Managers of Wealth

Tilney Smith & Williamson continues expansion

Neil has more than 30 years’ financial services experience and joins from Francis Clark Financial Planning where he worked initially as a Paraplanner and latterly a Financial Planner.

Deutsche Bank strengthens South-east Asia team with 3 key appointments

Tan and Tee report to Urs Brudermann while Darmawan reports to Ingrid Widjaya.

New London Representative for Guernsey Finance

He will be responsible for expanding Guernsey’s range of activities in the City of London, and ultimately throughout the UK, identifying opportunities for Guernsey financial services businesses.

GAM appoints Client Director

Christian Lorenz worked for Edmond de Rothschild in Geneva for more than twenty years

Brown Shipley hires Manchester director from Barclays

Georgia Breeze, a former financial advisor at Barclays Wealth Management, will join Brown Shipley’s Manchester office as a client advisor.

Change in the management of Valiant

Stefan Gempeler, Head of Products and Operations and member of the Executive Board, is leaving Valiant to reorient himself professionally.

Golding appoints new ESG Director

He holds a master in business studies and is a CFA with 16 years of experience in the investment business

Wilmington Trust Expands Boston's Wealth Management Team

These executive additions highlight Wilmington Trust's continued, positive momentum both in the Massachusetts and its other markets, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management

Reuss Private secures services from fintech guru

As the independent asset manager Reuss Private announced on Thursday, she has appointed Margaris to the board of directors of the holding company, in which the Aargau-based company is bundling its German business.

New manager for Valiant branch in Belp comes from CS

The federally qualified banking economist has had a long career in the financial sector.

Deutsche Bank Hires Team of Ex-HSBC Private Bankers for Africa

Deutsche Bank is also bringing on three other senior relationship and investment managers from HSBC and who worked with Sayers, including Daniel Crafford, Kevin Boux and David Dizerens.

Indosuez Grows North Asia Team

He previously held senior wealth management roles in DBS Bank Private Bank and BNP Paribas Private Bank in Hong Kong as well as UBS Taiwan.

Brown Shipley hires in Edinburgh for Scotland expansion

Kenny Cummings joins the private bank's Edinburgh office as a financial planner as a new hire in the bank's plans for expansion in Scotland.

New Jersey Advisor Returns to RBC Following Restraining Order

Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.

LGIM hires senior UN adviser to head stewardship

Legal & General Investment Management has appointed Kurt Morriesen as its head of investment stewardship to lead a team dedicated to upholding ESG standards.

Ocorian appoints Business Development Director

Michelle will work closely with our existing employee incentive plan clients to ensure service excellence and will proactively develop our client book within private equity.

BCGE names head of asset management

Urs Ziegler will replace Constantino Cancela in January.

HSBC Appoints in Wealth Investment Team

HSBC's Swiss bank also named Alexander Neil as head of equity advisory to strengthen its stock-picking.

Credit Suisse Names Head of Sustainable Investment for Asset Management

The appointment reflects the growing importance of integrating environmental, social and governance factors.

Citi appoints head of new ICG Crypto Team

Citigroup appointed a new head of digital assets in its institutional client group (ICG) on Monday, a reflection of how Wall Street banks are increasingly dipping their toes into the exploding crypto market.

Executive Moves