Managers of Wealth

Deutsche Bank hands bond veteran new senior wealth role

She will continue to be based in Singapore and will focus on further expanding the firm’s wealth management presence in Asia.

Credit Suisse hires CMB's Wang Jing in proof of China private banking ambitions

Her role will focus primarily on helping the lender to become a leading provider of high-end PB services to mainland customers.

SANNE appoints new Chief Technology Officer

Her wealth of experience built up leading major IT transformation and delivering cutting edge projects will be a significant factor in leading SANNE through this next phase of technology development.

Cantonal bank appoints new executive board member

The bank also appointed a new head of private banking earlier this month – Beat Infanger replaced Manfred Iten.

Ex-Syz bond PM resurfaces at Geneva wealth manager

Dugerdil has more than 20 years of investment experience

Deutsche Bank makes double hire to wealth management business in EM

In his new role as group heaf North Asia, Kwok will be reporting to Kanas Chan, managing director, head of North Asia.

BBVA Wealth Solutions, Inc. names Jorge Unda its Chief Investment Officer

Unda has been with BBVA since 1990

MLC Wealth Appoints Darren McKenzie As Chief Technology And Operations Officer

He is well regarded as a strong leader with an ability to create long-term customer-focused solutions to complex business challenges.

Changes to the UBS Board of Directors

UBS Chairman Axel Weber commented:I am very pleased to announce the nomination of Nathalie Rachou and Mark Hughes for election to the Board.

Two board members of UBS step down

Rachou has been a member of the Board of Directors at Société Générale and will step down from that position on 19 May 2020 - a position she has held for twelve years.

Julius Baer appoints Europe portfolio management head

Nicolas de Skowronski and Yves Bonzon have been appointed as co-heads of the investment and wealth management solutions department.

Close Brothers makes senior appoinment

We are creating a leading team to spearhead the growth of our market share, made up of select, high quality individuals, and this hire is a clear testament to the businesses’ ability to attract excellent candidates.

Bernstein Appoints New Senior Leadership in Private Wealth Management Division

Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management

Self Bank continues hiring spree with four appointments

Self Bank Banca Privada announced an enhancement to its business model in October 2019

SCB Julius Baer appoints new CEO

SCB Julius Baer, the strategic wealth management joint venture between Siam Commercial Bank and Julius Baer, has appointed Lalitphat Toranavikrai as new CEO effective immediately.

Indosuez Wealth Management Hires Quartet

She brings 25 years of private banking experience

Lombard Odier IM boosts thematic equities strategies with three hires

Henk Grootveld, who will lead the team, brings over twenty years' experience and expertise in thematic investment.

Nyon firm expands with new managing partner

Pittet previously worked at Banque Pictet & Cie for eight years as an investment manager for private equity.

BNY Mellon Wealth Management Names Raymond J. Janvier as Senior Client Strategist in Washington, D.C.

Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients

UBS Hires Schwab “Private Client” Broker in Indiana

While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.

Executive Moves