Managers of Wealth

ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami

Launched by the wealth advisory and planning company, founded in 2021 and now operating offices in Miami, New York, and Madrid.

PKB’s wealth manager names managing partner

Alessandro Trabaldo Togna is part of the family which owns PKB Private Bank.

HSBC AM appoints UK CEO

Dan Rudd to be CEO of HSBC Global Asset Management (UK) and head of UK wholesale.

Picard Angst brings raw materials experts on board

Pablo Gonzalez joins Picard Angst 's portfolio management team .

Royal London Asset Management plants flag in Australia

He will also help shape the local strategy, represent the firm at industry events and forums, and contribute to long-term business planning.

DBS Hong Kong hiring wealth managers as investors’ risk appetite grows

The subsidiary of the Singapore bank plans to hire 100 bankers and open a new wealth-management centre

Ex-UBS Advisors With $1.1 Billion Jump to RBC Wealth Management

The change marks the latest in a series of defections from UBS to Canada’s largest bank.

Nomura IWM Dubai reshuffles senior leadership

The Japanese lender moved to a larger office in Dubai to accommodate more people to strengthen its regional presence.

Asset manager hires ex-Credit Suisse MD to co-head product

Cora Gibbons Moore has joined Royal London Asset Management as co-head of product. Her role will see her focus on international and private assets.

Schroders appoints Executive Vice Chair, new Global Head of Client Group and Head of Client Group Asia

Karine Szenberg will be appointed Executive Vice Chair, whilst Matt Oomen joins Schroders as Global Head of Client Group.

Ex-Swiss executive takes top multi-family office post at SocGen

Valérie Bokobza, who returned to Paris last year after a stint in Société Générale’s since-sold Swiss private banking division, has been appointed to the new role.

BRI Wealth Management appoints Toni Meadows as Head of Investments

Mr. Meadows will also join the management board, helping to oversee day-to-day operations and helping to drive the firm’s ambitious growth strategy.

DBS to add 100 wealth bankers in Hong Kong as clients trade more

DBS is also looking to add another wealth management hub in the city next year to offer products including insurance and financial planning services, he said.

UBS names new UK HNW head as veteran steps down

Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.

Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer

Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.

Fairway appoints Nathan Petty as Client Director

Fairway Group has appointed Nathan Petty as Client Director.

Special situations firm hires boutique's ex-CEO

Oliver Banz has joined AS Equity Partners to lead portfolio operations.

Stephan Hässig becomes new Head of Corporate Customers at Migros Bank

He succeeds Olivier Häner, who held this position on an interim basis.

Henry Mercer Named Chief Investment Officer at Withum Wealth Management

In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.

Mellany Bagtas joins UBS as a Financial Advisor in New York City

She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.

Executive Moves