Managers of Wealth

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.

Gresham House taps Citi and EY for strategic equity team hires

The duo will join the alternative asset manager in the division led by Citywire AA-rated Ken Wotton.

Boston Consulting appoints North America regional chair

Succeeds Joe Davis to Become First Woman to Lead the Region

Standard Chartered bolsters Europe & Americas securities services team

He has served at Standard Chartered since 2010

Raymond James bolsters boards with key appointments

Investment dealer names seasoned professionals as independent directors to trust businesses

UBS Poaches Middle East Team From Rival

“Credit Suisse is fully committed to the Middle East region and will continue to invest.”

VP Bank Rehires Ex-Swiss Boss for Revitalization

The CTO will become a member of VP Bank’s Key Management team and will report directly to the CEO of VP Bank Group.

Baumann Banquiers Partner Leaves

From September, Baumann’s management will consist of Burkhardt and Chairman Daniel Rüedi. Preiswerk remains a «silent» partner.

Executive Moves