Managers of Wealth

Tom Ruggie on wealth management and innovation

Tom Ruggie shares insights on leadership, strategy, and mentoring in wealth management.

Principal Asset Management℠ Appoints Matthew Peron as Deputy CIO of Equities

In addition, he will play a key role in shaping the overall strategy for the equities platform globally at Principal, ensuring alignment with long-term client objectives and enhancing risk-adjusted returns.

GAM outsources EM debt offerings as McNamara retires

Paul McNamara announces his retirement after 28 years in asset management

Morningstar appoints Ninety One EMD manager to multi-asset research team

Michael Diamantopoulos spent two decades at Ninety One before exiting last year

DWS Appoints Singapore Country Officer

She will retain her existing roles as APAC client coverage chief operating officer and APAC head of business development.

The Hero Group announces a change in leadership

Herbert Scheidt, previously Vice Chairman of the Board of Directors, has been appointed as the new Chairman.

PGIM Fixed Income Hires Oliver Nisenson as Head of Asset-Based Finance

Nisenson to lead continued growth of firm’s private asset-based finance platform

Rothschild & Co Swiss AM head joins distribution specialist

Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.

Ex-Amundi Switzerland CEO joins Zurich advisory firm as partner

Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.

Barclays Continues Strategic Investment in Financial Sponsors Group

Jason Short rejoins the bank to lead financial sponsor client coverage on the West Coast

Oak Group celebrates 12 promotions across its global offices

These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.

Zurich multi-family office appoints two new CIOs

Voser is the new CIO private market and alternative markets, while Bloch serves as CIO public markets.

Marcuard Heritage hires former Credit Suisse HR specialist

The election of a new Board member underscores this ambition.

UBS GWM names investment management head in reshuffle

Bruno Marxer is to retire after more than 35 years in the industry.

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

The appointment is effective from 1 April 2025.

Former Schroders head of UK to join SJP as CEO of wealth management

The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).

Nina Flückiger becomes the new Zurich site manager and member of the management team of the Markstein Group.

She brings a beneficial combination of technical understanding and business expertise to the real estate industry.

BNP Paribas AM Adds Private Asset Executive

Previously, he also worked at Blackstone, Goldman Sachs and Credit Suisse.

Private bank Cité Gestion appoints four partners

All of the newly-promoted partners are experienced private bankers.

FINMA Executive Board: Birgit Rutishauser to leave FINMA

FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.

Executive Moves