Managers of Wealth

M&G appoints managing director for UK wealth arm

Will lead the expansion of M&G Wealth in the UK

Cresset Adds Five Ex-JPMorgan FAs

Kevin McGuire, Vanessa Ramich, Sarah Burney, Jake Schwinn and Dan Biondi have joined Cresset’s Denver office.

Bank of America Revamps Leadership, but C.E.O. Plans to Stick Around

The nation’s second-largest bank promoted several executives, although it’s unlikely that any of them will replace Brian Moynihan, the chief executive, anytime soon.

Taylor Wessing announced new Managing Partner in Dubai

Regarded as one of the world's leading lawyers in the private wealth sector, Ronald has also led the firm's Private Wealth sector group in the UK since 2019

Dan Hall appointed as EY’s UK Wealth & Asset Management Leader

Dan became a consulting partner in in 2012 and also joined EY’s Wealth & Asset Management leadership team at that time.

Swiss Lobby Replenishes Ranks From Paradeplatz

Rohner and Philippe Hebeisen, chairman of Swiss insurer Vaudoise, will join a group of vice-chairs of Economiesuisse, which advocates for business-friendly conditions.

Head of sustainable finance development exits J. Safra Sarasin

Has left the Swiss group after two years in the role.

Lombard Odier Asia’s Hiring Strategy

This has enabled us to continue providing clients with scale to deliver high-quality services across the different offices

Lombard Odier Asia’s Hiring Strategy

Lombard Odier’s business in Asia has been rapidly growing especially in the recent years. Could you share your views, objectives and approach to hiring in Asia?

Bitcoin Suisse Appoints New Research Head

There has been another change in the management ranks at crypto broker Bitcoin Suisse where a new head of research has been appointed.

HSBC AM Names Asia Real Estate Team

In her new role, she is responsible for the strategic growth of HSBC AM's real estate platform across Asia-Pacific, reporting to Joanna Munro, CEO of HSBC Alternatives.

Goldman Sachs Hires APAC Co-Head

In his new role, Sneader will work alongside co-head Todd Leland to develop Goldman Sachs’ client franchise and its strategic growth plan

Citi Taps Credit Suisse Banker for Asset Manager Deals

The GAM unit advises on dealmaking involving private equity firms, infrastructure firms and sovereign wealth funds.

Investec Wealth raids rivals for senior sales trio to lead growth push

The three join from senior positions at Aberdeen Standard Investments, HSBC Asset Management and Quilter Cheviot.

Pictet Names Asia Ex-Japan Head of HR

Pictet has 10 years of private wealth management experience with the bank and held various senior roles

Ocorian appoints a new Head of Global Funds

He is based in our Dublin office

GAM Nabs Sales Veteran

Stefan Kern joins GAM from AXA Investment Managers Switzerland

Veteran Credit Suisse Banker Joins Barclays

He had worked for the bank for around 22 years both in New York and London.

B. Riley Grows Wealth Management Division

20-year Veteran Financial Advisor Joins Firm as Managing Director, Investments

Northern Trust Strengthens Wealth Management Team

Fernandez has been with Northern Trust for 19 years, most recently serving as Senior Managing Director of a Wealth Advisory Team in Miami, FL.

Executive Moves