Managers of Wealth

Schroders promotes Andy Howard to Global Head of Sustainable Investment

He will now oversee the team’s stewardship activities and further drive active ownership across our group.

HSBC to resume massive restructuring plan, cut 35,000 jobs

The bank had previously said the cost cuts would be fully implemented by 2022.

Wells Sweeps Nine Brokers from UBS, Morgan Stanley in Past 10 Days

Both Morgan Stanley and UBS exited the Protocol for Broker Recruiting two years ago, severely limiting customer contact information brokers can bring with them to new employers.

Ex-Brewin Dolphin research head Butcher joins A&J Wealth

Joins as investment committee chair with responsibility for the firm’s client investment proposition.

Raffles Family Office Strengthens Investment Team

Before his career in finance, Tay represented Singapore in badminton.

Ex-UBS Structured Products Head Resurfaces

Triomphe is a seasoned veteran especially with regards to structured products in Asia

Notz Stucki makes three new hires across Switzerland and Italy

One of NOTZ STUCKI's strategic areas of development is the distribution of its investment solutions to institutional clients.

Geneva Association appoints three new Board members

The appointments of Michel Khalaf, Anna Manning and John Neal to the Geneva Association Board of Directors took effect 10 June 2020.

$500M adviser team drops Merrill Lynch for Sanctuary Wealth

Muirwood Wealth Partners marks the second team to transition away from the wirehouse in favor of an independent platform this month

Vontobel: New CFO Joins From UBS

As part of a global process, he was also responsible for the spin-off of Asset Management from the bank in Switzerland.

BNP Paribas hires head of WM for Romandy and new team

He is supported by a new team of three people, including Igor Clainscig, former ultra-high key clients banker at UBS and Deustche Bank.

Paris Bertrand PM hired by ex-CIO’s new fintech

He also handled discretionary portfolio management for the private bank business, including mandates in the Swiss Franc, Euro and US Dollar currencies.

Contemi Hires New Senior Solutions Consultant from Avaloq

He will be working hand-in-hand with the Sales, Product and Operations teams bringing Contemi's value proposition to the market.

Credit Suisse Nets Veteran China Merchants Private Banker

Wang's mandate includes growing the private banking franchise in China alongside the strategic development of third party partnership plans from strategy to executio

Schroders deputy multi-asset head to retire

Angus Sippe, who has been with Schroders since 2009 including in New York for the last six years, will move to the Sydney team in the third quarter.

The Carlyle Group Names Managing Director

Investment banking and healthcare veteran will lead Carlyle’s UK Buyout and European Healthcare Activities

Association of foreign banks in Switzerland replaces two committee members

Belfer, who became CEO in November 2019, joined the Safra Group in 2000

Credit Suisse hires head of China onshore wealth management

Wang will have a functional reporting line to Francois Monnet, head of private banking for North Asia, with a regional reporting line to Zhenyi Tang, CEO China, Credit Suisse said.

Financial Software Provider Hires to Drive Client Growth

Mr Kuah will join Iress’ Singapore-based team with the responsibility of leading the client solutions function in Asia

Singapore multi-FO expands with two hires

He has 25 years of investment advisory experience and has held senior roles with asset management firms and private banks

Executive Moves