Managers of Wealth

Credit Suisse: Private Banking Veteran Departs

He joined Credit Suisse 23 years ago already involved in its alternatives business, structuring, and marketing products for distribution.

J. Safra Sarasin hunts for new PM

This new opening comes hot on the heels of several others this year

Former UBS wealth boss takes charge of smaller rival KBL

KBL's 72 billion euros ($80.3 billion) in assets and 2,000 employees are puny compared to UBS.

Rothschild & Co strengthens Wealth Management team in Frankfurt

Flade will enrich the field of Ultra High Net Worth Individuals Business Unit in Germany

Rockefeller Scoops Up $1 Billion UBS Team

Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller

Ex-GAM Chief Counsel Resurfaces

Moritz was previously with UBS, Swiss Re, and Blackrock in Switzerland, where he departed as deputy chief counsel in 2017.

Golden Equator Appoints Renowned Philanthropy Advocate Christopher Wilson as Philanthropy Ambassador

Wilson is a social entrepreneur, philanthropy advocate, and finance professional with more than 30 years of experience in banking, consulting, asset management, and technology.

Citi taps Carney for dual role of Singapore CEO and ASEAN consumer banking head

Carney holds an MBA from the University of Pennsylvania’s Wharton School of Business and a BA in Economics from the University of Michigan.

Helm Godfrey appoints head of responsible investment

Ditchfield is well known as a pioneer of responsible and sustainable investment and a leading figure in the industry.

Finantix further strengthens senior leadership team by appointing Tim Wood as CFO

Highly experienced software and technology CFO professional to lead financial operations and play an integral role in Finantix’s global expansion strategy

Charles Stanley head of investment management exits

It is hoped the transformation project will standardise processes and create a simplified organisational structure.

Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management

The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.

Premier AM creates responsible investment head role for HSBC hire

Bringing over 20 years' investment industry experience to the role, Winch previously worked as a director and policy head at the Principles for Responsible Investment and BT Pension Scheme Management.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.

Goetz Fitzpatrick Expands Its Trusts & Estates Practice to High-Wealth Individuals, Family Offices, and Family Businesses

Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.

Executive Moves