Managers of Wealth

Greystone Appoints a new CEO

She will report to Steve Rosenberg, who will continue to serve as the Executive Chairman of the Board.

Julius Baer Unveils Senior Appointments for Southeast Asia

In his new role, Lee will focus on building and strengthening the bank's top client relationships; accelerating key initiatives such as the development of the ultra-high net worth segment; and new client acquisitions.

Edmond de Rothschild's New International Private Banking CEO

As the new CEO of International Private Banking, Hervé Ordioni will lead Edmond de Rothschild's activities in Switzerland, Monaco, Dubai, Israel, and the UK.

Raymond James recruits UBS LatAm advisor vet and Morgan client associate

He had been with the Swiss firm for over 26 years, according to his BrokerCheck report.

Bank Cler completes the Executive Board

Sarah Braun will take over the management of the new market management division on July 1, according to a statement by Bank Cler on Friday.

HSBC strengthens Bahrain wealth team

In addition to taking on the new role, Khunji will also retain his current responsibilities as managing director and market head of private banking in Bahrain.

Private banking head exits Edmond de Rothschild

He is leaving the firm, with the group making a senior appointment for its international banking arm.

UBS Expands Alts Team in Singapore

A spokesperson for the bank confirmed the contents of the memo.

Citi Appoints Top Cluster Heads in Asia

Citi appoints Tim Monger as head of the North and East Asia cluster alongside Amol Gupte as head of the South Asia and ASEAN cluster

Bellevue hires former UBS investment strategist

In this function, Heinz replaces the previous CEO of Starcapital, Manfred Schlumberger , who is looking for a new challenge, as was further learned.

St. James’s Place Tax and Legal Arm Expands in Singapore

He will be asked with growing the firm’s tax and estate planning offering in Asia.

Long-time investment expert sets out for new shores

Baschung played a key role in developing the bank's investment strategy

Atria Wealth Solutions Adds Two Powerhouse Recruiters

25-Year Recruiting Veterans Reunite with New Head of Recruiting

Hamilton Lane Names Head of Digital Assets

The appointment underscores the private markets firm's ongoing commitment to be at the forefront of adopting innovative technology solutions

Deutsche Bank’s Chief Administrative Officer Stefan Simon to join AFCA Board

He will be transferring these tasks as he takes on new, Board-related ones to Ulrich Goeres, who will be moving to the Expert Committee and will assume the position of Expert Committee Chair on an interim basis.

HSBC Hires Ex-UBS Private Banker for North Asia

Previously, he also spent 19 years at Goldman Sachs Private Wealth Management where he was its head of portfolio management group in Asia.

Rothschild & Co adds two Managing Directors to Technology team in North America

Expands well-established Technology sector to the East Coast with hiring of Michael Buchbinder in New York and Patrick Mastan in Boston

AJ Bell investment head exits for ACD

Matthew Brennan has left his position as head of investment management at AJ Bell for fund administration firm Valu-Trac.

Waverton strengthens national commitment to advisers with senior business development hire

She will report into Mark Barrington, Director and Head of Intermediary Sales, and will focus on supporting existing relationships, promoting Waverton's proposition and contributing towards increasing the overall AUM.

JFS Wealth Advisors names new Chief Investment Officer

Wealth management firm announces new leadership promotion

Executive Moves