Managers of Wealth

Boutique Nabs Two UBS Bankers

Steiner also developed a global resident partners desk for UBS which tended to clients moving country.

Saranac Partners boosts Private Capital Team

Saranac Partners has enjoyed strong growth over the past 18 months and has appointed five Client Advisors during 2019 as well as Riccardo Pavoncelli and David Bloom as Non-Executive Directors.

Deutsche Bank Wealth Management adds strategic hires to Global South Asia team

Achal Aroura joined last month as group head of the GSA team based in Dubai.

Private bank loses head of Edinburgh office

It was not known who may replace the pair.

Private bank launches digital investment tool and appoints new Chief Digital Officer

Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients.

Westpac Board announces CEO and Board changes

This will enable an incoming Chairman and the Board to oversee the appointment of a permanent CEO.

OCBC Prefers Next Leader To Be From The Inside

Under Tsien's leadership, the group has spent meaningfully to grow its footprints in banking and wealth management

Wealth manager targets Singapore

Has already amassed $2.5bn in assets under management, with offices in London and Monaco.

Simon Lints is leaving his role as CEO of Schroders Wealth Management in Singapore

We feel confident that someone who is this passionate about the business and about the people he works with

Global consulting firm launches Geneva office led by ex-MBaer founding partner

The Sionic-Geneva team is part of Sionic’s specialist Wealth Management & Private Banking Practice, led by Sionic Managing Partner Gilly Green.

Julius Baer names new German-speaking Switzerland head

He will be responsible for business with private banking clients in the Zurich area.

Helena Morrissey joins St James’s Place board

Morrissey will take on the non-executive role at the wealth manager from January 2020

EFG International Strengthens Singapore Team

EFG has also hired five private bankers from Bank of Singapore to its Global South Asia team as executive directors, based in Singapore

UBS hires senior Macquarie analyst after cuts

UBS has maintained one of the largest research divisions in Europe at a time when some competitors have been cutting back

Vanguard makes key investment management appointments

The global team comprises more than 180 investment professionals and is responsible for the oversight of USD1.7 trillion in assets.

Multi-Family Wealth Management Boutique appoints new President

Mr. Schneider’s career includes over 25 years of experience in wealth management

Advisor Successfully Recruits Hybrid Wealth Management Practice

SWA provides its clients with an integrated financial planning and wealth management experience

JTC announces Geneva-based Head of Private Office

With extensive international private client experience over a career of some 25 years across Asia, Europe and South Africa, Matthias has expertise in administration, accounting and finance, investments, real estate, compliance, regulatory, legal and tax m

Brooks Macdonald hires new Head of North

“It is a pleasure to welcome Jonty to the team and his industry experience will be a real asset to our Manchester and Leeds teams."

Geneva WM hires new managing partner

‘The country is home to some of the world’s largest fintechs and a new wealth creation phase is already underway with more M&A and IPOs.

Executive Moves