Managers of Wealth

Von Graffenried Privatbank recruits competitors from Bern

There he built a network with private and institutional customers.

Fieldpoint Private Names Directors

Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast

Citi appoints new head of Switzerland

Switzerland is a strategically important market for the bank, it says in the message.

Paragon Capital Management Continues Expansion

In his new position, Sean will lead the management of a new equities-focused fund that is slated for launch in October.

First Republic boosts team

An accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.

Michael Maeser expands Wealth Management Team

In his new role, Maeser will oversee all aspects of the Huntington Private Bank's expansion into the region following Huntington's recent merger with TCF Financial.

Willis Towers Watson names new Global Leadership Team

This Global Leadership Team consists of voices across our geographies, segments and functions.

MGO Private Wealth appoints head of Family Office Services

Bringing experience in both private equity and private wealth management, David will concentrate on building out the firm's multi-family office practice and investment platform. H

ZEDRA appoints new Client Director and Director of Fund Management in Luxembourg

The announcement follows the recent appointment of Damien Fitzgerald as Head of Funds for Guernsey

UBS Names APAC Co-Heads of Capital Markets for Wealth Unit

The two succeed Conrad Huber who has taken on a new role as business sector head for global wealth management (GWM) China, Singapore, Indonesia and Japan International.

Zurich appoints Group Chief Strategy Officer

He will oversee all strategy resources globally and further strengthen coordination and collaboration between Group, regional and country offices to help ensure a solid outline and a consistent execution of the strategy.

Pictet Wealth Management appoints CEO for UK

He spent 18 years at Goldman Sachs, most recently as Managing Director, Head of Private Wealth Management, London.

Exodus At Quintet's Swiss Private Bank

Other departures include that of Thomas Siegenthaler and Kris Tegg, who both held roles at the Quintet parent group as credit chief and head of offering and distribution, respectively.

Geneva boutique hires ex-UBS veteran as head of Ticino

Laura Paganetti-Iaciancio previously worked at UBS for over 27 years, where she held a variety of roles.

Swiss wealth manager replaces veteran intermediaries head

The Swiss banker replaces Stefano Veri, who has overseen the so-called FIM business globally since 2015 and is retiring.

Antonio Horta-Osório’s Turbulent Times at Credit Suisse

This certainly applies to Antonio Horta-Osório.

Credit Suisse Nets Deutsche Private Banker

Previously, he worked for UBS and J.P. Morgan where he also focused on the UHNW segment.

Indosuez Wealth Management welcomes new Head of Asset Management for Hong Kong Branch

He will oversee asset management activities for the bank in Hong Kong across distribution, marketing and investor servicing of asset management-related products and offerings.

Four-Person Advisor Team Joins UBS

Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.

ING Appoints Shanghai Branch Manager

Previously, she also worked for MUFG Bank China and Intesa Sanpaolo SpA China.

Executive Moves