Managers of Wealth

Two Financial Advisors Join UBS Wealth Management

We continue to focus on recruiting and retaining the most client-focused and productive Financial Advisors in the industry

Snowden Lane Partners boosts wealth team

Former Wells Fargo Advisor, Paula Oddone, Joins as Partner and Managing Director

Northern Trust Names New Head for its Business Across Australia and New Zealand

He succeeds Angelo Calvitto, who was named as head of Northern Trust in Asia Pacific in June this year.

Edmond de Rothschild Deputy Wealth Head Exits

The memo, signed by Rothschild's new CEO François Pauly, doesn't disclose specific reasons.

Zurich boutique appoints UBS veteran as managing director

He spent 23 years at UBS and has also worked at MFM Mirante Fund Management.

Titan Wealth names CFO to advance growth strategy

It is hoped he will play a vital role in advancing Titan Wealth’s strategy as a “leading” wealth and asset management provider.

Saffery Champness grows Zurich team with two new hires

Tim and Stefan’s appointments follow the recent addition of Dr Yumei Zhang to Saffery Champness’ offering in Geneva, growing the firm’s team based in Switzerland to 35 professionals.

HSBC appoints new Head of Private Banking

Edmond de Rothschild hires former Amundi star as co-head of equities

Small-cap specialist assumes senior post having most recently focused on private asset opportunities.

IQ-EQ appoints Head of Private Wealth for the UK

He was Director at a Private Bank in London

OCBC mounts China hiring spree to tap growing wealth

The planned hires will be at OCBC's main operations and its private banking unit Bank of Singapore.

Newgen Announces Key Management Changes

Company stalwarts to help further strengthen Newgen’s foothold in the digital transformation space

HSBC appoints new chief for Thai operations

Most recently, he led the bank's Asia-Pacific public sector coverage team out of Hong Kong.

FiCAS AG and Bitcoin Capital AG appoint Head of Sales

Bitcoin Capital AG to open its unique exchange-traded product issuing platform to third party investmentstrategies Zug

IIFL Wealth and Asset Management appoints chief financial officer

Prior to IIFL Wealth and Asset Management, Sanjay has worked with L&T Financial Services, MCX, Reliance Money, Reliance Mutual Fund, HSBC, Coca-Cola and Ernst & Young.

Raffles Family Office names new marketing and communications lead

She led group marketing initiatives of all projects in APAC, including Ultima United , ECHELON magazine, C45, TELLUS lounge, Sushi Yonjugo, TELLUS Niseko, Domus Niseko, TELLUS on Parker, TELLUS Hirafu and TELLUS Villas.

Apex Group strengthens Luxembourg leadership

Most recently before joining Apex, Frederic was Director of Operations and Member of the Executive Committee at European Fund Administration, and Head of Securities at Banque Internationale à Luxembourg.

Avaloq names UK managing director

Avaloq’s UK presence, which includes its Edinburgh-based research and development centre, has continued to grow over the past few years

Citi appoints new Switzerland head

Her predecessor has been appointed country head for Poland.

Credit Suisse appoints former Morgan Stanley banker in Mexico

Previously head of Morgan Stanley's investment banking operations in Mexico

Executive Moves