Managers of Wealth

UBS wealth manager joins Rothschild & Co

Alonso Pastor joined the firm in June as a client executive in the Zurich wealth management division.

Zug family office rebrands and hires investment MD

GVO Asset Management has rebranded as GVO Advisory.

Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America

Senior hires bolster the firm’s Restructuring team in the United States.

LGT Wealth hires Evelyn duo and UBS director for new office

Dharmesh Parmar, Adam Parker and Fahim Amdani have joined LGT Wealth Management's Manchester arm, which was set up by three Evelyn alumni earlier this year.

RBC unveils executive leadership shuffle

The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

Jeremy Parlons to head DBS Private Bank's UK market wealth management

At DBS, Parlons will lead a new wealth management office, which will cater to ultra high networth clients looking to invest in Asia.

Raffles Family Office hires COO from RBC

Terence Chow was most recently CEO of wealth management in Asia at Royal Bank of Canada.

UBS: Ex-Credit Suisse Manager Appointed as New China Vice Chair

In other words, she will become the China vice chair of UBS’s securities venture.

Designated private banking boss will not join LLB

Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.

Lead PM exits Swiss small- and mid-cap funds as boutique reshuffles

Ronald Wildmann left Serafin Asset Management at the end of June.

Canaccord Genuity appoints Brewin investment director

Lorraine Armstrong joins as senior investment director

Important Offshore Banker Leaves Lombard Odier

Another manager, Philipp Haverkamp, is also leaving.

Deutsche Bank PB recruits from HSBC for SE Asia market head

Paul Handley joins from HSBC GPB, where he was covering the onshore and offshore desks for Thailand and Vietnam.

Barclays Private Bank Adds India Managing Director

He will be responsible for the management and distribution of all investment products and services across private banking and wealth management for India and global Indians.

Blackstone taps Citi veteran Tyler Dickson for a key role in credit business

Private equity firms have been lately moving towards the fast-growing business of credit.

UBS GWM philanthropy veteran joins HSBC GPB

The UBS GWM veteran spent over a decade as the philanthropy head for its Apac region, before taking on various roles within the bank.

Julius Baer appoints Patrick Prinz as new head of the Swiss market

In the Bank’s home market, he will be responsible for all local Swiss business teams in German- and French-speaking Switzerland as well as for the implementation of strategic market initiatives.

BUX Names New Chief Risk & Compliance Officer amid Acquisition

Nontya Mtshaulana will join the neobroker from ABN AMRO, its new owner.

Three-person advisor team joins UBS Private Wealth Management in Tampa, FL

These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.

Time Investments hires business development director

In his new role, he will coordinate and promote the firm’s suite of defensive open-ended funds across the UK marketplace, alongside Amy Rumsby, strategic account manager.

Executive Moves