Managers of Wealth

Ex-UBS Monaco CEO joins Lugano bank as PB head

Peter Conrad was also CEO of Zwei Wealth Experts Italy for nearly three years.

Commonwealth Parliamentary Association trust fund appointment for Guernsey Finance Chairman

He was short-listed after applying having confirmed in October that the CPA had asked for expressions of interest in the role from its 17,000 members.

Paul O’Sullivan to succeed David Gonski as ANZ Chairman

“The banking industry is at an important inflection point as we do all we can to help the economy recover from the impacts of COVID-19 and ANZ will remain committed to that cause,” Mr O’Sullivan said.

UBS hires technology executive from Credit Suisse

Before joining UBS, Emile worked in the International Wealth Management and Asset Management department at Credit Suisse.

UBS Hires $3.1 Million Merrill Duo in Colorado, Wells Attracts Merrill L.A. Broker

Kenneth Lombino, a former president of the Ferrari Club of America’s southwest region, was producing between $500,000 and $600,000 at Merrill, according to two sources.

Oppenheimer Names Senior Managing Director

Promotion of Barness Reflects Key Role in Aligning Relationships, Services, Products and Research to Reinforce Oppenheimer's Leadership in Equities

PIMCO Names Head of U.S. Global Wealth Management

In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies

UBS Private Wealth Management hires Washington DC-based financial adviser team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office

Danske Bank promotes wealth management head to bigger role

To increase our execution power and commercial focus throughout the organisation

Two BKB council members resign

After more than 10 years in office, Ralph Lewin and Andreas Sturm will leave the institution from 31 March 2021.

Santander AM bolters illiquid efforts with new trade finance chief

Spanish group hires renowned international trade sector specialist to launch new global fund.

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.

Legg Mason's head of wealth management distribution leaves following Franklin Templeton buy out

Worked at Legg Mason for 13 years

Credit Suisse to cut up to 500 jobs as its closes Swiss branches

With a goal of 109 locations - compared to 146 at present -Credit Suisse will continue to have a strong regional presence in the future.

IQ-EQ welcomes new Client Services Director in London

Amy has led numerous accounting teams and worked on large multinational accounts across the North American and European markets.

Investment boutique appoints ex-PWC blockchain EMEA head to board

He is also a founding member of the Swiss Blockchain Federation, the Swiss Finance Technology Association and the Crypto Valley Association.

StanChart Nabs Ex-UOB Private Banker

Also joining is Guarav Gupta, who was appointed executive director and relationship manager for GSA

Schroders promotes in-house investment talent on announcing Matthew Dobbs' succession plan

This marks the execution of Schroders’ long-term succession strategy for Matthew which has been planned over a number of years.

Privatam hires ex-CA Indosuez structured products head for Europe

François Berthet will be in charge of creating and developing new products.

Executive Moves