Managers of Wealth

Franklin Templeton creates alts team for EMEA wealth push

The appointments have been made to leverage a $255bn alts business unit.

Barclays Private Bank Singapore Appoints Ren Yi Sng as Senior Private Banker

Ren Yi Sng joins Barclays after a 19-year career at JP Morgan Investment Bank.

Bank of Singapore creates new Chief Portfolio Strategist role to drive asset allocation strategy

This newly created role will lead the charge in developing a systematic, robust and risk-based multi-asset allocation framework that will guide clients as they build long-term investment portfolios.

UBS Hires Financial Advisor Mariam Adams

She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.

Ajman Bank hires new wealth management head

The bank has hired from Banque Richelieu for its new wealth head.

Vontobel strengthens distribution team in Switzerland

Prior to that, he spent nearly 10 years at Legg Mason Global Asset Management, where he was Country Head Switzerland and Head of Northern Europe.

Top 50 IAM hires Thomas Wille as CIO exits for Swiss Re

Tatjana Puhan has left Copernicus Wealth Management to become head of asset allocation at Swiss Re.

Secondaries manager opens Swiss branch under ex-UBS wealth expert

Boris Maeder joins the secondaries specialist as head of international private wealth distribution and will run its new office in Zurich.

Zurich sends the next manager for the CEO position at Orion

She has one thing in common with her predecessor: she also comes from Zurich Switzerland.

New Key Client Team at the BEKB location in Gstaad

With their extensive and long-standing experience, they will further develop BEKB's private banking offering.

Kurt Fuchs announces resignation at the end of May 2025

He had already announced this when he took over the CEO position from Hansruedi Köng in March.

Tyndall appoints new investment director

More recently, he has held investment-director positions at Brewin Dolphin and EFG Harris Allday.

Two managers exit as Jupiter closes global convertible bond fund

Makeem Asif and Lee Manzi leave Jupiter, the latter departing after 14 years, as the firm flags a lack of demand for the asset class.

RBC Wealth Management adds $855M team in New Jersey

The team, led by Michael Taggart, will join RBC’s Florham Park office.

Lalique Group intends to delist from SIX

Silvio Denz has presented public shareholders with a tender offer of CHF 40 per Lalique Group share.

Saxo Appoints Andrew Bresler as CEO of Saxo Markets UK Ltd

Most recently, Andrew served in a range of leadership roles at InvestCloud, helping drive regional growth and overseeing daily operations from Singapore across APAC.

Revealed: Investec W&I hires trio for Glasgow as DFM head exits

David Kerr is leaving Investec W&I after nearly a decade, but former Abrdn, Evelyn and Morgan Stanley employees are joining the firm’s Glasgow base.

Northern Trus Names Chandra Dhandapani To Board Of Directors

She brings a deep range of technology, management and financial industry experience to Northern Trust

Citi Names Thailand Markets Head

Previous to that, he headed the fixed income, commodities, and sales team in Thailand for Bank of America.

Jennifer Garbowicz joins BNY Mellon Wealth Management as market president for West Florida

In this role, she will be responsible for implementing investment and wealth management services for clients in Tampa, Naples and Winter Park, including individuals, families, business owners and family offices.

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