Managers of Wealth

Hightower Names Lisa Dolly, Former Pershing CEO, and Darrell Horn of Green Square Wealth Management to Board of Directors

Hightower CEO Bob Oros will take on the Chairman role

Wells Fargo Advisors Embraces More Execs from Private Bank

Cross-selling bank services to wealthy investment clients is now a given at firms like Bank of America-owned Merrill Lynch, whose advisor team pages include bank and trust liaisons, UBS Wealth Management Americas and Morgan Stanley.

New chair named for Iress

Sharp will join the Iress board as a non-executive director and chairman-elect. He is currently chair of Webjet and deputy chair of Tourism New Zealand.

HSBC Singapore CEO to Depart for New Role

Wong said that under Cripps' leadership, HSBC made key people hires, strategic technology upgrades and proposition enhancement, which resulted in strong underlying revenue growth for the franchise and its wider Asean business.

EFG International appoints Enrico Piotto as Chief Risk Officer

He is a seasoned finance and risk management professional with 20 years of experience in the banking industry.

Standard Chartered Hires Security Specialist

Walter has also held senior security roles in Pivotal, Prudential and Natixis where he built and developed security strategies, architectures, and practices in the region as its chief security officer for APAC.

Temenos Proposes Nomination of New Board Member

He has significant experience enabling public software technology companies to grow and scale their businesses worldwide.

Citi names client director from within

The experience of 2020 highlighted that we need to work more closely with clients than ever before

Citi promotes Conor Davis into top sales role in its markets unit

Citi has been searching for a replacement for Jim O'Donnell, who took on a new role as head of Citi's new global wealth unit unveiled by incoming chief executive Jane Fraser in January.

"Post-Brexit Britain Global Safe Haven For Business"

Avonhurst appoints Dr Pippa Malmgren; former advisor to White House & UK Department for International Trade

Bonhôte Hires Ex-Banker to Lead Real Estate Unit

He began his career in the banking sector before moving into real estate in 1992.

Brown Shipley hires Chartered Planner from S&W

The new joiners are the latest in a number of new hires for the wealth management firm.

Andrew Dougall appointed Global Head Casualty at Swiss Re Corporate Solutions

Mr. Dougall brings with him over two decades of underwriting and leadership experience

Iress appoints head of corporate development and infrastructure

Prior to joining Iress, Mr Angus held similar senior roles at AMP, Computershare and EY as well as operating his own consulting and advisory firm.

Wealthify appoints new CIO

As CIO, David will sit on the Senior Leadership Team and he will continue to lead Wealthify’s investment strategy across the platform’s broad portfolio of investment options, from ISAs to SIPPs to general investment plans, all designed to make

Change in the Board of Directors of Julius Baer

The announced changes are also expected to be reflected in the Board of Directors of Bank Julius Baer & Co. Ltd.,

Swiss Bank Taps Ex-Brewin Dolphin CEO

The appointment of Nicol is a nod to Julius Baer's efforts in the U.K. where CEO David Durlacher has opened regional offices in Belfast, Edinburgh, Leeds, and Manchester alongside its London branch in the onshore push.

Equiom appoints Melanie Griffiths as Head of Client Solutions, Private

Melanie is a strong addition to our Private Wealth team and brings a robust foundation of wealth advisory and tax and estate planning knowledge.

Robert Karofsky Appointed Sole President UBS Investment Bank as Piero Novelli Retires

Together, Karofsky and Novelli successfully reshaped the Investment Bank, realigning efforts around clients’ evolving needs, focusing resources on opportunities for profitable growth, and reinvesting in the bank’s digital transformation.

IQ-EQ appoints Mirek Gruna as Chief Commercial Officer for Jersey

He has more than 15 years’ experience in financial services

Executive Moves