Managers of Wealth

CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs

UBS taps Allianz GI Asia head Desmond Ng to lead Asia-Pacific asset management unit

Ng, who has nearly three decades of asset management experience, joins UBS from Allianz Global Investors, where he was the head of Asia Pacific.

Two new members on the Foreign Banks Board

The association continues to be headed by Adrian Nösberger , CEO of Schroder & Co Bank, as President, and Raoul Oliver Würgler as Managing Director.

UBS Appoints Asia Asset Management Headsset Management Head

He will also become a member of the unit's management team

Bank J. Safra Sarasin bolsters Asia leadership with major hires and signals robust expansion in the region

The new team will focus on further driving the Bank’s business development in the Greater China markets.

Welcome to John Plassard!

As a Partner, John will undoubtedly be a key driver of Cité Gestion's growth in the coming years, a growth that is already reinforced by the strategic partnership we have just entered into with the EFG* group.

StanChart Nabs Ex-DBS Executive for Private Markets

In this new role, she is responsible for leading the private markets build-out for the bank in Greater China.

Baloise brings in Kadermann from NPB Neue Privat Bank

Baloise has appointed Joël Renggli as a multi-asset trader and member of its management team.

Citi Board Elects Jonathan Moulds to Board of Directors

Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation.

BOS Expands Investment Advisory Council

Guo is the executive president and senior fellow at CF40 Institute, a non-government think tank in China.

Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth

With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future.

GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer

These leadership changes reflect that GAM has successfully transformed and is now well positioned for growth.

Executive Moves

CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

UBS taps Allianz GI Asia head Desmond Ng to lead Asia-Pacific asset management unit

Two new members on the Foreign Banks Board

UBS Appoints Asia Asset Management Headsset Management Head

Bank J. Safra Sarasin bolsters Asia leadership with major hires and signals robust expansion in the region

Welcome to John Plassard!

StanChart Nabs Ex-DBS Executive for Private Markets

Baloise brings in Kadermann from NPB Neue Privat Bank

Citi Board Elects Jonathan Moulds to Board of Directors

BOS Expands Investment Advisory Council

Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth

GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer

Oakbridge Group announces leadership restructure

Haydn Aird appointed new Head of Banking to lead Manchester office

JP Morgan AM appoints head of Mideast asset management

Quilter appoints Warren Vickers as commercial director of distribution

Sygnum Expands Board with Industry Heavyweights to Drive Global Expansion

Allison Mais appointed chief operating officer of VM Investments and VM Wealth

ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami

PKB’s wealth manager names managing partner