Managers of Wealth

Credit Suisse unveils new wealth management structure

He is now chief operating officer of the Swiss private banking business.

Key Private Bank named regional sales leader for Central New York

She is responsible for leading the sales and service efforts of Key Private Bank

Swiss group hires former Allfunds selector to replace fund research head

Current selection chief Dalibor Kolcava is leaving the firm after 12 years.

Objectway appoints CEO for the DACH region and Group Banking Practice Leader

Karl joins Objectway’s management team to develop and execute the group expansion strategy in the DACH region and in the core banking market in Europe.

Geneva PB hires credit development head to expand offering

He previously worked at Migros Bank for 25 years, during which he also headed the private clients department and later joined BCGE.

Deutsche Bank Hires Credit Suisse’s Trio to Woo Saudi Ultra-Rich

A Geneva-based team from its Swiss rival will join Deutsche Bank’s offshore team on March 1.

Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management

Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.

Peltz wins Janus board seats, gives up position at Invesco

Peltz and Trian CIO Ed Garden have now joined Janus’s board.

Aubrey Capital Management appoints new investment manager from UBS

Wilson takes over from John James

Google cofounder Sergey Brin’s family office to open in Singapore

He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.

New Chair of Guernsey Green Finance Strategy Group announced

Deputy Moakes, who is Chair of the Financial Services Forum and also the financial lead for the Committee for Economic Development, is known for his support of the green/blue economy and sustainable finance.

UBS appoints GM of Asset Management Taiwan

Before joining UBS Asset Management, she worked at Legg Mason Investment Advisory as General Manager, responsible for the company's operations management.

Basel Committee appoints new Secretary General

He has been Deputy Secretary General since July 2014.

An industry veteran says goodbye

After 30 years of service to the Entris companies, Jürg Gutzwiller will take regular retirement at the end of September 2022.

Brewin Dolphin announces new head of office in Nottingham

Robin joined the Nottingham office as an investment manager when it was established in 2008.

Julius Baer restructures LatAm unit, Mexico head exits

The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.

HSBC Bolsters Wealth Unit With Bank of Singapore Hire

He will be tasked with the development of capital market products and platforms across the bank’s wealth segments as well as online trading offering.

UBP Nets Ex-CCB Banker for Greater China Market

Based in Singapore, Suen will be tasked with strengthening the bank’s Greater China client coverage and providing bespoke advisory for the market’s ultra-high net worth clients.

Schroders Personal Wealth strengthens leadership team

He will work closely with the business development and client engagement teams to drive marketing initiatives and growth strategies.

PIMFA boosts board

Nick sits on a number of Redmayne Bentley’s key control committees and is a member of the Main and Executive Boards where he is central to Redmayne Bentley’s business strategy and development.

Executive Moves