Managers of Wealth

Mirabaud hires RBC Wealth bespoke specialist for UK push

David Smith joins as director relationship manager to support the Swiss firm's UK wealth expansion.

Angeles Wealth Management Appoints Cameron Rogers as Partner

Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer

Julius Baer Guernsey enhances team with two promotions

Claus Trabold takes on a new challenge as an Executive Director at Julius Baer, while remaining a trusted Relationship Manager in the bank’s intermediaries team.

Hong Leong Bank taps Citi for new wealth COO

The bank has recruited a new head of operations and transformation.

Regions Wealth Management Names Paige Daniel Head of Highland Associates

Daniel brings nearly 30 years of investment experience to build on Highland Associates’ growth helping clients navigate all economic cycles to meet their investment needs.

Senior appointments as Titan Wealth brand launches in the Channel Islands

The rebrand coincides with the promotion of two Titan Wealth (CI) Limited directors

UBS Private Wealth Management Appoints Banker Lin Reynolds as Senior VP in New York

Reynolds worked as a banker for nearly 9 years at J.P. Morgan Private Bank in New York, holding the position of Executive Director

Geneva foundation adds EFG chief to board

The Geneva Financial Center represents the companies that operate in the financial sector across Lake Geneva.

HSBC Global Private Banking Announces New Desk Head for Australia, Japan, and International

Based in Singapore, Kapil will lead the growth and client coverage strategy for these key markets, reporting to Abhishek Mehrotra, Market Head, Southeast Asia International.

StanChart Appoints Asia Philanthropy Head

Scott Chang joins Standard Chartered as head of philanthropy, Asia, wealth planning & advisory

Crux founder Richard Pease joins Rockwood Asset Management

Pease founded the European equities team and launched and managed the top performing flagship funds for both Jupiter Asset Management in the 1990s and New Star Asset Management in the 2000s.

UBS names head of Manchester & North West

Bradley Russell, with more than two decades of wealth management experience, joins firm advising high-net-worth individuals & entrepreneurs

Schroders’ Jamie Fowler becomes head of UK wealth

Has been at Schroders since 2002

Apex Group appoints new Global Head of Fintech

Apex Group hires for newly created ‘Global Head of Fintech’ role, strengthening its fintech strategy and enhancing its digital capabilities.

Oak strengthens governance services offering with key appointment in Guernsey

Her distinguished career and in-depth knowledge of regulatory frameworks and board advisory make her a valuable asset as Oak continues to expand its governance offering.

Ex-UBS manager becomes CEO of SP Hinduja Banque Privée

Fabrice D’Erm previously worked at an independent asset manager and had a two-decade tenure at UBS.

HSBC Names Desk Head for International Clients

We are confident that Kapil’s leadership will further reinforce our position as a leading global private bank

ZKB acquires pharmaceutical specialists

“Our customers in Switzerland and Europe will benefit from his expertise,” says Omar Brem , Head of Research at ZKB.

Mirabaud AM promotes bond chief to CIO

Andrew Lake steps into the role after 12 years with the Swiss firm.

UBS Team Managing $500 Million Defects for RBC in New York

The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS.

Executive Moves