Managers of Wealth

Asset manager hires ex-Credit Suisse MD to co-head product

Cora Gibbons Moore has joined Royal London Asset Management as co-head of product. Her role will see her focus on international and private assets.

Schroders appoints Executive Vice Chair, new Global Head of Client Group and Head of Client Group Asia

Karine Szenberg will be appointed Executive Vice Chair, whilst Matt Oomen joins Schroders as Global Head of Client Group.

Ex-Swiss executive takes top multi-family office post at SocGen

Valérie Bokobza, who returned to Paris last year after a stint in Société Générale’s since-sold Swiss private banking division, has been appointed to the new role.

BRI Wealth Management appoints Toni Meadows as Head of Investments

Mr. Meadows will also join the management board, helping to oversee day-to-day operations and helping to drive the firm’s ambitious growth strategy.

DBS to add 100 wealth bankers in Hong Kong as clients trade more

DBS is also looking to add another wealth management hub in the city next year to offer products including insurance and financial planning services, he said.

UBS names new UK HNW head as veteran steps down

Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.

Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer

Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.

Fairway appoints Nathan Petty as Client Director

Fairway Group has appointed Nathan Petty as Client Director.

Special situations firm hires boutique's ex-CEO

Oliver Banz has joined AS Equity Partners to lead portfolio operations.

Stephan Hässig becomes new Head of Corporate Customers at Migros Bank

He succeeds Olivier Häner, who held this position on an interim basis.

Henry Mercer Named Chief Investment Officer at Withum Wealth Management

In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.

Mellany Bagtas joins UBS as a Financial Advisor in New York City

She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.

Bénédicte Chrétien appointed CEO of CFM Indosuez Wealth Management

Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco

Clément Chenneveau Joins Altium Wealth Architecture to Enhance Strategic Advisory Services for UHNW Families and Entrepreneurs in Quebec

This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors.

Executive Moves