Managers of Wealth

J.P. Morgan Private Bank Appoints Carrie Tang as Managing Director and Wealth Advisor in Hong Kong

Based in Hong Kong, Tang will focus on delivering holistic wealth planning solutions to the firm’s clients in the region.

SEI Names New Chief People and Culture Officer

Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth

Former Johns Hopkins CIO Joins Colorado Family Office

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

VP Bank's head of client engagement leaves banking

Cristina Jaeger is focusing on Her Financial Freedom, a platform she founded to educate women about finance.

Weatherbys hires ex-Coutts banker for Manchester push

Laurence Jackson joins as a private banker six years after leaving Coutts.

Two Senior UBS Wealth Managers Exit Amid Indonesia Market Shakeup

Both bankers specialised in the Indonesian market.

RBC WM Adds Bankers From UBS, Morgan Stanley, BOS

Pan has more than 20 years of experience in asset management and investment banking.

UBS Appoints New Market Head of Wealth Management in Israel

Following the departure of a manager, the bank is establishing unified leadership.

Markus Schwab joins the management of BEKB

Prior to that, he worked for almost two decades at PostFinance, where he played a key role in the company's core banking transformation, as well as its digitalization strategy and its implementation.

Ex-J. Safra Sarasin Banker Joins Crypto Wealth Firm

Effective August 1, she will be responsible for building a digital asset-friendly family office platform.

Former Rothschild Asia head joins digital asset wealth firm

The private banking veteran will focus on strengthening its offerings for ultra-high net worth clients and family offices through a digital asset-friendly platform.

Ex-Fairstone executive joins Westminster Wealth

He will also collaborate with the head of recruitment to identify and onboard advisers who align with Westminster Wealth’s values-led culture.

Westminster Wealth announces new Director of Business Operations

Mark Hewson, former Divisional Director of Fairstone, will focus on implementing the firm’s strategic vision, identifying and onboarding advisers.

One Swiss Bank CEO exits following Gonet merger

Grégoire Pennone will not seek employment within the Arab Bank Switzerland Group, which Gonet is a part of.

J Safra Sarasin repositions bond fund with new managers

The group transitions its global government bond fund to a global corporate bond fund.

UBS Asset Management: New Head of Sales of ETFs and Index Funds

UBS sees the latest appointment as a strategic step to further expand its ETF business globally.

HarbourVest Hires BlackRock Executive to Lead Wealth Business

He had served as a top executive for BlackRock’s Aladdin technology system, where he oversaw the wealth management business.

Former Asia Head of Rothschild joins Digital-Asset Wealth Firm Metalpha

She will be focus on building a digital asset friendly family office platform, effective on August 1, 2025.

Seasoned UBS private debt PM joins new firm in Zurich

Stefanie Müller joins Swiss Credit Partners as senior portfolio manager.

BLKB CEO and chair to quit bank earlier

Deputy chair of the board of directors Nadia Tarolli Schmidt and deputy CEO Christoph Schär are taking on their bosses' roles on an interim basis.

Executive Moves