Managers of Wealth

PGIM Investments Taps Franklin Templeton Veteran

The company said it has seen increased demand from Asian intermediary investors and private banks, particularly for income-focused, alternative and ESG-related investment services.

SEI Announces Appointment of Ryan Hicke as Next CEO

The executive management team, currently reporting to West, will report to Hicke effective June 1.

Susan Fouquier named as Head of Institutional Banking Offshore

Newly created role to accelerate growth plans

Appleby's Hong Kong Office Strengthens its Private Client & Trusts Practice by Welcoming Richard Grasby as Partner

Richard also has considerable involvement in private trust companies, family constitutions and succession planning.

Rockefeller Boosts Presence In Connecticut With $1.2B Firm

he team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.

First Financial Bank, N.A. Names Esch Hereford Region Chairman and CEO

He first arrived at Happy State Bank in March 2017 as SVP & Director of Operations and was responsible for the daily operations of the bank, including deposit operations, training and information technology.

New Hong Kong Wealth Management Head for Standard Chartered

Before joining Standard Chartered, Ho headed Citibank's insurance business in Hong Kong after joining the bank in 2006 as a management associate.

Ex-Credit Suisse top manager switches to real estate

He joins the internationally active Fintech Estating as a consultant.

Tilney Smith & Williamson appoints Andrew Wilkes as head of Professional Services business

In his new role as head of the firm’s Professional Services business, he will have overall responsibility for client teams working across Assurance and Business Services, Tax and Advisory.

Tilney Smith & Williamson expands US tax team with appointment of Sarjul Patel as US/UK Tax Director

Sarjul is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations

Tilney Smith & Williamson recruits experienced NHS pension specialist for Bournemouth office

At Tilney Smith & Williamson, Martin will work as part of the firm’s team of financial planners across the country with specialist knowledge and experience to help medical professionals with their complex financial needs and circumstances.

WeLab appoints Bruno Lee as wealth management advisor

Bruno is a financial veteran with 30 years of experience in the industry.

Swiss Politician Moves Into Private Banking

She has also been a member of the National Council for the Swiss People's Party (SVP) for over ten years.

Lazard Names Evan L. Russo Chief Executive Officer of Asset Management, Succeeding Ashish Bhutani, Who Will Retire After Nearly Two Decades Leading the Business

Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years

Executive Moves