Managers of Wealth

Close Brothers appoints Business Development Director

Chris joins CBAM with more than two decades of financial services experience, most recently working with intermediaries in the Midlands

Raymond James appoints a new Branch Principal of Royal Exchange

Stevens brings with him over twenty years’ experience in the wealth management industry most recently at J M Finn, with much of that time spent working closely with David Roblin.

Notz Stucki names WM head amid executive reshuffle

As well as wealth management, the company wants to develop its asset management business in the area by increasing efforts to promote and distribute its in-house funds.

ZEDRA appoints Managing Director, Malta

Rob has significant experience in different areas of the Marine and Aviation industry.

Zurich PB to cut up to 20 jobs

The institution currently employs 113 people in Zurich, including 27 on a part-time basis.

First Republic boosts NY team

Brian and Joseph have a long history of helping clients achieve their financial goals, and they share First Republic’s commitment to exceptional service.

Matthew has exceptional industry knowledge of markets, risk and regulations in addition to SANNE’s processes and product offering having successfully managed the Market Risk team prior to the promotion.

Wells Fargo names Corporate Responsibility, Philanthropy, and Sustainability leader

Wells Fargo recently received an “Outstanding” rating from the Office of the Comptroller of the Currency for its work in addressing underserved communities through the Community Reinvestment Act.

RBC Snags Nine-Person UBS Team Managing $600 Million

The wirehouse employs more than 6,000 advisors in the U.S.

Finantix appoints Executive Director, EMEA

Based in Switzerland, one of Finantix’s strategically important markets and home to many of its existing clients, Iselin will continue to report to Finantix Chief Commercial Officer, Christine Ciriani.

Quilter appoints Tim Breedon as non-executive director

He is also Chairman of Apax Global Alpha Limited and had previously served as executive chairman of the Northview Group.

Deutsche Bank appoints Kamran Khan as head of ESG for Asia Pacific

Previously Kamran established the World Bank Group Hub in Singapore and led the World Bank’s Infrastructure Finance Practice in East Asia.

Credit Suisse director jumps ship

His resignation from Credit Suisse was announced internally on Thursday morning.

Ex-JPMorgan Exec to Head Tech at Wells Fargo WIM

Kumar had also served in a leadership role in JPMorgan’s asset and wealth management business

Credit Suisse Appoints India Head of Wealth Management

He was most recently the Asia head of EAM and key clients for South Asia.

SZKB proposes president for election six months after predecessor resigned

The election is planned for the cantonal council’s session in June, when three new members of the bank council will also be elected.

VP Bank Bolsters Singapore Unit with Front Office Hires

The five hires announced are part of the VP Bank's broader expansion plans in Asia.

Three Appleby Attorneys Called to the Bar

Hiring and developing talented individuals like these attorneys is a point of pride for us at Appleby,” Norman said

Apex hires former Credit Suisse executive in Luxembourg

Apex Group adds sales director in Luxembourg showing an increasing focus on the country following new launches and acquisitions.

Santander snaps up HSBC’s ex-private banking head

He will have managerial responsibility and oversight of the bank’s businesses in Europe.

Executive Moves