Managers of Wealth

Meet Grace Gao, Ogier’s Hong Kong Private Wealth lead

She also develops family governance structures to facilitate the succession of wealth from one generation to the next.

Standard Chartered appoints Michelle Swanepoel as Head of Financing and Securities Services Middle East and Africa

Michelle Swanepoel succeeds Scott Dickinson, who will retire at the end of June

Deutsche Bank Private Bank bolsters its Asia FX platform

Kent Lee and Divik Maheshwari become co-heads of FX advisory.

UOB Private Bank Appoints Market Head for Greater China

The appointment comes as Singapore-based UOB steps up efforts to deepen its presence among high-net-worth and ultra-high-net-worth clients across mainland China and the broader Greater China region.

Sancus UK expands Manchester team

The company has also appointed Niamh Hunter as office support executive to help support day-to-day operations at the Manchester headquarters.

Wealth Club appoints investment committee chair

He also co-founded Harwood Wealth Management, leading the business through its AIM listing, and currently serves as a director at Harwood Capital Management.

Changes in the Board of Directors of SIX

At this year's ABV meeting of SIX, three new members were elected to the Board of Directors.

Pictet AM Appoints new Head of Intermediaries for Romandie and Ticino

Maréchal, who is based in Geneva, assumed the role in May.

Alexis Miranda hired at Ducere Wealth Management

Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.

M&G Investments appoints Lee Tindell as Asset Management Chief Information and Technology Officer

Lee joins from Mercuria, where he was Chief Technology Officer for Applications and was instrumental in strengthening data capability and modernising business critical platforms.

Deutsche PB hires North Asia investment director

Dominic Cheung joins the German private bank from JP Morgan.

Churchill Asset Management Enhances Investor Education and Client Engagement with Strategic Hires

Appointments support private wealth efforts in partnership with Nuveen, strengthening delivery of insights, education, and client solutions

SEI Master Trust Adds Two Trustee Directors, Announces New Chair

Chair Allan Course Retires from Board After 15 Years of Dedicated Service

JTC Law Appoints Stefan Schausberger as Head of Private Client and International Trusts

Based in Jersey, he will also provide advice on compliance and regulatory issues, further strengthening JTC Law’s offering in these areas.

Skipton International Strengthens Leadership Team With Two Senior Appointments

She has partnered closely with boards and executive teams across EMEA, APAC and the Americas, helping to shape people strategy, lead complex change and build high-performing, engaged organisations.

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed eight new appointed representative firms to its advice network.

SIX Securities Services Appoints New Head of Sales

Most recently, he served as CEO of HSBC Inka — the international investment management company of HSBC Germany in Düsseldorf.

Cetera Highlights Leadership Expansion at Wilde Wealth Management Group with Appointment of COO Erica Bloudek

Bloudek to shape operating model and strategy supporting growth and white-glove service

Rothschild & Co continues to grow its Wealth Management business in Israel with appointment of Senior Client Adviser

In that role, he managed a portfolio of 200 high-value clients, delivering tailored banking and investment solutions and working closely with compliance teams to develop risk-mitigation frameworks aligned with client needs.

Rathbones loses 94 years' service as five more wealth managers exit

The departures include another three investment directors who joined the business following its combination with Investec Wealth & Investment.

Executive Moves