Managers of Wealth

JSS takes over subsidiary’s fund and replaces PMs

The new management team has aligned the investment strategy of the fund with its equity dividend approach.

Consultancy firm hires wealth management director

The arrival of our latest senior new joiner expands our business change and systems implementation expertise

RSM elects new chief executive

Simon Hart will represent RSM’s international interests to lead, strengthen and expand the firm’s global ambitions.

Jonathan Mack joins Raymond James as a new Branch Principal in London

On joining Raymond James, Jonathan said: ‘Joining Raymond James is an extremely exciting prospect."

Union Bancaire Privée strengthens its alternative investment capabilities

UBP has a strong culture in alternative investments, identifying talented investment teams for more than 40 years.

Bank of East Asia's Head of Wealth Resigns

Pang joined BEA in late 2019 to succeed the former head of the division, Grace Chow, who had worked with the Hong Kong family-owned lender since 2005.

JM Finn hires two investment managers from Rathbones

These hires follow the arrival of Marcus Holden-Craufurd in October 2019.

Rothschild Hires Former Goldman Sachs Banker

Ken Calleja spent 12 years working for the U.S. bank

Change at the top for the JFSC

He joined the JFSC in 2010 as a Commissioner and assumed the role of Chair in 2014.

ITI Capital appoints new CEO of Wealth Management

ITI Capital, which is owned by Da Vinci Capital, a global private equity fund, has hired Carvalho to use his experience in management and financial Services to take the company on its next phase of digital transformation and accelerate its growth.

JTC Strengthens Senior Private Client Team In Guernsey

With more than 15 years’ experience in the fiduciary sector advising clients on complex multi-jurisdictional structures

Microgen and Touchstone appoint non-executive director

The merger was completed in February this year.

Avendus Wealth Management boosts board

With a career spanning over 40 years, he has been at the helm of various successful wealth and investment management companies.

HSBC Private Bank Managing Director to Depart

«Since joining HSBC Private Banking in 2016, I've felt that I was on an express train that didn't need to stop to refuel,» Chao said in the post.

UBP Adds Trio of Private Bankers in Hong Kong

She previously worked with BNP Paribas Wealth Management, J.P. Morgan, HSBC Private Bank and Citi Private Bank.

Zug IAM replaces CIO and creates advisory board

He was previously senior investment manager and head of the research department at the firm and he succeeds Thomas Zumbühl, who will retire.

Genevan Private Bank Adds Partner

Appointing Christian Skaanild enables us to continue our strategic development.

Asset securitisation firm appoints advisory board member for Geneva expansion

As French-speaking Switzerland is now served mainly in Geneva, local needs can be better met,’ the company said in a statement.

Zug alts boutique appoints CIO

St Gotthard Fund Management announced the launch of its first fund

City veteran appointed chairman of fund manager

He joins London-based Toscafund run by founder Martin Hughes – known as 'the Rottweiler' for his direct approach – which has more than £3billion under management.

Executive Moves