Managers of Wealth

Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list

Recognition of an exceptional career in Financial Services

Swiss Online Banking Veteran Has Another Go

The bank already disposes of a license and employs a staff of 40 based in Geneva.

Director to Industrial Technology team, further strengthening its German offices

Further bolstering the firm's capabilities in industrial technology specifically, Raymond James is also adding a Managing Director in the US focused on this sector to support the global momentum happening in the space.

EFG International appoints new CEO for South East Asia

Based in Singapore, he will also be a member of the management committee of EFG Bank in Asia.

Kestra recruits industry innovator as CIO

Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies

Julius Baer exits continue as LatAm advisor duo departs

Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.

Zug IAM hires banking veteran as executive director

In addition, his many years of experience make him a skilled link between the investment team and clients.’

Citigroup promotes Singapore retail bank head to oversee private client business in Asia, Europe

San San Chan will take the newly created role as head of Citigold Private Client business for Asia-Pacific and EMEA on October 1

Wisdom Hon joins expert panel to discuss COVID-19's impact on private clients

Wisdom leads the private wealth team in Hong Kong advising international wealthy families and trust companies

Six Wealth Managers Join First Republic

They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

BNY Mellon Wealth Management Names Senior Wealth Strategist

These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.

PINTEC Announces Changes to Management and Board of Directors

Both Mr. Wei and Mr. Dong will continue to serve on the board of directors of the Company (the “Board”) following their resignations from the Company’s management.

Quilter Cheviot expands investment management team

Joins from Canaccord Genuity Wealth Management

Withers hires senior disputes lawyer

Chenthil is an accredited mediator with the Singapore Mediation Centre, serves on the Advocacy and Criminal Practice Committees of the Law Society of Singapore and is a senior Advocacy trainer with the Law Society.

Oppenheimer Builds-Out Leadership Team

Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance

Senior promotions for Carey Olsen's corporate teams in Bermuda and Jersey

Nick has been a member of the Jersey corporate team since 2017.

MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager

She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.

Sedulo Wealth aims to hit £250m Funds Under Management with multiple appointments

Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service.

Rowan Dartington appoints Chief Investment Officer

His strategic and academic background will be invaluable as he transitions into the role of Chief Investment Officer

IQ-EQ appoints Business Development Director in Hong Kong

In his new role with IQ-EQ Hong Kong, Kenny will help maximise the organic growth of the group’s alternative funds business by building IQ-EQ’s network and winning new clients across Greater China and the wider East Asia region.

Executive Moves