Managers of Wealth

Ex-Sarasin PB head made chairman in real asset firm's management overhaul

The firm focuses on real assets investments.

Blackstone expands ESG team

Last year, the firm announced a goal to reduce carbon emissions by 15% across all new investments globally where we control energy usage within the first three years of ownership.

Joe Skarda Appointed President Of KeyBank Wealth Management

He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.

J. Safra Sarasin Welcomes Ex-BNP Paribas Asia Wealth Chair

Previously, she held various senior management roles with the French lender including general manager for the Chines division and Hong Kong branch CEO.

UBS adds fixed income portfolio manager

Tom Nash spent 10 years at HSBC in Australia and London, where he was primarily responsible for HSBC's strategy on rates and foreign exchange for Australia, New Zealand and Japan.

Citizens Financial names wealth business leader

He will focus on further accelerating Citizens’ strong and growing momentum in wealth, a cornerstone of the bank’s strategy to be a trusted advisor to its customers throughout their financial journeys.

Wealth Management Firms Strengthens Team

Managing director Richard Garside added: "Mufaddal brings a wealth of knowledge with him, and the breadth of his experience will add enormous value to our practice and our clients."

Mary O’Connor: KPMG’s first female chief set to quit as man gets job

KPMG operates from 21 offices in Britain and has 16,000 partners and staff.

Credit Suisse Shareholders Push for Risk Chair Exit

Credit Suisse Risk Overseer Under Fire

Calamatta Cuschieri appoints Chief Investment Officer

He will also lead the Wealth Management arm within Calamatta Cuschieri and oversee the management of €250m in client’s assets while including the management of fixed income and multi-asset strategies.

Basel private bank appoints two general partners

It is a privilege to join the partnership and continue to develop the bank while staying faithful to its tradition and values.

Maven hires Tregidon as head of Financial Planning

Prior to this, he ran the Financial Planning arm of one of South Wales’ largest regional accountancy firms, based in Swansea.

Wealth Manager Joins First Republic in Century City

Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area

Credit Suisse Names Chief Swiss Lawyer

After studying law at the University of Zurich, Renato Costantini was admitted to the Swiss Bar Association and later gained a PhD from the University of Lucerne.

Boe Pahari to Depart as AMP Capital Spins Off Private Markets

Private Markets will also put in place a new management equity plan, to attract and retain talented investment professionals and management, the announcement said.

Wells Fargo’s private wealth head is leaving

Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.

PB cuts jobs, overhauls board and targets acquisitions following losses

In a media release on Friday, IHAG stated that it had lost money and experienced an outflow of client funds.

Zurich digital asset manager appoints two board members

They were both unanimously elected by shareholders at the annual general meeting on 22 April.

RBC, Stifel Add Merrill Lifers in NY, NM

Meyers started his career at Merrill in 2013

Senior Investment Specialist Joins HSBC Asset Management

The industry veteran of 30 years joins from First Sentier Investors, where he was chief investment officer for fixed income and multi-asset solutions.

Executive Moves