Managers of Wealth

Ocorian appoints new Guernsey Head of Private Client

He started his career in practice with KPMG, before spending 12 years in private banking with HSBC based in Guernsey, Jersey and Geneva.

Saltus appoints chief people officer

Kendall has more than 20 years’ experience in HR, starting her career at the University of Portsmouth and holding a number of senior roles, including head of HR at Candyking UK.

Fortus recruits for new wealth management arm

The new wealth management service line will be based out of the York office, with Marley working across all of the Yorkshire offices.

Vontobel private banking veteran joins Cité Gestion

Joëlle Company has spent over 27 years at Vontobel working as a client relationship officer in the private division.

Alice Read to lead Apex Group in Jersey

She previously held roles as Director of Corporate Services, Jersey and Managing Director, Dubai with Intertrust, with global experience working within Group Company Secretarial departments of FTSE 100 companies.

LGT Wealth Management appoints Head of Business Transformation to drive digital innovation

Elliott O’Brien, a Partner at LGT Wealth Management, has been appointed to this newly created position, which reports to Chief Executive Officer Ben Snee.

BNP Paribas Adds New Securities Services Role

He held other senior roles at the French bank in Europe and the US.

Jupiter Asset Management Appoints Head of Asia

She worked at the Monetary Authority of Singapore.

William Blair Adds Kiara Mitchinson to Continue European Investment Banking Growth

Throughout her career, she has engaged in all aspects of transactional advisory services, including mergers and acquisitions, divestments, IPOs, equity and debt capital markets, and strategic engagements with venture capital and private equity firms.

Wealthspire Advisors Names Channing Olson Head of Integration and Project Management

Olson managed operations and marketing for a corporate consulting firm focused on accountability and culture management training for Fortune 1000 organizations.

Female-Led Asset Manager Has a Prominent New Parter

She joins Annie Raccah and Yasmine Bouzourene in the leadership team, forming a trio of women in the top ranks, something which still stands out in a profession where men make up about 70 percent of the leadership.

Blackrock Appoints Head of Taiwan

«Appointing leaders who possess both global perspectives and local market expertise is critical to servicing our clients,» said APAC deputy head and Greater China head Susan Chan.

Zurich adviser hires ex-Vontobel exec to lead new Miami office

Christoph Hasenböhler, who spent more than two years with Vontobel, becomes CEO of Ameliora Wealth Management’s new office.

St. James's Place Singapore CEO Retires

Harvey will be replaced by Oliver Wickham who will then have a dual CEO role, in addition to his existing responsibilities as head of St. James’s Place in Hong Kong.

Credit Suisse private banker moves to Standard Chartered

Shahid Qazi is one of several private bankers to jump ship from the beleaguered Swiss lender recently.

Synpulse Backs Its Global Growth with the Election of 5 Partners, a 4th Managing Partner and the Opening of 3 New Offices

The expansion of the partnership will further support the company’s growth and provide strong leadership to 1200+ Synpulsians around the world.

Executive Moves