Who is moving where in wealth management?

The latest developments in wealth management in Europe and the United Kingdom.

Bank J Safra Sarasin
Bank J Safra Sarasin, the Swiss private banking group, has hired Dr Daniel Wild as Chief Sustainability Officer to further strengthen the sustainable investment proposition of its asset management.

Wild, who is currently Global Head of ESG Strategy at Credit Suisse, will join as Managing Director on March 1, 2022. He held various leadership roles at RobecoSAM between 2006 and 2019, including as Co-Managing Director of sustainable investment company. .

He graduated from the Swiss Federal Institute of Technology Zurich in 1997 with a doctorate in environmental engineering and a post-doctorate from Stanford University.

Based in Zurich, Wild will be responsible for all of the bank’s sustainability and ESG strategies. He replaces Jan Amrit Poser who will take on a new role outside of private banking, the company said.

“Daniel Wild will strengthen our thought leadership in sustainable investing and further strengthen our capacity in sustainability. With the onset of the pandemic, sustainable development issues have become at the forefront of everyone’s agenda and we are well positioned for the future, ”said Daniel Belfer, CEO and member of the group’s management board.

Based in Basel, the J Safra Group has a total outstanding of $ 300 billion and real estate assets in more than 200 leading commercial, residential, commercial and agricultural properties around the world, such as the 660 Madison Avenue office complex in New York and London’s iconic “Gherkin” building. . The bank has 34,000 employees worldwide.

TIGER 21, the peer group organization for high net worth wealth creators, strengthens its European presence by appointing Emily Dunbaras as general manager for the region.

Dunbar will oversee the development and strategic expansion of TIGER 21’s European presence beyond its existing groups in the United States and Switzerland. She will be based in London and will report to TIGER 21 COO, Greg Wells. The organization is based in the United States.

Prior to this role, Dunbar was part of the management team of the CFA Institute. Prior to joining the Institute in 2007 as Director of Social Relations for the EMEA region, she was responsible for fundraising for Addaction, a UK charity. Dunbar holds a BA (Hons) from University College London and is an alumnus of the General Management Program at Harvard Business School.

Founded in 1999, TIGER 21 has 74 groups of approximately 12 to 15 members, each meeting a full day each month in 34 cities in the United States, Canada, United Kingdom and Switzerland. Each Group functions as a personal board of directors for its constituent members. Membership is by invitation only.

Another such group, launched recently, is[| R360 “> R360, an invitation-only organization for ultra-HNW people in the US The founders of this group say they may wish to expand outside. the United States.