Managers of Wealth

Team Plc welcomes three new partners to NEBA Private Clients

The three appointments mark a significant milestone for NEBA Private Clients, as partners’ global expertise is integrated and the offering of financial solutions to clients is enhanced, tailored to their individual needs and aspirations.

Deutsche Bank PB’s new UHNW head relocates to Singapore

Bank’s restructure of its Asia team sees veteran banker move from London office to take up new role.

Coutts’ asset management head Mohammad Kamal Syed resigns

Bank executive became interim chief in wake of Nigel Farage ‘debanking’ scandal

SJP appoints head of responsible investment from Aviva

Ford reports to Joe Wiggins, director of investment research at SJP.

Equiom enhances Corporate Services team with key appointments

Sarah Cobden joins as Head of Corporate Services with a background in corporate administration and a proven track record of leadership

James Dyson’s Family Office Names New CIO for $18 Billion Empire

Jane Simpson is promoted from deputy role at Dyson’s Weybourne

BlackRock Appoints APAC Chief Operating Officer

Prior to joining BlackRock in 2022, she also worked at Nikko Asset Management, Morgan Stanley and Merrill Lynch in the UK as well as Japan.

StanChart PB recruits senior exec from UBS GWM

The former UBS executive was with Credit Suisse for over 15 years, before deciding to make the move.

Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

Schwyz private equity boutique promotes investment director to partner

Private equity firm Ufenau Capital Partners targets small and mid-sized companies.

Fairway promotes eleven team members

We are delighted to announce eleven well-deserved promotions across our offices.

Fiduciary Trust International welcomes new senior relationship manager in New York office

Mr. Flood brings over three decades of private wealth management expertise and a strong industry reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards

Investec bolsters energy & infrastructure finance UK & Europe team

Along with creating and fostering stronger client relationships in the UK and Europe, McColl will be in charge of originating finance transactions in the infrastructure and energy industries.

DBS Names Tan Su Shan as Piyush Gupta’s Successor

Gupta had previously expressed his desire to work until he becomes 65 years old

UBP appoints Region Head North Asia and Chief Executive Hong Kong

Teresa joins UBP with an exemplary record in the Asia wealth management industry.

Poole wealth management firm appoints new marketing head

He has worked with top national and regional law firms like Irwin Mitchell and Mills & Reeve.

GIB Asset Management announces Victoria Barron as the new Chief Sustainability Officer

Victoria has over 15 years’ experience in sustainable investment, working with asset owners, asset managers and industry stakeholders.

Abrdn Adviser appoints Verona Kenny as chief distribution officer

She will report directly to Noel Butwell, CEO of Abrdn Adviser.

Citi wealth exec set to depart after four months: Report

Don Plaus is reportedly leaving the firm for personal reasons just four months after he was tapped as Citi Private Bank's head of North America.

WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker.

Executive Moves