Managers of Wealth

J.P. Morgan Hires Head of Ops For Private Banking in Asia

Tan has nearly three decades of banking experience with a focus on back-office capabilities.

Nicola Wealth expands global equity coverage group

Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities

UK wealth manager appoints new CEO

Brown Shipley has recorded sustained growth; the firm currently counts 360 staff in eight UK offices, managing some £10 billion in client assets.

UBS Veteran Surfaces at Wealth Start-Up

McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.

Top European Lawyer Leaves Credit Suisse

A 17-year legal veteran of the Swiss bank responsible for contentious regulatory and complex investigatory work is exiting.

PwC appoints new head of asset and wealth management

A partner at the firm since 2014, Charles has more than 20 years’ experience in financial services

Weatherbys hires ex-Barclays man as head of investments

The appointment comes as the Bank reports a strong 2021, with cash deposits growing 29% last year.

Credit Suisse Names Entrepreneur Banking Heads

Tucker, who previously worked as a managing director at Nomura, will become a managing director.

WH Ireland hires wealth management head

Michael Bishop to lead the next phase of development

Schroders focuses on promoting talent in 2022

Announcing some changes to our group-wide leadership team that promotes internal talent and enables us to better meet the evolving needs of our clients.

Standard Chartered appoints Group General Counsel

Dr. Okoro is currently Senior Vice President and World Bank Group General Counsel, and Vice President for Compliance at the World Bank, and will join the Group in early-April 2022.

Former UBS AM sustainability head joins LGT Private Banking

The new hire worked in sustainability research for more than 20 years.

HSBC Hires Wealth Solutions Duo in Asia

Both report to APAC regional head of IWS Stefan Lecher while Wong has an additional functional reporting line to global head of UHNW solutions group Patrick Boumalham.

Accuro expands Jersey office

They are both industry professionals of the highest calibre and they bring extensive experience in managing diverse and complex assets, working closely with client families and their advisors.

Rockefeller names Asset Management Chair

Prior to joining Rockefeller in 2019, Clark was Managing Director and Director of Sustainable and Impact Investing at Glenmede, instrumental in launching and building its business.

DBS Bank gives current MD and market head Shannah See a new role

She started her career in the consumer banking division of the bank and rotated through various functions such as product management, strategy planning and frontline sales.

Credit Suisse head assumes private wealth role at KKR

Jacqueline Zhuang joined KKR as head of private wealth for Southeast Asia and director of its client and partner group in December.

Head of wealth management firm Brewin Dolphin in Wales stands down

David Myrddin-Evans, who will remain with the firm, has been succeeded as head of the firm's Cardiff office by Geraint Hampson-Jones

Credit Suisse Shuffles Investment Bankers

It is signed by David Miller, who is head of capital markets and advisory in the wider investment bank, which he briefly represented in top management until a revamp in 2020.

FINMA Executive Board: Thomas Hirschi to lead banking supervision

Thomas Hirschi has led the Asset Management division since 1 January 2020 and is a member of FINMA’s Executive Board.

Executive Moves