Managers of Wealth

Credit Suisse Nabs Ex-Kotak Mahindra Duo

They will be based in Delhi and Mumbai, respectively.

Credit Suisse Wealth Management India announces two senior hires

Suveer Modi joins as senior relationship manager, Private Banking India Onshore. Based out of Delhi, he will be directly reporting to Matta, and will significantly enhance the bank’s coverage in North India.

Brown Shipley names new wealth planning head

Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.

UBP EAM head joins Zurich IAM

Markus von Holzen played an important role in building the EAM business of Union Banque Privée in Zurich.

ZEDRA appoints MD, Active Wealth, ZEDRA UK

He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.

Private wealth specialist joins Ogier in Guernsey as partner

Ogier's award-winning Private Wealth team is expanding globally and we are delighted that Catherine has rejoined us in Guernsey, bringing with her considerable expertise in dealing with complex contentious and non-contentious trust matters.

Former Brewin Dolphin CEO joins Multrees as chairman

The firm has ambitious growth targets and plans to double its client base within the next five years.

Bordier appoints Vontobel PB veteran

Also working in Bern is Jürg Legler, who joined Bordier in October.

Bordier appoints Vontobel PB veteran

Also working in Bern is Jürg Legler, who joined Bordier in October.

StanChart CEO Signals He Will Stay on the Job

Winters was named group chief for Standard Chartered in 2015 and will celebrate his sixth full year with the bank in June this year.

William Blair Continues Investment Banking Expansion Adding SPAC M&A and Capital Markets Advisory Team

“SPACs are a key component of the continued convergence of the public and private capital markets and Bryan and Eric are a veteran team that share our focus of adding long-term value for clients.

Goldman Sachs AM names global head of sustainability and impact

Head of urban investment group to assume new post which will include leading commercial and advisory solutions.

Wealth Enhancement Group Announces Addition of Morningstar CEO Kunal Kapoor to its Board of Directors

Appointment of Globally Recognized Industry Leader Further Advances Wealth Enhancement Group's Strategy of Investing in Executive Talent and Technology to Drive Accelerated National Growth

Indosuez Adds Deutsche Bank Trio in Hong Kong

The firm has been busy deepening its talent pool to serve this market

Neuchâtel PB appoints private clients WM

Banque Bonhôte has hired Thomas Spycher as a private client manager.

IAM opens Geneva branch and hires deputy CIO

The new office will be led by Charles d’Oncieu, who will be in charge of business development in French-speaking Switzerland.

FCA shakes up executive team as part of 'transformation' programme

Stephanie, Jessica, Sarah and Emily will sit on the FCA’s Executive Committee, its most senior executive decision-making body.

Avaloq bolsters UK sales team with senior appointment

Avaloq is very well positioned to help wealth managers and private banks in the UK

ING appoints global head of Sustainability

Since she became head of ING Wholesale Banking in France in 2017, Anne-Sophie has had a strong focus on sustainable finance.

Credit Suisse Swiss Arm Nabs Wealth Executive

Floriana Scarlato has served as Chief Compliance Officer of the International Wealth Management division of Credit Suisse since 2015

Executive Moves