Wealth management’s top 40 rising stars under 40

Financial News (formerly Wealth Bulletin) has just published a list of wealth management’s top 40 rising stars under 40 years old. Taken from the third annual Rising Stars in European Wealth Management Survey, Financial News’s pick of the top 40 wealth managers under the age of 40, ‘shows what a dramatic upheaval the industry underwent in 2009′.

Only a few on last year’s list continued their ascent. There are 35 new names, reflecting the changes wrought by the recession on an industry that many consider lethargic.

The top 5 are:

Nathalie Dauriac-Stoebe, Managing director, Signia Wealth, London

Dauriac-Stoebe has achieved a hat-trick of rising star nominations, appearing in all annual lists since 2008. She scores highly again this year for setting up her own firm – a boutique multi-family office called Signia Wealth. Her backers include private equity veteran Jon Moulton and property tycoon Stephen Vernon. Signia has secured more than £1bn (€1.2bn) of assets under management.

Lorenzo Gazzoletti, Chief executive, Banque Postale Gestion Privée, Paris

Gazzoletti’s entry this year makes it a hat-trick for one of the youngest chief executives of a wealth management group. In France, Gazzoletti, 37, has added more than 40 staff since the joint-venture private bank – between Banque Postale and Oddo et Cie – was launched in 2008.

Marc Pictet, Partner, Pictet & Cie, Geneva

Marc Pictet was recalled from heading the Luxembourg business of Pictet to take up a senior management role in one of Switzerland’s most revered private banks, whose name he bears. As from the beginning of next year, Pictet, 37, will become one of the seven unlimited liability partners at the bank, earmarking him for the senior managing partner at Pictet in the future. Although that might be some way off, by tradition, the second longest-serving partner at Pictet takes over as senior managing partner.

Yves Robert-Charrue, Head of investment solutions, Julius Baer, Zurich

Robert-Charrue, 36, is considered by his colleagues and those connected to private banking in Switzerland as one of the country’s most talented wealth managers.
Joining Julius Bear from Credit Suisse, Robert-Charrue took over from Boris Collardi, now the chief executive of Julius Baer, as head of the investment solutions group early this year. In the past year he has also been appointed to the executive board of the Zurich-based bank.

Nick White, Head of alternative investments, JP Morgan Private Bank, London

White, 34, manages a global group that oversees more than $37bn (€30bn) of assets. At the age of only 26, he became a vice-president at the private bank, the youngest at the time at the bank in Europe. He is credited with turning the bank’s alternative investments arm from an opaque part of the business into one of the most important asset classes in many clients’ portfolios at the bank.

To see the entire list I’m afraid you’re going to have to register with Financial News. Bit of a pain as Wealth Bulletin used to be free, but FN offer a free 3 month trial if you were a Wealth Bulletin subscriber before. Simply click on the link in the email you would’ve received and fill in your details (although you will need to use a work email address but you don’t need a credit card).

I’m not usre if the 3 month free trial is avilable for non-Wealth Bulletin subscribers, but you can try to register here, then get the full list here.

Categories: High Net Worth Individuals Resources

Resource Type: Blog

Posted by Beccy Murrell

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