Managers of Wealth

Elevation Point Stakes $2.5B Breakaway Team That Left UBS

The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.

FP Canada appoints new chair and board members

Seasoned professionals take on new roles

TPT Investment Management appoints Nick Stacey as new Senior Investment Manager

Nick will be responsible for enhancing TPTIM’s research activities, continuing to develop its private market investment strategy.

Exits in SJP’s investment team under redundancy programme

Andrew Shaw, the firm's director of investment consultancy, is one of around 500 redundancies at the advice giant.

CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs

UBS taps Allianz GI Asia head Desmond Ng to lead Asia-Pacific asset management unit

Ng, who has nearly three decades of asset management experience, joins UBS from Allianz Global Investors, where he was the head of Asia Pacific.

Two new members on the Foreign Banks Board

The association continues to be headed by Adrian Nösberger , CEO of Schroder & Co Bank, as President, and Raoul Oliver Würgler as Managing Director.

UBS Appoints Asia Asset Management Headsset Management Head

He will also become a member of the unit's management team

Bank J. Safra Sarasin bolsters Asia leadership with major hires and signals robust expansion in the region

The new team will focus on further driving the Bank’s business development in the Greater China markets.

Welcome to John Plassard!

As a Partner, John will undoubtedly be a key driver of Cité Gestion's growth in the coming years, a growth that is already reinforced by the strategic partnership we have just entered into with the EFG* group.

StanChart Nabs Ex-DBS Executive for Private Markets

In this new role, she is responsible for leading the private markets build-out for the bank in Greater China.

Baloise brings in Kadermann from NPB Neue Privat Bank

Baloise has appointed Joël Renggli as a multi-asset trader and member of its management team.

Citi Board Elects Jonathan Moulds to Board of Directors

Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation.

BOS Expands Investment Advisory Council

Guo is the executive president and senior fellow at CF40 Institute, a non-government think tank in China.

Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth

With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future.

GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer

These leadership changes reflect that GAM has successfully transformed and is now well positioned for growth.

Executive Moves