Managers of Wealth

Credit Suisse Trading Veteran Wins Wealth Role

The wealth arm was merged into one global unit seven weeks ago, and Francesco De Ferrari was last week named to run it.

LGT Bank Switzerland announces changes to its Executive Board

Starting from the second quarter of next year, Bruno Piller will assume responsibility for the entire Private Banking business of LGT Bank Switzerland.

UOB Names Regional Market Head for Private Bank

He reports to Chew Mun Yew, UOB’s head of private wealth.

DB appoints Regional CEO for Iberia and Chief Country Officer for Spain

He joins Deutsche Bank with over 25 years of Wealth Management experience, most recently as Head of Iberia for Credit Suisse’s International Wealth Management business.

BCGE creates new legal division and names board member

It will have 50 employees and will combine the current legal, compliance, tax compliance and litigation departments.

Credit Suisse Trading Veteran Wins Wealth Role

The Swiss bank's trading veteran Yves-Alain Sommerhalder is turning up trumps in its newly-unified private banking arm, finews.com has learned.

Advisory firm appoints ex VP Bank CEO and credit head as partners

Former VP Bank CEO Alfred Moeckli is one of them.

Advisory firm appoints ex VP Bank CEO and credit head as partners

Former VP Bank CEO Alfred Moeckli is one of them.

Financial advisor joins UBS

He spent the past five years as a Portfolio Management Director at Morgan Stanley

Credit Suisse Investment Bank Chair in Discussions to Exit

Previously, he was also the global head of asset management where he was a proponent of the Greensill supply chain funds which were launched in 2017 a year after his appointment.

Further appointments at Sancus

The hiring of Tony, Barry and the new starters this year and those we look forward to announcing in early 2022 will enable us to build on the successful foundations we have laid in 2021.”

Wilmington Trust boosts wealth team

These hires highlight Wilmington Trust's continued momentum in New York City, the Tri-State region, and beyond, which began with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.

Mercer expands investment team with three senior appointments

All three new hires join as Principals and will report to Dan Melley, Head of UK Investments at Mercer.

CIG Capital Advisors names Head of Wealth Management

Michele Hennessy Joins Firm to Support Continued Innovation & Growth

Mirabaud Advances Asset Manager to Equity Partner

Mirabaud Announces an Evolution in its Management Structure and appoints Anu Narula as new Equity Partner

Credit Suisse Unveils Leaders of Asia Pacific Unit

The region accounts for 19 percent of group revenue with client business volumes

Bitcoin Suisse Founder Steps Down From Board

He founded Bitcoin Suisse in 2013 and will remain with the company as Honorary Chairman.

BNY Mellon Wealth Management expands team

Joins BNY Mellon Wealth Management from WHYY

VP Bank Names Risk Chief for Asia

Based in Hong Kong, Chee will be responsible for all risk management strategies and operations while also supervising the bank’s legal and compliance functions in the region.

Bordier UK appoints a Director of Sales & Marketing

He will report to Bordier UK CEO, Jamie MacLeod, in his new role.

Executive Moves