Managers of Wealth

Dreyfus recruits cantonal bank's private bank chief

Zuger Kantonalbank has appointed Marcel Wespi as the head of private banking, after his predecessor moved to Dreyfus Banquiers.

Citi Head of Wealth Andy Sieg Returns to Hong Kong

Reaffirming Deepened Commitment to Hong Kong As It Drives Regional Wealth Growth

Brooks Macdonald hires Simon Taylor after Rathbones exit

Citywire revealed last month that Simon Taylor had left Rathbones, where he had been working as head of strategic partnerships.

Boston Multi Family Office strengthens leadership with key promotions

‘We are proud to celebrate their achievements’

Citi Head of Wealth Andy Sieg Returns to Hong Kong

Reaffirming Deepened Commitment to Hong Kong As It Drives Regional Wealth Growth

Helvetia appoints new CEO for its Specialty Lines division

Gingg will also retain his current role as CEO of HGS, according to the statement.

Cembra appoints Bernardo de Barros Franco as Chief Customer & Growth Officer

Ex-Indosuez Hong Kong Chief Resurfaces at EAM

He was most recently the Hong Kong CEO of the French firm's private banking arm, Indosuez Wealth Management.

Tim Froehlich Named Head of Investment Products for Wells Fargo Wealth & Investment Management

He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience.

Ocorian appoints Ginny Goh as Director, Private Clients Singapore

A full STEP member, she brings a reputation for strong leadership, client relationship management and operational excellence. strong leadership, client relationship management and operational excellence.

CA Indosuez Switzerland strengthens team for institutional clients

Credit Agricole subsidiary CA Indosuez (Switzerland) is strengthening its services for financial institutions, insurance companies, and asset managers with two new senior bankers.

Steven Goodell Joins Endeavor Private Wealth

Goodell brings more than $170 million in AUM to Endeavor after utilizing TradePMR’s transition model to seamlessly tuck-in

Stuart Dodson to join as CEO of True Potential Wealth Management

Dodson brings more than 25 years’ experience in regulated financial services to True Potential Wealth Management.

JPMorgan’s UK private banking boss aims to double business in five years

Maricé Brown tells FN the Wall Street giant’s hiring plans are ‘aggressive but doable’

TriLake Partners appoints new CIO

The Singapore-based external asset manager has replaced its chief investment officer.

EFG Wealth Solutions taps HSBC for Singapore CEO

The trust and fund structuring team at EFG has expanded in Singapore with a new CEO.

Integritas Wealth Partners Expands Team with Two New Appointments

"The expansion reflects the firm’s continued growth and its commitment to delivering a highly personalised financial planning service for clients across Jersey and beyond."

PlainsCapital Bank Welcomes Kirt DeHaan as Senior Vice President, Wealth Management Market Manager for Dallas Region

He will be based at the Hilltop Plaza location in Dallas.

Schroders appoints Tom Wilson as Co-Manager of Prime UK Equity Fund

He was most recently a Fund Manager at Newton Investment Management, having previously held similar roles at Insight Investment and F&C Investments.

True Potential appoints Stuart Dodson as CEO of True Potential Wealth Management

Stuart brings to True Potential over 25 years’ experience in regulated financial services.

Executive Moves