Managers of Wealth

Summer Promotions At Highvern

We look forward to watching their careers flourish at Highvern.

Alex Picot Trust appoints new Director

His particular expertise is in working with ultra-high-net-worth international families and their family offices.

Citi Private Bank Hires Global Market Head for China

Last month, the American private bank added ex-UBP wealth planner Faye Ong as head of family office advisory, private capital group.

Ex-Credit Suisse Switzerland private bank head joins IAM board

There are now three members of the board of directors at the Glarus-based firm.

Berenberg appoint portfolio manager in equity team

Walter has 20 years of experience in equity fund management.

Bank CIC Switzerland vice-chair steps down

Henry Fauche had worked at the group for 38 years.

Former Credit Suisse Manager Bögli Joins Belvédère Board

Swiss asset manager Belvédère has elected a controversial former top manager at Credit Suisse to its board.

NewEdge Wealth Adds Managing Director

Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients

Swiss-Asian Fintech Replaces CEO

He replaces Serguei Beloussov, Acronis’ co-founder and largest shareholder who has run the company since 2013.

Citi Private Bank Appoints Global Market Manager for Mainland China South and West

Yin has more than 10 years of experience working with top entrepreneurs from China.

EFG International appoints a new regional head

He joins the private bank from Indosuez Wealth Management

Zug WM appoints chair and GLP politician to board

Karl Huwyler remains on the board despite stepping down as chair.

Evercore Wealth Management Appoints Justin Miller as Partner and National Director of Wealth Planning

Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.

Carey Olsen announces 12 lawyer promotions

Each of these lawyers have demonstrated expertise

Broadridge Names Chief Legal Officer

Gumbs will succeed Adam Amsterdam

Edmond de Rothschild Corporate Finance appoints chair

This is Arnaud Petit, associate director since 2016.

Crestone appoints six HNW advisers

The new appointments bring the firm’s total national adviser base to 91.

Ex-ASI multi-asset PM Wiles joins LGT Vestra for analyst role

Matthew Wiles departed ASI in May

HSBC AM makes senior appointments in sustainability and responsible investing

The team will also drive the firm’s people-focused initiatives, including Diversity, Equity & Inclusion, as part of its ambition to embed a sustainability culture across the business.

Citi Singapore Appoints Senior Execs

The moves signal our commitment to develop local talent, provide opportunities for personal and professional growth across our global network

Executive Moves