Managers of Wealth

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.

Eliseo Graziani named deputy CEO of Edmond de Rothschild (Europe)

In his new role, he will support the company’s “growth agenda” in Luxembourg, Belgium, Spain, Portugal and Italy.

Bank of Singapore Expands Operations Team

Prior to his latest role, he was the global head of financing technology and head of APAC wealth technology at Credit Suisse.

Anna Sauvarin joins Oak Group as Chief People Officer

With more than 20 years’ experience in human resources and commercial roles

Finra board chair Noll takes the lead as CEO of digital wealth firm

Industry veteran says digital transformation is firm's big opportunity.

Easterly Asset Management Appoints Tom Aitken and Peter Mastropietro as Senior Vice Presidents of Private Market Sales

Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions

Barclays continues to invest in the UK appointing senior industry leader as Head of Private Bank and Wealth Management UK

Bringing together these businesses under a single leader will enable a full spectrum of services to be provided to clients in the UK

Executive Moves