Managers of Wealth

Partners Group appoints Tarak Mehta as Partner and Co-Head of Private Equity Goods & Products

Tarak will co-lead the Private Equity Goods & Products Vertical alongside Manas Tandon, who is also a Partner.

Fundpath appoints chief insight officer and chief ai officer To drive human and artificial intelligence strategy

Fundpath was built on the foundation of trust, relationships, and clarity

Aberdeen Adviser hires Mark Hopcroft to lead MPS growth

The appointment comes as Aberdeen’s managed portfolio service (MPS) surpasses £3bn in assets under management.

UBS hires wealth advisor Andrew Sloan for Edinburgh expansion

His hire reinforces UBS’s commitment to providing locally informed, personalised advice to clients in the UK and Channel Islands, backed by the scale and expertise of the firm’s global footprint.

VP Bank rejigs leadership after SG private banking head exits

The bank has a new head of intermediaries and private banking Singapore.

Deutsche Bank bolsters SE Asia bench with Thailand director hire

The new recruit, joining from Siam Commercial Bank, will report to Paul Handley.

UBS: New Head of Investments and Pension Solutions in Personal Banking

The UBS homegrown talent gained most of her experience within the bank’s Chief Investment Office.

Deutsche Bank PB Adds Emerging Markets Duo

They are both tasked with expanding the bank’s client footprint in its global South Asia and Africa (GSAA) franchise and report to Puneesh Nayar.

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.

UBS Wealth hires RBC Brewin Dolphin manager for Edinburgh bespoke arm

Andrew Sloan joins UBS as client advisor director in the Edinburgh after seven years with RBC Brewin Dolphin.

Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group

With 30 years of experience in financial services and a recognized expertise in asset servicing, David will play a pivotal role in leading the development of the Edmond de Rothschild Asset Servicing business line.

Executive Moves

Partners Group appoints Tarak Mehta as Partner and Co-Head of Private Equity Goods & Products

Fundpath appoints chief insight officer and chief ai officer To drive human and artificial intelligence strategy

Aberdeen Adviser hires Mark Hopcroft to lead MPS growth

UBS hires wealth advisor Andrew Sloan for Edinburgh expansion

VP Bank rejigs leadership after SG private banking head exits

Deutsche Bank bolsters SE Asia bench with Thailand director hire

UBS: New Head of Investments and Pension Solutions in Personal Banking

Deutsche Bank PB Adds Emerging Markets Duo

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

UBS Wealth hires RBC Brewin Dolphin manager for Edinburgh bespoke arm

Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group

Schroders Capital Names Real Estate Head for APAC

DWS Appoints New Head of Institutional Sales for Switzerland

Titan swaps advice CEOs as it restructures operations

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

UBS Hires Ex-Morgan Stanley Private Banker in Hong Kong

Thomas Bauer takes over interim presidency of BLKB

Stefan Hiestand joins QCAM’s Board of Directors

HSBC Global AM sustainable multi-asset head retires