Managers of Wealth

Cantonal bank names vice director

Obwaldner Kantonalbank has appointed Sandro Frigg, currently head of corporate client consulting, as vice director.

IQ-EQ appoints Head of Client Development in USA

In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.

Dentons appoints Global Head of Family Office and HNW Group

Marshall joins Dentons as a principal and will be based in New York.

CNB expands Wealth Management division

Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.

New management structures at LGT to come into force at the beginning of 2021

The new management structures will come into force according to plan starting from the beginning of 2021, the year in which LGT will be celebrating its 100th anniversary.

Senior Banker Departs Credit Suisse for RBC

The private banking and management consulting veteran will help support the growth of RBC Wealth Management's China market business.

Union Bancaire Privée has great ambitions in Ticino

The company has already examined various acquisitions in Italy, but has not yet been concluded.

Schroders APAC COO Joins Eastspring

She reports to Wai-Kwong Seck, chief executive officer, Eastspring.

Vontobel Makes Asset Management Foray into Onshore Japan

Yoshino has more than 25 years of asset management experience and was previously responsible for institutional sales and client service at Goldman Sachs Asset Management.

HSBC Private Banking Names Southeast Asia Market Heads

He has 23 years of experience the financial industry and joined HSBC Private Banking in 2019 from Standard Chartered Private Bank where he headed the Singapore market.

Migros Bank Appoints ex-Vontobel Sales Expert

Migros Bank is working on its distribution channels and has appointed a specialist for the task who used to be in charge of the platform solutions of Zurich-based private bank Vontobel.

UBS Hires Leading Private Wealth Management Advisor Team in Atlanta, Georgia

The team will report to Lane Strumlauf, Southeast Private Wealth Management Market Head.

Ogier welcomes new director and head of Private Wealth in Asia

Jacqueline has numerous accolades to her name, including being named in The Citywealth 2018 IFC Power Women Top 200 and the Citywealth 2019 Top 10 Professionals in China and Hong Kong.

Broadridge Names LTX Chairman of the Board

Mr. Certosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions.

Tilney Smith & Williamson appoints Simonetta Rigo as Chief Marketing Officer

She has successfully led teams through periods of business transformation, brand repositioning and achieved major improvements in both client engagement and new client acquisition.

HSBC Appoints Singapore Head of Securities Services

In her new role, she will report to Brian Godins, Asia Pacific head of securities services and Gavin Powell, Singapore head of markets and securities services.

Aslam Shareef appointed Director of Funds

He will lead the Funds department of Fairway Group working closely with CEO Louise Bracken-Smith and the existing Funds team.

Peapack Private Wealth Management Hires Team from Noyes Capital Management

Scott and Leigh are joining the firm at the perfect time.

BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL

Laura's significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families.

BIL Suisse appoints Hartmut Vollmer Head of Wealth Management Growth Markets and Tobias Kamber General Counsel

Prior to joining BIL Suisse, he held the position of Deputy General Counsel Private Banking at Julius Baer and also headed t

Executive Moves