Managers of Wealth

EFG hires industry vet from Pershing to lead LatAm operations unit

A spokesperson for EFG confirmed his hire.

UBS Appoints Financial Advisor in Los Angeles County, CA

She provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.

Sandie O'Connor Elected to the Board of Directors of BNY Mellon

She held several senior leadership positions at the firm including Global Treasurer and head of Prime Services and was a member of the firm's Executive Committee.

Valiant recruits new head of wealth management for Northwest Switzerland region

Roland Graf joins from Basler Kantonalbank.

Head of UOB Private Bank Exits

In the first half of 2021, UOB’s assets under management for high affluent clients – which includes private banking clients – increased 7 percent to S$137 billion ($100 billion).

Sanctuary Wealth Appoints Director Head of Global Marketing and Digital Strategy

She has proven herself to be a leader with an entrepreneurial mindset capable of leading strategic communication initiatives and developing and implementing successful marketing strategies.

IQ-EQ Hires Director of Private Wealth in the Americas

In this newly created senior role, Darrell will be based in IQ-EQ’s New York office.

Jupiter hires George Osborne firm to build takeover defence

Shares in Jupiter have shot up 8% on news the £61bn fund firm has hired M&A advisory boutique Robey Warshaw to help build a strategy to keep predators at bay.

Brookes appointed chief investment officer of Quilter Investors

He succeeds Bambos Hambi who has taken the decision to retire at the end of 2021.

SocGen PB Switzerland reaches board gender parity with appointment

As a result, four of the eight members are now women, including chair Anne Marion-Bouchacourt.

Credit Suisse Loses Veteran Banker in Spain

Martos' move follows the departure of 15 bankers from the Spanish branch this summer, according to the Spanish outlet.

Credit Suisse appoints Wealth Management CEO

The new appointments are in line with the Group’s new strategy and organizational structure

Credit Suisse Expands Blockchain Pioneer's Remit

Most notably, it is adding a new board committee for digital transformation and technology, and tasked Blythe Masters with overseeing it.

Carey Olsen expands trusts and private wealth team in Bermuda

A member of the Society of Trusts and Estates Practitioners (STEP), Stephanie has been recognised in The Legal 500 Caribbean since 2017.

Schroders Personal Wealth bolsters ranks with ex-soldier and Barclays veteran

Schroders Personal Wealth has made a string of hires in its Yorkshire and Oxford offices.

Bantleon Bank expands portfolio management team

He comes from an asset manager in Zurich.

Blackstone Announces Two New Senior Leadership Hires

BAAM to manage assets of CAM Capital

Credit Suisse Appoints Japan Head of Private Banking

Based in Tokyo, Yamamura has worked with Credit Suisse for 11 years and was most recently also a market leader for the Tokyo market in addition to his role as the interim Japan head of private banking.

Wilmington Trust Bolsters Southeast Team

These hires highlight Wilmington Trust's continued momentum in the Southeast and beyond, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.

BlackRock Switzerland chairman to exit

Vice chair of BlackRock Switzerland, Barry O’Dwyer, will take on the role of interim chairman starting from 1 January 2022.

Executive Moves