Managers of Wealth

Alexandre Stumm becomes Head of Sales and Private Client Advisory

With his many years of experience in providing comprehensive private client services, he will also assume the role of Head of Private Client Advisory.

Deutsche Bank finds Brazilian professional for its Swiss Private Banking

Deutsche Bank has appointed a new head of Brazil for its emerging markets private bank, effective November 1.

Deutsche Bank hires North Asia investment head from HSBC

The German bank has named its replacement for Cedric Ko.

BNP Paribas Singapore DPM head to join non-profit sector

After 23 years at the French bank, the discretionary portfolio management specialist is joining the non-profit sector.

WH Ireland Appoints John Cusins as Non-Executive Director

The company aims to build long-term relationships with clients

Natixis IM Appoints Southeast Asia Head of Insti Business

Based in Singapore, she reports to Dora Seow, CEO, Natixis IM Singapore.

IQ-EQ Guernsey appoints Client Services Director

He is a South African Chartered Accountant and a holder of the IoD Diploma in Company Direction.

Oak announces new Deputy Managing Director in The Bahamas

She is widely recognised for her deep expertise in trust and estate planning, compliance and risk management, as well as her strong ability to enhance operational procedures and drive efficiencies in reporting and client servicing.

Evelyn adds 2 senior Financial Planners

Sukaina Karim-Hussein has been appointed director, Financial Planning, while Hector Millar has become associate director, Chartered Financial Planner.

Certuity Expands Institutional Wealth Platform with Appointment of Giuliano Celle as Managing Director, Head of Institutional Wealth

He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.

EFG International creates new sustainable investing chief role for insider

Melanie Beyeler assumes the role of global head of sustainable investing, alongside her position as a fund manager.

HSBC Private Bank names interim Swiss CEO

Chief financial officer Daniel Calado has stepped into the role of CEO on an interim basis.

GAM names distribution and product lead

He previously spent four years at GAM as group head of sales and distribution, having joined from Man Group's Sydney office before relocating to Asia and then London.

Top HSBC wealth executive Trista Sun to leave bank

HSBC was reducing staff numbers at its China digital wealth business - called Pinnacle - by nearly half, or about 900 people, Reuters reported in February, citing two sources.

Changes to the UBS Board of Directors

Lukas Gähwiler decides to retire after 45-year career in financial services; will not stand for re-election to UBS Group AG Board of Directors.

We are delighted to announce the appointment of Jonathan Ginnelly as Partner of Private Client Tax Services

This appointment forms part of Crowe Ireland’s ongoing strategy to invest in its tax practice and build specialist teams to meet the evolving needs of clients and the market.

Quilter Cheviot International welcomes Maria Gardner as investment director in Jersey

The hire bolsters Quilter Cheviot's ability to provide a consistent offering to higher net worth clients across the UK, Europe and internationally.

Broadridge names Anne-Sofie Strandberg senior country officer, Nordics

Her appointment underscores Broadridge’s continued commitment to the Nordic region and reflects its broader strategy to strengthen leadership and accelerate international growth.

Ascot Lloyd hires Brewin investment director to head investment arm

StJohn Gardner will oversee Ascot Lloyd Investment Management, taking the role vacated by Stephen Lloyd at the beginning of this year.

Regis Burger appointed CEO of Julius Baer Middle East

Burger will also continue in his current role as Head of Middle East and Africa

Executive Moves