Managers of Wealth

Appleby Cayman adds two partners and one counsel, following internal promotions

Across all offices, Appleby has promoted nine lawyers, effective 1 April 2018.

Avaloq strengthens its management team in Germany

The move follows the strengthening of the global organisation Avaloq announced in January 2018.

The under-the-radar private bank quietly getting ready to ramp up Asian recruitment

In December, we tipped the Geneva-based private bank to ramp up its Asian hiring,

Close Brothers AF appoints sales manager in Scotland

As area sales manager, he will be responsible for The Angus, Aberdeen, Moray, Inverness, the Highlands and the Scottish islands.

Former KPMG director to lead Ignition Wealth

Robo-advice firm Ignition Wealth has appointed Manish Prasad as its new chief executive.

UBS Poaches Private Bankers in Mexico

Switzerland’s largest bank has now pounced again, taking on a team from J.P. Morgan

BNP Paribas Poaches From Rival

Before taking on the new role with the Paris-based bank Jaidka held senior positions with Citi.

Kingfisher acquires top talent to head Family Office Division

Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.

Hong Kong Duties for Deutsche Wealth Head

Yim took over from Ravi Raju, the previous head of Deutsche's Asian wealth business who defected to rival UBS, in October 2016. On taking up the wealth role Yim flagged his intention of adding up to 50 new recruits in the region.

Wealth Management Chief Stepping Down

The chief executive officer at the wealth management firm will depart at the end of 2018.

SGG Group appoints Managing Director for its Cayman office

Lynden has over 14 years of experience in the financial services industry and specialises in the incorporation, governance and administration of hedge funds, private equity structures, capital market transactions and complex international corporate struct

Coutts banker quits after report of harassment complaints in 2015

The spokeswoman did not comment on the reason for Keogh's departure but read out an internal RBS statement that said: "Following recent media attention and the consequent strain placed on him and his family, Harry Keogh resigned last week."

Former Coutts director joins board of Rockefeller Capital

Former UK Treasury Minister and Financier Named Second Independent Director

Evercore Wealth Management Appoints Managing Director and Wealth & Fiduciary Advisor

Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.

BNY hires former Fidelity exec to head investment strategy

Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.

Julius Baer resumes Asian expansion with two huge hires in Singapore

Julius Baer added 110 relationship managers in Asia in 2016 – more than any competitor, excluding those involved in acquisitions – taking its RM headcount to 380, the fifth highest in the region.

BNY Mellon Wealth Management names senior wealth director

Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.

Anna Marrs in New Role

The departure of Standard Chartered's regional CEO for Asean and South Asia and head of commercial and private banking, as reported by finews.asia, surprised the market.

Geneva group makes board change after chair steps back

The other members of the board, Genevieve Berclaz, Fabio Candeli and Nicolo Angileri, will stand for re-election to the board of directors for a new term of one year.

Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire

Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings.

Executive Moves