Managers of Wealth

Waverton boosts Wealth Planning with strategic hire

Waverton Wealth has an established client base, predominantly in Scotland with offices in both Edinburgh and Glasgow.

HSBC Asset Management Appoints Asia CEO

Key Credit Suisse Gatekeeper Exits

Prior to joining Dynamics, where he is focusing on public affairs, government relations, and reputation and crisis management, Grob had spent several years with local government.

Fidelity Names Regional Lead for Private Banking

He was previously head of investment specialists for funds in Hong Kong at Julius Baer, and held various roles at asset manager Superfund.

JPM Private Bank rejigs Miami leadership for onshore biz

JPM recently announced plans to double its US advisor headcount by adding 1,500 new advisors

Cognizant Taps Rival for Top Swiss Role

In the past, UBS was one of Cognizant's long-standing clients, which it provided with up to 200 staff members under contract.

Quilter Cheviot grows regional investment management and business development teams

The discretionary wealth manager, which this year celebrates its 250-year anniversary, has 14 offices across the UK, Ireland, Jersey and Dubai.

Amy Rodwell becomes C. Hoare & Co.’s first 12TH-Generation partner

Amy will work closely with other partners to build and consolidate customer relationships.

Cognizant Taps Rival for Top Swiss Role

In the past, UBS was one of Cognizant's long-standing clients, which it provided with up to 200 staff members under contract.

Private bank appoints ex-EY Switzerland CEO to board

Bruno Chiomento worked for EY for more than three decades.

Julius Baer Names Singapore Family Office Head

Previously, he also worked for BNP parkas Private Bank and HSBC Trustee (Singapore).

Barclays boss Staley steps down after Jeffrey Epstein inquiry by UK regulators

Jes Staley tells staff he did not want his looming battle with the FCA and PRA to become a distraction from the bank's operations.

Barings appoints DACH managing director for private finance

He is based in Frankfurt and is responsible for the company’s private finance business in Switzerland, Germany and Austria.

Citi Private Bank Adds Southeast Asia MD

Based in Singapore, Chia reports to private banking chairman and South Asia head Lee Lung-Nien.

Swiss Wealth Manager Brings in Ex-Consultant

He will chair the independent Swiss private bank’s audit and risk committee.

BMO appoints new wealth management head

Most recently, as Head of Global Markets, he led a high-performing team delivering markets-based solutions for corporate, institutional and government clients.

Parcion Private Wealth appoints COO

Prior to joining Parcion, Sullivan spent several years at HighTower Advisors and Charles Schwab Institutional.

Kleinwort Hambros announces three senior hires

Mark Sheerin has been appointed Senior Private Banker, based in Yorkshire.

ZKB hires impact investing boutique founder as CEO

Urs Baumann has over 20 years of experience in national and international management as a board member, group CEO, managing director and managing director.

Santander promotes Miami boss to lead global wealth business

The new unit will report to Francisco del Cura, global head of insurance at Santander.

Executive Moves