Managers of Wealth

Itaú Names New CEO at Swiss Wealth Arm

The Brazilian bank appointed a former UBS wealth manager to run its Swiss private bank, finews.com has learned.

Inyova Hires Marketing Expert in Expansion Bid

The impact investor fintech is hiring a marketing chief, following its plan to expand into other European markets.

PNC Rebrands Wealth Businesses as Lenders Vie for Rich Clients

Don Heberle will head the newly branded PNC Private Bank

Credit Suisse Unit Appoints After Greensill

A Credit Suisse managing director, Muirhead takes over the job from Filippo Rima, who in turn last month took over the top fund job in Switzerland as well as Europe, the Middle East, and Africa last month.

HSBC manager who wrote 48-page report about racism in the workplace quits

Ian Clarke resigned in an email sent to about 1,000 staff and senior managers

DBS names new Independent Director to Board of Directors

Judy Lee, banking and risk management veteran, to join DBS Boards on 4 August 2021

Nomura Continues Push into Wealth Management with New Hires

In January, the firm had announced the hiring of over 20 wealth management professionals into the business as part of the expansion plans.

Advisor leaves Canaccord to rejoin Richardson Wealth

New recruit credits firm's reputable name, integrity, and start-up feel as reasons for return after 25 years away

Schroders APAC co-head departs

He leaves Schroders with a track record of success in the roles he has held over the last decade.

Fiduciary Trust International Appoints Head of Family Office Services, Foundations & Endowments, Strengthening Suite of Offerings for These Clients

He will work with experienced professionals across the organization

Barclays makes senior leadership appointments across Crown Dependencies

As Barclays approaches its 100 year anniversary of being present in all three islands, these appointments underscore its commitment to deliver exceptional service to clients and helping to secure future prosperity for the local communities.

BNY Mellon Wealth Management Names New Regional Director, Head of Portfolio Management in New England

He joined BNY Mellon Wealth Management in 2000 from the firm's Pittsburgh office where he held a variety of roles.

Goldman Sachs hires for family office offering

Both are Australian but are returning home after careers overseas.

JM Finn Top 100 star tapped by ex-colleagues for new boutique

Alasdair Pike has followed former JM Finn colleagues David Stevens and David Roblin to Raymond James’s fledgling Royal Exchange wealth boutique.

Brooks Macdonald International appoints head of Guernsey office

Brooks Macdonald set up both its Guernsey and Jersey offices in 2012.

HSBC Names Head of Qatar Private Banking

In the announcement, Tabbara said Qatar is a «very important market for Private Banking in MENAT.»

Zurich PB appoints executive board member

He previously held various positions at BHF Bank Switzerland, Credit Suisse, UBS and Berenberg Bank Switzerland, which is now called Bergos.

Ihag Privatbank Taps Berenberg Banker

Schrupkowski has over 25 years experience in international private banking.

Deutsche Bank Stalwart Decamps for State Street

Based in Singapore, Tan reports globally to Brenda Lyons, global head of asset servicing product, and regionally to Mostapha Tahiri, chief executive officer for Asia Pacific.

StanChart Nabs HSBC Private Banker

Based in Singapore, Sud reports to senior client partner Suresh Nair who joined the bank in January this year and reports to private banking team lead of Singapore and Malaysia Adeline Chow.

Executive Moves