Brown Shipley appoints Robbie Hewitt as Wealth Planner in Edinburgh

He joins Brown Shipley from JKFS, the wealth management and corporate solutions provider. Earlier, Hewitt was a Mortgage Advisor at the Royal Bank of Scotland.

ZEDRA strengthens global leadership of Pensions & Incentives team

This key appointment comes amid continued growth for the business with an expanding, collaborative team of experts across multiple disciplines and locations.

Lombard Odier's Apac family services head resurfaces

Lee Wong has joined Pacific Eagle Group as general manager, wealth planning.

Savvy Advisors Continues Expansion With Additions of Wealth Managers Craig Austad and Eric Passin

Combining deep industry knowledge with Savvy’s innovative technology, new recruits are poised to increase efficiency and deliver enhanced client solutions

Daniel Liedtke nominated as new Chairman of the Board of Directors of Helsana

The designated new President of the Helsana Group, Daniel Liedtke, is currently Chairman of the Board of Directors and CEO of the Hirslanden Group.

Executive Moves