Managers of Wealth

Indosuez Wealth Management appoints Global Head of Real Estate

Based in Paris, she reports to Pierre Masclet, Deputy Chief Executive Officer of Indosuez Wealth Management.

BNY Mellon Wealth Management Names Senior Client Strategist in Boston

Rob works with ultra-high-net-worth families, business owners, corporate executives

BNP Paribas Securities Services Names Southeast Asia Head

Luc Renard has been named head of Southeast Asia at BNP Paribas Securities Services, according to a statement, effective immediately.

UK charity tax relief receipts remain broadly steady but warning over future donations given cost of living crisis

This is an important indicator that charities are benefitting from UK donors and can continue to do good work in communities around the world as a result.

Merrill Private Wealth Lassoes Citi Private Banker Managing $300M in Dallas

The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.

CHF 15bn Zurich IAM appoints chairman

He is a specialist in fixed income and foreign exchange.

Decalia appoints private markets specialist as partner

He will take the place of Isabella Pedrazzini on the management committee.

Ex Standard Life Head of Region Joins Wealth Management Firm Chase Buchanan as Head of Global Sales

The Private Wealth Management firm Chase Buchanan has recently appointed ex Standard Life, Paul Lanigan as Head of Global Sales, reporting to Group CEO Lee Eldridge.

EFG International announces nomination of new Chair of the Board of Directors

The Board wishes to thank Peter Fanconi for his great success in substantially accelerating the bank’s growth momentum and executing the bank’s strategic plans.

Deutsche Bank bolsters sustainability activities – Jörg Eigendorf appointed new Chief Sustainability Officer

Jörg Eigendorf has been a leading figure for some years now in driving our bank’s sustainability strategy.

Robeco appoints Portfolio Manager in the Sustainable Multi Asset Solutions team

She will report to Colin Graham, Head of Multi Asset Strategies and Co-Head of Sustainable Multi Asset Solutions and will be based in London.

Christian Steinmann to join BCV as head of the Private Banking Division

He will replace Gérard Haeberli, who has held the position since 2009 and will retire on 31 December after a two-month transition period.

Change of leadership in the Region Suisse Romande

Steve Fragnière, Head of Swiss Large Corporates in the region, will take over as Head of Region Suisse Romande at Credit Suisse from Christian Steinmann with effect from August 1, 2022.

Canaccord appoints new UK head of equity fund research

He will take on the role of head of equity fund research after being promoted from his role as investment analyst at CGWM UK.

IQ-EQ Guernsey appoints two new Private Wealth directors

She holds a Master's degree in Corporate Governance and is an Associate of the Chartered Governance Institute.

Two gatekeepers leave RBC's manager research team

Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.

Julius Baer Nets Ex-HSBC Investment Banker

Mitra has 15 years of experience handling institutional clients, most recently at HSBC Global Markets where he was the ASEAN co-head of institutional & wealth sales.

NewEdge Wealth Expands Business Development Team in Response to Advisor Demand

Industry veteran Jason Catlender will help firm recruit ultra high net worth advisors

Fidelity appoints APAC head of equities

In the new role, Dropkin is charged with driving best-in-class investment performance in Asia Pacific, Fidelity said.

Former Citi PB market manager named alts firm CEO

Prior to moving to Vila Rica, Chicayban was Citi Private Bank’s global market manager for the New York area where he oversaw a team of around 60 advisors.

Executive Moves