Managers of Wealth

Zug multi-family office appoints partner

Family office providers with a banking background, in particular, tend to reduce this issue to investment performance and capital preservation alone.

VP Bank to replace private banking head

Paul Arni, CEO of VP Bank, said: ‘Tobias has long-standing experience of the client side of the business, and is familiar with VP Bank as well as with Liechtenstein culture.’

UBS names new UK family office boss after sudden exit

The team will be led by James Charlton Meyrick on an interim basis while Frey is making the transition.

Brown Shipley hires Julius Baer veteran for London arm

He brings a wealth of experience in financial services including 14 years at Julius Baer International

Swiss Financial Industry Consultants Grow Singapore Office

Welschinger, manager, previously worked for UBS on a major reorganization of client-facing teams in Singapore and Hong Kong, and on platform and business process change and improvement initiatives.

The Last Mile - navigating necessary change in advising clients post the pandemic

In his opening comments, Henning notes that the similarities between the recent market conditions witnessed during the Covid-19 pandemic and those seen in the financial crises of the past are difficult to ignore

Standard Chartered appoints head of global Wealth Management business

He brings deep experience of the banking industry, including running global products that support both Bank of Singapore’s private banking and OCBC’s retail clients, corporate strategy and business transformation.

Lombard International appointments Managing Director for Europe

With over 20 years of experience in the financial services and insurance sector, Florent will lead Lombard International Assurance’s strategic and tactical agenda in Europe.

Six-Million-Dollar Merrill Team in Dallas Joins Rockefeller

In an e-mailed statement confirming the move, Preston confirmed the size of the team’s books and took an indirect swipe at the pressure that Bank of America-owned Merrill and other wirehouses have put on advisors to cross-sell banking products.

Raymond James names new national director of wealth management

Scott Hudson brings 25 years of experience to the role

Appleby Announces 2020 Senior Promotions

Appleby’s new appointments include members from its Corporate and Dispute Resolution teams.

Baker McKenzie Announces New Practice and Industry Group Leaders

The industry groups will welcome Vanina Caniza, from Buenos Aires, as the new Global Chair of Baker McKenzie’s Healthcare & Life Sciences Group. She takes over from Sydney-based Ben McLaughlin.

Standard Chartered names Global head of wealth proposition

She replaces Vicky Kong who will become global head of wealth proposition

UBS poaches XP Private USA CIO

Pepper will officially join UBS in New York on June 1 and will report to Coutinho.

Neue Aargauer Bank loses two board members and gains one

The board of directors now has nine members.

Accenture alumnus joins Bordier & Cie

Christian Skaanild, a former consultant at Accenture, has joined Swiss private bank Bordier & Cie.

Neue Aargauer Bank loses two board members and gains one

Vice president Andreas Binder steps down after reaching the maximum term in office

Deutsche Bank Wealth Management Europe appoints Co-Head Emerging Europe

Based in London, Sool will oversee this important growth market together with Switzerland-based Asaf Raveh and report to Marco Pagliara

Close Brothers Asset Management appoints new director to Edinburgh team

Michael holds a Chartered Wealth Manager Qualification and a Private Client Investment Advice and Management Diploma from the Chartered Institute for Securities and Investment.

Ex-CS COO Pierre-Olivier Bouée resurfaces at new firm

Bouée’s Linkedin profile says that he joined Capgemini earlier this month, having left Credit Suisse after over four years at the bank.

Executive Moves