Managers of Wealth

Boston Multi Family Office announces promotions

Rachel is dedicated to the administration of a wide portfolio of trusts and companies which include family trusts, trading companies and asset holding structures.

Lombard Odier Investment Managers bolsters fixed income sustainability expertise with senior Portfolio Manager hire

Erika Wranegard joins in Geneva to manage LOIM’s TargetNetZero Investment Grade Credit Strategies

Head of Wells Fargo Private Bank announced

Caperton to add to current role as head of WIM’s Banking, Lending, & Trust Center of Excellence

City National Bank Appoints Head of Private Banking

Veteran advisor led private banking in Los Angeles region

Bailard appoints industry veteran

Walker brings 22 years of experience serving ultra-high-net-worth families, advocating for financial literacy, diversity and inclusion

OCBC Bank creates new role to drive and accelerate transformation

These include a fully digitalised loan application and instant approval service, and an enhanced process that enables start-ups to open an account immediately after incorporation.

EFG Expands APAC Unit

In Hong Kong, EFG has hired eight relationship managers

Top Credit Suisse Dealmaker Defects

The exit of Weinberger, who has been with the Zurich-based bank for 25 years save for a brief stint elsewhere on Wall Street

Standard Chartered to hire, promote 3,000 as it targets business clients, rising incomes in Asia

The bank added more than 400,000 new clients in its affluent business in the 12 months ended in March

Quilter appoints new head of inclusion and wellbeing

Prior to joining Quilter, Tosin was global lead of inclusion and diversity (I&D) at the mobile operator trade body, GSMA

Brooks sales boss follows Gumpel to Aubrey Capital

Simon Pinner will join former Brooks Macdonald colleagues Jon Gumpel and David Neilson at the Edinburgh-based boutique

J.P. Morgan Nabs Veteran Merrill Private Wealth Exec

The move reunites Colavita with J.P. Morgan Advisors CEO Phil Sieg

Cresset Hires J.P. Morgan Private Banking Team

The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.

Technology Banker Returns to UBS

He will be back at UBS next month.

Sandstone Taps Wealth Manangement Veteran

He held senior positions at J.P. Morgan, Saudi International Bank, Strathclyde Pharmaceuticals, UBS and Credit Suisse.

Credit Suisse Strengthens Greater China Unit in Singapore

Huang has been appointed market leader and Wu has been appointed team leader.

Northern Trust Strengthens South Florida Wealth Management Team

He is an industry veteran who will leverage his extensive connectivity in South Florida to elevate our wealth management team and deliver exceptional solutions to our clients.

Bank of Singapore appoints Global Head of Wealth Planning

He reports to global head of products Lim Leong Guan.

digital wealth platform Hires Ex-Deutsche Bank MD

He will be tasked with driving growth, providing leadership for advisory and investment solutions

PwC plans 100,000-person hiring spree over five years

Audit and consulting firm’s $12bn investment plan emphasises ESG advice for clients

Executive Moves