Managers of Wealth

Regional bank executive exits

The bank’s CEO Marianne Wildi will take on his role

Finma expands board of directors with new member

The Federal Council had elected Benjamin Gentsch to the Board of Directors of the Swiss Financial Market Supervisory Authority FINMA.

Kleinwort Hambros appoint Head of Yorkshire office

Commenting on his appointment, Andrew Hillery, Head of UK Private Banking, said: “We are very pleased to announce Richard’s well-deserved promotion to head up our Yorkshire office.

JPMorgan says Barry Sommers leaves wealth management job

Sommers joined JPMorgan in 2008 when it bought Bear Stearns, where he worked.

$300M Merrill Lynch trio heads to RBC

The team joined an RBC branch in Edina, Minnesota.

Walker Crips CIO to depart after seven years

Also CEO of investment management business

JP Morgan names new int'l private banking boss after top exit

Nicolas Aguzin, currently JPM’s head of banking and CEO for Asia Pacific (APAC), has been named CEO of the group’s international private bank, a spokesman confirmed to Citywire Americas.

CIBC Expands North American Team with Five New Hires

David Moody joins CIBC as senior vice president in Dallas.

First Republic poaches $500M UBS wealth manager

“Greg is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our growing team of wealth managers.”

German private bank strengthens board for further growth

The management board of Bethmann Bankincludes Hans Hanegraaf, Stephan Isenberg and Michael Pleske.

BNP Paribas APAC Head Resurfaces As Head of Strategy

In his new role, Honig will move back to Europe and report to Francois Riahi

Zurich adviser plans raft of new additions

Clarus Capital has grown steadily since its founding in 2011, notably hiring six new client advisers from UBS in November 2017.

Edmond de Rothschild: Sweeping Cuts in Geneva

Some of the staff affected by the cuts in Geneva have been offered jobs in Paris, others will go into early retirement.

UBS Asset Management’s head of China onshore to lead regional business

In a sign of China's growing importance for UBS Asset Management's business in the region, Mr. Yin will stay in Shanghai after assuming leadership of the firm's Asia-Pacific business.

Twelve private bankers switch to Merck Finck

From 1 April 2019 Nikolai Hellwig (portfolio manager), Sven Schneider (private banker) and Sina Hachtel (assistant) will join the Munich based private bank.

CEO’s exit is ‘age-related’, VP Bank confirms

Urs Monstein, who has served as COO since May 2018, has assumed leadership in the interim.

Swiss Helvetia Fund announces new executive officers

The appointments coincide with the resignation of the Fund's executive officers and officers, all of whom are employees of Schroder Investment Management North America Inc., the Fund's investment adviser, or its affiliates, as previously disclos

Schroders expands intermediary business with Embark Group hire

Co-founder of Discus DFM consultancy

Appleby recruits three new lawyers in Guernsey

This is a great boost to our established Guernsey team and it further strengthens our ability to offer a seamless, multi-jurisdictional service to clients from our unique Crown Dependency network.”

Brewin Dolphin bolsters its Glasgow team with seven new staff

The appointments take the wealth manager's headcount in the city to 42

Executive Moves