Managers of Wealth

HSBC Life unveils two key appointments in Singapore

Philip Pang is new chief investment officer and How Chee Koon is chief product officer

Van Lanschot Kempen appoints Jeroen Berns Head of Kempen Merchant Banking

He will take over these responsibilities from Leonne van der Sar who in January announced her intention to leave in the course of 2020

Carey Olsen hires new dispute resolution and litigation partner to lead its BVI practice

He is recognised as a leading individual in BVI dispute resolution in the most recent editions of both Legal 500 and Chambers

Brooks Macdonald appoints Head of Responsible Investment Service

Brooks Macdonald, a wealth manager with GBP13.7 billion in funds under management, has promoted Ben Palmer to head up its Responsible Investment Service (RIS).

Notz Stucki selector steps back from fund management

The firm has reassigned three fund of funds portfolios.

Canaccord nabs ex-Ords boss

"His in-depth knowledge and experience of the Australian adviser landscape will be very beneficial to our team and help our business execute on our growth objectives."

Jonathan DeSimone Appointed New CEO Of Alcentra

Jonathan brings significant experience to the role, having worked with institutional investors globally to deploy capital into the high yield, leveraged loan, structured credit, private credit, distressed and special situations markets.

Raiffeisen Loses Board's Technology Expert

She had joined in October following a board clear-out as a result of a graft scandal involving its former long-time CEO.

HSBC Private Bank Americas product specialist boss exits

His exit is another high profile departure from HSBC’s Private Banking unit covering the region this year.

Former Ferrari And Bugatti Exec Pleads Guilty In Supercar Sales Kickback Scheme

Offshore tax evasion is a top priority for IRS - Criminal Investigation and, as was shown today, we are wholeheartedly committed to bringing these offenders to justice.”

Top boss shakeup at Kleinwort Hambros as CEO steps down

Kleinwort Hambros has announced a host of changes to its senior management team, following news its CEO Eric Barnett will retire.

Franklin Templeton announces new appointments

Asset-management giant names three people to key positions in Americas business

Twelve Capital Appoints Veteran Banker to Its Board

He is currently the chairman of the Swiss takeover board.

Greg Haendel Joins The Private Bank at Union Bank as Fixed Income Strategy Executive

Haendel will manage the Bank's fixed income division

HSBC Bank USA Appoints Mark Pittsey Head of Wealth

He will continue to bolster our wealth offering and evolve the customer experience to expand our market share and further differentiate us from competitors.

Baker McKenzie expands forensics in Geneva

All three have extensive experience in the field of national and international white-collar crime and most recently worked for the law firm Ochsner & Associés in Geneva.

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner

From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.

Appointment of the future President of the General Management

The Board of Directors and the General Management would like to thank Edgar Jeitziner for his great commitment and for the important contribution he has made to the success of FKB.

Zurich accelerates roll-out of digital offering, announces key leadership appointments and new Executive Committee members

Zurich continues to launch innovative offerings to meet the demands of our customers and partners for a fully digital and streamlined experience.”

Bond boutique hires UBS veteran as private banking head for Geneva

The company acts as a Family Office

Executive Moves