Managers of Wealth

Indosuez Wealth Management adds senior bankers for North Asia, part of strategy for sustained growth in Asia

Their appointments are part of the bank’s strategy to strengthen its position in Asia by establishing teams with strong expertise to better serve specific client segments.

Caroline Oosterloo ABN AMRO interim CRO from 24 April 2024

Caroline Oosterloo has more than thirty years of experience in the banking sector.

Quilter appoints Alexander Kirby as reporting and governance manager

Kirby will focus on corporate sustainability reporting and disclosure, supporting Marisol Hernadnez and Gemma Woodward who have joint responsibility for delivering Quilter’s corporate sustainability agenda.

Calastone Appoints Chief Technology Officer

Digital innovation remains a key priority for the business.

Mutation in the SIX Group management

He will therefore be responsible for the group-wide development and operation of the entire IT infrastructure.

Vontobel announces changes to its Board of Directors

Clara C. Streit and Michael Halbherr decided not to stand for re-election due to other professional commitments.

Barclays to grow advice arm with planner hiring spree

The bank is hiring 23 new wealth managers to join the business across London and the Southeast.

Appointment of a Non-Executive Director

Siobhan will join both the Company's Audit and Risk and Nomination Committees with effect from her appointment.

China private wealth and Singapore family office specialist Linda Bai joins Dentons Rodyk

Linda is currently pursuing qualifications to be dual-qualified in both Singapore and China law.

Sanctuary Wealth welcomes its partner firms’ network

A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.

Former Merrill Lynch int’l wealth boss joins Citi Private Bank in senior role

The 33-year industry veteran had said he was retiring from the industry but is now reuniting his former boss Andy Sieg at Citi.

Fintech appoints former VZ manager to the top

Previously, he served as Chief Financial Officer (CFO) and member of the executive board of the VZ banking group and as a member of the board of directors of VZ's Swiss subsidiaries.

BNP Paribas Names South Korea Leader

Regazzoni has over 25 years of experience

Merrill Private Wealth Management chief to lead Citi Private Bank North America

Citibank incumbent is retiring after 22 years with the firm.

Oberon Investments - Appointment of Nicola Mitford-Slade

Appointment of Nicola Mitford-Slade as a Non-Executive Director Hon. Robert Hanson to stand down from the Board

Kingswood appoints CFO and head of wealth planning

He was Intertrust Group director of finance and SFM Europe group finance director.

LGT Private Banking names new head of business UHNWI Switzerland

He formerly spent six years as head of business development at Diem Client Partner

Ex-Credit Suisse wealth boss to exit UBS

Senior wealth manager Francesco de Ferrari is leaving the group, following the emergency merger of Credit Suisse and UBS almost a year ago.

Stonehage Fleming employs trustee director

She is based in Neuchatel and reports into Philippe de Salis

Morgan Stanley Miami advisor exits for LatAm wealth shop

Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.

Executive Moves