Managers of Wealth

Geneva boutique hires ex-UBS veteran as head of Ticino

Laura Paganetti-Iaciancio previously worked at UBS for over 27 years, where she held a variety of roles.

Swiss wealth manager replaces veteran intermediaries head

The Swiss banker replaces Stefano Veri, who has overseen the so-called FIM business globally since 2015 and is retiring.

Antonio Horta-Osório’s Turbulent Times at Credit Suisse

This certainly applies to Antonio Horta-Osório.

Credit Suisse Nets Deutsche Private Banker

Previously, he worked for UBS and J.P. Morgan where he also focused on the UHNW segment.

Indosuez Wealth Management welcomes new Head of Asset Management for Hong Kong Branch

He will oversee asset management activities for the bank in Hong Kong across distribution, marketing and investor servicing of asset management-related products and offerings.

Four-Person Advisor Team Joins UBS

Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.

ING Appoints Shanghai Branch Manager

Previously, she also worked for MUFG Bank China and Intesa Sanpaolo SpA China.

Gresham House taps Citi and EY for strategic equity team hires

The duo will join the alternative asset manager in the division led by Citywire AA-rated Ken Wotton.

Boston Consulting appoints North America regional chair

Succeeds Joe Davis to Become First Woman to Lead the Region

Standard Chartered bolsters Europe & Americas securities services team

He has served at Standard Chartered since 2010

Raymond James bolsters boards with key appointments

Investment dealer names seasoned professionals as independent directors to trust businesses

UBS Poaches Middle East Team From Rival

“Credit Suisse is fully committed to the Middle East region and will continue to invest.”

VP Bank Rehires Ex-Swiss Boss for Revitalization

The CTO will become a member of VP Bank’s Key Management team and will report directly to the CEO of VP Bank Group.

Baumann Banquiers Partner Leaves

From September, Baumann’s management will consist of Burkhardt and Chairman Daniel Rüedi. Preiswerk remains a «silent» partner.

Fiduciary Trust boosts team

Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.

Digital wealth manage announces senior hires

The appointment comes on the heels of three other major hires from April to June 2021, which include head of new business Jack Prickett, head of finance Brice Derouet, and head of partnerships Laurens Koppelaar.

Bravura Solutions appoints new Chief Executive Officer

During my tenure, Bravura has grown into a highly regarded and deeply trusted partner to some of the world’s most important financial institutions

The private wealth firm hires head of philanthropic services

Co-founder and executive director Andrew McKie said he is excited to see Chenoweth join the team.

Zurich names Group Chief Data Officer

Mr. Kasahara will be based in Zurich, Switzerland, and report to Ericson Chan, Group Chief Information and Digital Officer.

Hurst Point Group claims former Sanlam Wealth CEO

Will start on 6 September

Executive Moves