Managers of Wealth

Citi wealth exec set to depart after four months: Report

Don Plaus is reportedly leaving the firm for personal reasons just four months after he was tapped as Citi Private Bank's head of North America.

WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker.

Citi Nets Ex-DBS Banker as South Asia Wealth Head

Based in Singapore

Neuberger Berman Adds 28-Year Veteran in Singapore

Ho has nearly 30 years of industry experience

JPMorgan Private Bank appoints new head of Scotland

New hire joins from being an investment director at RBC Brewin Dolphin

Maiyuresh Rajah appointed Director of Investments for Wealth and Advice at Aviva

Maiyuresh was previously Head of Investment Strategy and Propositions at Aviva, responsible for investment strategy across Aviva’s Wealth and Advice business.

Deutsche Bank Private Bank appoints two market heads for Global South Asia

Puneesh Nayar, Managing Director, joins as Market Head in Singapore, and earlier in the year Nick Malik, rejoined the bank as Market Head, based in Dubai

Matteo Bonetti becomes new Head of Private Customers Ticino at Migros Bank

His first professional positions were outside the financial sector, namely in the construction contract awarding department of the Ticino cantonal administration and in the construction industry as a construction manager.

AllianzGI Expands Multi-Asset Division in Switzerland

He began his career at Credit Suisse Group in February 2006

Bank Avera branch networks under new management

With Oliver Jenzer, the bank has also gained an experienced banking professional.

Nomura Hires Ex-HSBC Private Banker in Singapore

Based in Singapore, he reports to Anurag Mahesh, head of coverage for Southeast Asia, global South Asia & Middle East, IWM.

Rothschild & Co hires Alex Cartel as Managing Director and Head of Global Advisory, Australia

This senior hire strengthens and enhances the firms’ M&A and strategic advisory practice in Australia.

Neuberger Berman recruits former Natixis Singapore CEO

Madeline Ho has joined the firm to lead intermediary sales for Singapore and Southeast Asia.

Quilter adds four firms to its advice network

These appointments follow the recent additions of four other AR firms that joined Quilter’s advice network in June 2024.

Titan AM CIO exits in investment shake-up

Ian Wood is appointed to the newly-created role of group chief investment officer

Former Citigroup Asia head joins Prudential as wealth and insurance businesses grow

Angel Ng will serve as Greater China boss from October as the UK and Hong Kong-based insurer eyes more growth in the region

Stonehage Fleming Appoints New Group Head Of HR

Jayne Franks to drive talent development and engagement across the business

Paula Ip exits UBS GWM

FSA can confirm that the head of investment funds at UBS Global Wealth Management left the firm recently.

Chris Sutherland and Grant Hamilton join UBS as Client Advisors in Jersey

Moving to Jersey in 2014, he joined HSBC as HNW Premier Client Manager and Relationship Director.

1900 Wealth Management Austin Office Adds Managing Senior Vice President

Highly Experienced Finance Executive Melissa Torres Anderson Will Direct

Executive Moves