Managers of Wealth

UBS Pulls Florida Market Manager From Bank of America Private Bank

Heiss, a 37-year industry veteran with brokerage roots, will report to UBS’s Florida market head Lane Strumlauf, who moved into the role in July 2024.

Blackstone poaches JPM private bank's multi-asset head

Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.

Edmond de Rothschild names new Middle East CEO

The new CEO replaced the interim CEO, Laith Al Kurdi, who will be staying with the business as a Dubai-based private banker.

7IM Private Client expands financial planning team with two Associate Director in Scotland

At 7IM, he will manage a portfolio of high-net-worth clients—including individuals, families, and businesses—delivering tailored financial and wealth management advice to help them achieve their long-term goals.

Apollo boosts Korea coverage with GSAM, iCapital hires

The $785bn asset manager has bolstered its coverage for institutional and wealth clients in South Korea.

Promotions at Obwaldner Kantonalbank

The management and all employees warmly congratulate the promoted employees

Zurich AM consultancy recruits ex-Amundi sales stalwart

The Good Guys Company has recruited Jussi Louekoski to support clients with private markets fundraising.

HSBC Appoints Private Banking COO for Asia

Previously, he also held other private banking roles at HSBC in Europe and Asia.

Justin Blower exits Schroders PW for new life in North Carolina

The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.

BIL Suisse promotes former CS and Julius Baer executive

She brings more than three decades of industry experience and worked for many years at both Credit Suisse and Julius Baer.

Appoints Jon Hudson as Managing Director and Co-Head of Healthcare Services Investment Banking

Veteran Dealmaker Brings More Than 25 Years of Healthcare Industry Experience

Schroders chief risk officer Drury exits

Nigel Drury left the company in June, according to Companies House records.

UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region

He will begin his role at the conclusion of his notice period.

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.

FINMA Executive Board: Thomas Hirschi to leave FINMA

FINMA’s Board of Directors and Executive Board thank Thomas Hirschi for his valuable contribution during his time at FINMA.

Broadridge appoints global head of custom policy

The appointment underscores Broadridge’s new investments in innovating in the Institutional Governance space

EFG’s UK boss on ‘strategic’ hiring after Credit Suisse collapse

Christian Berchem says Swiss private bank has been winning market share from competitors in the UK where it is vying to become one of the top advisers

Hong Leong Bank Appoints New Private Banking Head Amid Regional Expansion

The bank is set to appoint the former head of Malaysia market at Bank of Singapore to lead its private banking division.

OCBC appoints Tan Teck Long as Group Chief Executive Officer, succeeding Helen Wong

As part of a smooth transition over the next 6 months, Mr Tan – who has been Head of Global Wholesale Banking since joining OCBC in March 2022 – will with immediate effect assume the additional role of Deputy CEO.

RBC Appoints New COO for Wealth Management Asia

She joined RBC in 2018 and currently heads the APAC business transformation group and finance change management.

Executive Moves