Managers of Wealth

Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group

The Zandbergen Group launched in late 2020 and recently opened their new state-of-the-art office in Laguna Beach, California

Rothschild & Co appoints Mike Allen as Senior Adviser to Guernsey Wealth Management business

Mike has more than 35 years’ experience in wealth management, corporate and investment banking.

BNP Paribas Switzerland WM appoints head of Middle East and Africa

Ramzi Mouawad now reports directly to Hubert Musseau, CEO BNP Paribas Wealth Management Switzerland & Emerging Markets.

HSBC names new regional head of IWS Asia-Pacific

Stefan Lecher joins after spending 17 years at UBS in key global wealth management roles

BNY Mellon Shuffles C-Suite Heads

Before joining BNY Mellon Wealth Management, Grant served as head of global investment and product strategy for Mellon Investments.

Asset Manager Hires Head of APAC Client Coverage

Wang will report to Dirk Goergen, head of DWS’s client coverage division and member of the executive board, based in Frankfurt.

StanChart Names Global Head of Transaction Banking FX

Tan will be tasked with driving FX cross-selling by leveraging transaction banking flows across the corporate, commercial and institutional bank (CCIB).

Credit Suisse Has New Head of Ultra-Wealthy German Clients

Tschopp was appointed as head of the division only last year and it likely now starting to make relevant management and organizational changes.

GAM Appoints New Global Head of Wealth Management

These appointments mark another step in the implementation of GAM’s growth strategy.

Schroders Grows APAC Sustainability Hub

The firm has hired a pair of ESG specialists, as it continues the build-out of its Regional Centre of Excellence for Sustainability (CoES) in Singapore.

Family office partner exits to join Credit Suisse

Beforehand, he worked at UBS for 20 years, including as head of UHNWI Israel, Turkey and Africa.

Tilney adds investment team in North East

Tilney said it expects to grow the Newcastle-based investment management team further.

abrdn strengthens Adviser Executive Team with two key appointments

He will be based in London and will join the business later in the year.

Credit Suisse Strengthens Singapore Private Banking Unit

A spokesperson for the bank confirmed the new appointments.

Fidelity International Names Japan Head of Investments

Fidelity International has hired a former BNY Mellon executive as its head of investment in Japan.

Citi Private Bank strengthens family office business in Asia

Gan has 16 years of deal experience in the U.S., Hong Kong and Southeast Asia across equity and debt capital markets, mergers and acquisitions, leveraged acquisition financing, pre-IPO/mezzanine fundraising and syndicated loans.

Wealth Management Boutique Expands Family Office

To Provide a Full Suite of Family Office Services to the UHNW Market

Indosuez Wealth Management appoints New Head of North Asia Market

Alfred’s dual role as Head of North Asia Market and Strategic Partnerships will allow us to further strengthen the front line teams as well as exploring new business opportunities for the Bank in Asia.

The Fondation de Luxembourg adds to board

The Board of Directors of the Fondation de Luxembourg welcomes these two new members and looks forward to their future collaboration.

Whitman beefs up Private Client team

Further appointments are planned in the coming months.

Executive Moves