Managers of Wealth

UBS Bolsters Asia Family Office Unit

Separately, Andrew Lo has been appointed as head of family advisory and family office solutions for Greater China.

RIA taps former TD exec to lead Wealth Management

Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.

Deutsche Bank appoints LatAm leader for Swiss unit

Since December 2019, Coppola has been working as head investment manager, Latin America

Canaccord's Oliver promoted to funds CIO role

Justin Oliver has taken on the new role of CIO of Canaccord Genuity funds at the wealth manager.

EQ Investors joint CEO leaves after four years

Joint CEO Mark Howlett left the financial planning and sustainable discretionary fund management firm on 28 January.

PineBridge Investments Hires Asia Pacific CEO

Asset management veteran has held leadership roles in Asia for more than 20 years

First Republic Bank appoints new CEO

Founder Jim Herbert Transitions to Executive Chairman

Citi co-head leaves for new venture

Before that he was senior vice president, investment counsellor of Citi Private Bank.

Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair

From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.

REYL Intesa Sanpaolo appoints Chief Impact Officer

He will be tasked with aligning and coordinating impact practices and tools across REYL Intesa Sanpaolo’s business lines

Leading Financial Planner joins major family office

He will work closely with the existing team and assist in developing and delivering the Wealth Planning offering to the UK and international markets.

Credit Suisse Group appoints Rob Cox as Group Head Corporate Communications

Rob will play a key role in driving our new Group strategy across all channels, while helping engage with major stakeholders as we pursue our goal of becoming a more client-centric bank with risk management at its core.

Banca Finint strengthens its family offices with a peak entry from UniCredit

It will contribute to the enhancement of the range of solutions available for professional and institutional clients such as family offices and family holding companies.

ZEDRA increases local support to Colorado based companies

Lindsey brings with her a deep understanding of a company’s pain points when expanding internationally, and the tools to help – whether through introductions, operational support, marketing or knowledge sharing.

GAM appoints global investments head

He brings a wealth of knowledge and experience and will provide strong leadership for our investment teams in the next phase of our growth strategy.

StanChart searches for new risk head and starts planning for next CFO

Mark Smith to exit as emerging markets-focused lender maps out succession plan for veteran CFO Andy Halford

Investec W&I hires Sanlam's director

Lobel (nee Colley) takes up a directorship within Investec W&I's London office after four years with Sanlam.

Global Impact announces the appointment of 5 new Board members

These individuals will add tremendous value to the organization with their philanthropic expertise from across the public, private and nonprofit sectors.

Credit Suisse Nabs Top UBS Banker In Asia

Effective June 13

Paragon Capital Management Taps Ex-Credit Suisse Private Bankers

Goh was previously at Credit Suisse Private Bank in positions including fixed income sales specialist, dealer and client service representative.

Executive Moves