Managers of Wealth

J. Safra Sarasin hires executive director in Singapore

His last banking role was with DBS Bank, as head of external asset managers from February 2012 to June 2016.

Waverton hires Coutts entrepreneurs specialist

The firm also added £1bn to its £6.2bn client assets in December after the purchase of London-based wealth rival Timothy James & Partners for an undisclosed sum.

Ingrid Huber joins Clarus Capital

Senior banker Ingrid Huber is leaving an independent asset manager to join Clarus Capital.

UBS's long-time Americas chief investment officer to step down

“This is a constantly evolving investment landscape and it’s important to have a change periodically,” said Ryan

Diginex appoints Asia Chairman

Based in Hong Kong, Yoon will work closely with Diginex business heads to bring its digital asset financial services and blockchain solutions to partners and investors throughout Asia.

RobecoSAM appoints lead PM to CHF 580m AUM thematic fund

Beforehand, he was an investment analyst at Schweizerhall

EFG appoints head of LatAm private banking

Cruz joined EFG’s Miami offices in March 2017 following close to four years as head of investments for Citi.

Quilter Investors hires new Portfolio Manager from 7IM

He is a CFA charterholder and started his career in investment banking at Goldman Sachs

Clarus Capital poaches senior banker from IAM

Thanks to this structure I enjoy a lot of freedom and can concentrate on advising my clients,’ said Huber.

Banking and Finance and Funds teams welcome senior associate promotions in Luxembourg

Before joining Ogier in 2019, Milan worked in the investment management team of another international law firm in Luxembourg.

Change of CEO at Bank Thalwil under special circumstances

The 52-year-old Sandro Meichtry , the previous head of sales, has been appointed the new CEO and CEO.

Swiss ISP Group grabs ex-Vontobel team

The ISP Group was founded in 1993 and operates in Switzerland as a licensed securities dealer and is subject to the Swiss Financial Market Supervisory Authority.

HSBC hires senior securities services exec from Citi

He will become a member of the Securities Services Asia Pacific Executive Committee and Asset Owners & Managers Management Committee.

BNY investment specialist joins Miami bank's wealth management team

Pendas previously worked as a senior portfolio manager for BNY Mellon’s wealth management division in Florida for more than five years.

Fiduciary Trust International Appoints Lisette Cooper, PhD to Board of Directors

Dr. Cooper also led the firm’s investment committee. Dr. Cooper and her Athena Capital team developed an endowment investing approach to building diversified portfolios for a variety of clients, including high-net-worth clients and their families.

Refinitiv appoints head of digital solutions for wealth management

Charles Smith to lead ongoing digital transformation servicing wealth management firms and their advisors.

Troy promotes Citywire A-rated research boss to board

The firm's head of research was made one of its nine directors on Monday.

Citi Private Bank’s Jyrki Rauhio resigns

His other subsequent roles were global chief operating officer for investment finance based in London, and head of investment finance and banking, Asia-Pacific, based in Hong Kong.

Zurich advisory firm hires partner

He also worked at Bellecapital as an asset manager and at Credit Suisse and UBS as a client relationship manager.

Northern Trust Appoints Stephen Miyabe to Lead Pasadena Market

Miyabe joined Northern Trust in 2019 as the West Region Practice Lead for Estate Settlement Services.

Executive Moves