Managers of Wealth

New Asian Role at J. Safra Sarasin

J. Safra Sarasin has created a new role and appointed a Managing Director as Head External Asset Managers & Intermediaries

Lombard Odier appoints head of independent asset managers for UK drive

The firm’s portfolio management platform features performance analysis, asset consolidation.

Unigestion appoints Emanuele Ravano as Chairman of UNI-GLOBAL SICAV

Ravano will work closely with Unigestion’s senior management team

GIC gets new CEO on Jan 1; group president Lim Siong Guan to retire

He was appointed president of the asset-management team in 2011.

Four associate director appointments strengthen Hawksford’s senior team

They are highly skilled professionals who bring robust experience to their respective teams and their associate director appointments are a reflection of the significant expertise they bring to Hawksford

UK private bank makes key appointment

“We will demonstrate our commitment to the region by growing our presence in the months ahead in what is an increasingly dynamic region within the UK economy.

Falcon Hires Long-Lost Ex-CS Top Executive

Under new leadership since September, Falcon said on Monday it is hiring Arthur Vayloyan as head of products and services

New Managing Partner joins list of the most influential in the industry

He is helping to strengthen the firm's status as one of the major providers of legal services in its key markets.

Robertson Stephens Names Chief Operating Officer of Robertson Stephens Asset Management

He is also a member of the firm’s Executive Committee.

Lombard International Appoints Head of Latin America

Former UBS Deutschland AG Head of Wealth Management, Latin America joins to lead Latin American sales

C&F Wealth Management Corporation Announces Addition of New Wealth Management Group

Most recently, he served as managing partner for the wealth management division of Middle Peninsula Insurance & Financial Services in Williamsburg, VA.

Wealth Management Firm The Dowling Group Hires William Ludington To Head Business Development

His drive and enthusiasm for business development will be integral to our strategic plan.

Strategic Wealth Partners Adds Mark Weil as Wealth Advisor

His disciplined approach to managing risk and deep knowledge of investing will serve our clients well.

Andersen Tax boosts Private Client Service Group

He has extensive experience working with business clients in buy/sell agreements, business valuation, estate and gift tax and asset protection.

BNY Mellon Wealth Management names new senior wealth director

He will report to Regional President Robert Kricena.

Bank J. Safra Sarasin bolsters South-east Asia UHNW focus

His experience includes servicing UHNW clients.

Founder of Partners Group Takes Stake in Swiss Fintech

The family office managing the assets of the founders of Partners Group has agreed to become a client of the Nectar Financial platform.

John S. Weinberg to Join Evercore as Executive Chairman

As we continue to build Evercore towards becoming the one, truly elite global advisory firm.

Barclays W&IM portfolio manager exits firm

Neil Anderson, left Barclays Wealth & Investment Management

Credit Suisse hires banker in China onshore private banking push: memo

Credit Suisse will compete with Goldman Sachs and UBS on advising wealthy Chinese clients.

Executive Moves