Managers of Wealth

Societe Generale Hires UOB Veteran

In his new role, Chia will oversee the development of the bank’s accounts receivable and accounts payable solutions across Asia Pacific.

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor

Mr. Gori, an accomplished leader in the global insurance and financial services industry, will advise KKR on strategic opportunities across global financial services

RBC Wealth Management Bolsters Asia Expansion

The appointments come as international wealth managers continue to invest heavily in Asia, where rising private wealth, entrepreneurial capital and cross-border family office structures are driving demand for sophisticated advisory services.

Schofield Sweeney welcomes private wealth expert

She also has particular expertise in succession planning for family businesses, as well as complex trust structures and cross-border matters.

Firm news: private client and wealth management appointments

Recognised as a Key Lawyer in The Legal 500 and an accredited Lifetime Lawyer, she has built a specialist team advising clients on contested wills, inheritance and trust disputes.

State Street IM appoints BlackRock’s MacLeod to digital wealth platform

Following an eight year career at BlackRock’s digital distribution team

UBS Hires Financial Advisor Team of Four in Tampa, FL

Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth families and business owners.

Geneva private debt boutique recruits senior investment director

Roy Charles Bates joins IPF Partners from fellow Geneva-based alternative investment group Iteram Capital.

TEAM appoints wealth manager to serve Singapore’s domestic market

Firm opens up global investment capability to Singaporean clients

Lina Lim to leave HSBC Private Bank

Allen Chiu, head of discretionary and funds specialists, Hong Kong, will cover Lim’s role on an interim basis.

Erik Bergman appointed Head of Nordics at Natixis Corporate & Investment Banking

Erik reports to Alain Gallois, Global Head of Advisory & Coverage and Head of Europe.

BIL Announces the Appointments of Melanie Babb as CFO and Michaël Bonnier as CCO

These appointments reflect the Bank’s commitment to strengthening its leadership team and supporting its long-term strategic ambitions.

NatWest appoints Ashleigh Dorrington-Harvey as Head of Manufacturing and Construction

Throughout her career, she has built a strong track record of developing trusted stakeholder relationships and helping shape strategic growth across key industries.

Fieldpoint Private Welcomes New Banking Team

New Managing Directors bring decades of experience in corporate trust, escrow, loan agency, captive insurance and project finance

Yannick Archambault appointment bolsters Citi’s leadership in Canada

Former Nicola Wealth president brings three decades of private banking leadership to Citi's Canadian arm

Peapack Private Appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker

Prior to joining Peapack Private, Leonard served as Vice President and Commercial Banking Relationship Manager at Metropolitan Commercial Bank in New York City, where he managed and expanded relationships with middle-market companies, private equity spons

Executive Moves