Managers of Wealth

Global Gate Group strengthens its Wealth Management with the appointment of two Senior UBS executives

This dual appointment accelerates the development of Global Gate Wealth Management as the Group's dedicated private client platform, built to deliver holistic and bespoke financial solutions.

Standard Chartered appoints Margaret Harwood-Jones as first CEO for Europe and UK

The UK lender has also promoted Jörg Hessenmüller to CEO of Standard Chartered Bank AG, succeeding Nicolo Salsano.

HSBC PB strengthens Taiwan coverage

Gloria Sun moves from DBS to market head of offshore Taiwan, HSBC Private Bank.

Julius Baer appoints Peter Burrill as Chief Financial Officer and Member of Executive Board

Peter Burrill is a senior finance professional with over 30 years of experience working in Germany, the United Kingdom, and the United States.

Brainvest names new CEO for its Geneva office

The former chief commercial officer takes the helm in Switzerland as the multi-family office looks to build on its global growth strategy and succession plans.

Former DWS Switzerland CEO Joins Allianz GI in Family Office Role

He assumed the role in Zurich this July.

Deutsche Bank Switzerland hires two wealth management experts

The hires mark another milestone in the banking giant's Swiss expansion.

S&W invests in transaction services with senior Partner appointment in London

The hire forms part of the firm’s continued growth strategy and reflects its ongoing investment in broadening its advisory and transaction services capabilities.

Affin names Doreen Choo as senior MD for wealth, asset management

In her new role, she will work closely with the Affin Pheim leadership team and relevant stakeholders across the group to drive strategic alignment, support organisational integration and lead key transformation initiatives.

HCR Law expands Private Wealth team with senior talent

These appointments form part of the continued expansion of HCR’s Private Wealth sector.

Clarien Bank Promotes Melissa Buckley Pridham

She will report to Simon Van de Weg, Executive Vice President and Chief Banking Officer.

Acadian AM bolsers Asia push with hires from Lombard Odier, Dimensional and State Street

Acadian Asset Management has announced three new hires to its Singapore-based distribution and investment team in Asia.

Withers appoints 12 new partners in the US, UK and Singapore

Drawn from across our US, European and Asian practices, they reflect the strength of our talent pipeline, the quality of our legal expertise and the scale of our ambition for the future.'

Singapore's OCBC to hire 600 relationship managers, launches AI avatar app in wealth push

They will display investment portfolios, personalized market news, price data and OCBC Group insights linked to each customer’s holdings.

Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

Former McKinsey Senior Partner and Co-Leader of the Global Banking Sector joins Performativ following the company’s $14 million Series A led by Deutsche Börse Group

Pictet Appoints New Wealth Management Leaders in Switzerland and France

The appointments took effect on July 1 and form part of the firm's long-term growth strategy in two of its key markets

Bellevue Asset Management arranges succession for the Bellevue Medtech & Services and Bellevue Digital Health strategies

The succession plan, developed over the long term, ensures continuity in portfolio management.

St. James’s Place hires former L&G manager Teschmacher

Former head of asset allocation reunites with CIO Justin Onuekwusi

Ocorian appoints Andy Bailey as Country Head for Guernsey

He will be responsible for leading Ocorian’s management team in Guernsey and managing regulatory relationships.

Rathbones promotes Investment Manager in the Channel Islands

Connor’s promotion to Investment Manager is very well deserved and reflects both his strong technical ability and the commitment he has shown since joining the business.

Executive Moves