Managers of Wealth

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

Canaccord Genuity Expands International Investment Banking Capability to Latin America and Caribbean

Gene McBurney appointed Head of Investment Banking – LATAM and Caribbean

UBS to hire more than 300 staff in Singapore

The new programme will run in addition to the firm’s graduate trainee scheme and undergraduate summer internships.

Cantonal bank’s M&A advisory subsidiary names managing director

Mr. Romy will continue to support Dimension on the board of directors in his capacity as founder of the company.

Janet Mui joins Brewin Dolphin as investment director

Her experience and expertise, particularly her knowledge of China, make her a huge asset to the team as we give our clients confidence that we are managing their assets with the highest standards of care and diligence.

Swiss private bank has Cayman Islands licence revoked

Regulator says it failed to appoint appropriate directors and meet AML protocols

Pictet Seeks Boost From Swiss Niche

Gallati told finews.com the Genevan bank has seen significant net inflows in the segment in recent months.

Appleby Strengthens and Expands Corporate Team

In addition, Charlotte Yeung has been promoted to the position of Counsel.

Executive Moves