Managers of Wealth

Santander makes former Credit Suisse banker new CEO

At Santander, after Mexico, he also took over the North America region in 2019 and made the area the group’s strongest profit maker.

UBS makes senior wealth hires in Southeast Asia

The Swiss private bank has announced three additions to its Thailand and Philippines business.

Suntera Global appoints Dan Bisson as Channel Islands’ Managing Director

The appointment follows the completion of the recent acquisition of Nedgroup Trust Limited.

UBS Adds Private Banking Trio for Southeast Asia

The three new additions join the bank’s global wealth management APAC Thailand and Philippines business sector.

Allspring Global Investments Expands Financial Institutions Team with new senior hire

Charlie will be responsible for expanding Allspring's financial intermediary distribution business and servicing a growing portfolio of wholesale and retail intermediary clients.

Citi Nets J.P. Morgan Private Banker to Lead Family Office Unit

Based in London, Hofmann reports to Citi’s global head of private banking Ida Liu.

Northern Trust hires former TelstraSuper COO

Mallick joins from TelstraSuper, where he ran investment operations and data and analytics.

Wealth Fintech Aqumon Hires CSOP Veteran

He will lead the department’s production and distribution of investment services using artificial intelligence

Julius Baer Uruguay CEO and senior staff exit in downsizing push - sources

Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.

UBS Asset Management appoints head of infrastructure equity

He will be responsible for developing and increasing the presence and global investment opportunities for the REPM's $5.2bn infrastructure platform.

BNY Mellon Wealth Management Named Tom Assad as Senior Client Strategist in Boston

Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.

Billionaire Larry Ellison is leaving Tesla’s board of directors

After joining Tesla’s board, he had to disclose his investment, which was worth about $1 billion at the time.

Deutsche Bank strengthens private banking team in Asia

Stefanie Holtze-Jen has been appointed as head of discretionary portfolio management for Asia-Pacific.

Quilter's acquisition boss leaves firm

Client migration to this platform from Old Mutual Wealth finished in February 2021.

The veteran of communication leaves UBS

Before moving to UBS, Hengel worked as a specialist for financial communications and sensitive operational issues for the largest Swiss insurer Zurich and for the US bank Citigroup.

Third Financial bags more top talent as exceptional growth continues

This growth is set to continue with several implementations currently underway and a series of existing customers renewing long term contracts.

Fnality names chairwoman

Olga Zoutendijk has a successful track record of driving profitable business growth and innovation

Wealth Manager Joins First Republic in New York

Bakshi was named Managing Director and Wealth Manager.

CEO of DeVere-owned advice firm steps down

The process of recruiting a top calibre chief executive are underway to lead and grow Prosperity.

Avaloq hires Thomas Fischer to support European financial institutions on their digitalization journey

Thomas Fischer is going to replace Karl im Brahm, who was the CEO of Avaloq Sourcing (Europe) AG until end of 2021.

Executive Moves