Managers of Wealth

Ex-UBS Singapore market team head joins RBC WM

Daniel Soo takes on the role of market head at RBC WM, adding to the string of ex-Credit Suisse joiners at the Canadian private bank.

Pax Asset Management appoints new Head of Real Estate

He is currently a member of the board of directors of Central Real Estate Holding AG and Rhystadt AG, one of the largest transformation projects in Switzerland.

Coutts executive director steps down after 16 years

Riaz Mansha has stepped down after a three decade career in banking and private wealth.

Citizen Bolsters Wealth Management Recruiting

These recruits include a 12-person team from San Francisco with over $5 billion in assets and a four-person team from Boston with about $1 billion in assets, both previously from First Republic Bank.

Jamie Lang, Chartered FCSI announced as president of the Isle of Man branch committee

He takes over from Katie Errock ACSI who has been the president since 2022.

Edmond de Rothschild REIM appoints Benoit de la Boulaye as Investment Director for Europe

Benoit also joins the executive committee of Edmond de Rothschild Real Estate Investment Management.

Jose Minaya Joins BNY as Global Head of BNY Investments and Wealth

Mr. Minaya will join the company on September 3

S64 Names Australia, New Zealand Head

Before joining S64, Stovold held senior roles at Goldman Sachs, JBWere, UBS and Franklin Templeton.

Stonehage Fleming Announces Series Of Senior Global Promotions

These promotions follow recent appointments including Cora Binchy, Head of Fiduciary, who has been with Stonehage Fleming since 1987 and will oversee the fiduciary businesses in Jersey, Guernsey, Isle of Man, Switzerland, Monaco, Malta and Mauritius.

Josef Montanari becomes new Head of Private Customers Region Eastern Switzerland at Migros Bank

In his new role as Head of Private Customers in Eastern Switzerland from mid-October 2024, Josef Montanari will succeed Patrick Weibel

Banque Audi Suisse poaches new AM head from Banque Cramer in latest reshuffle

Hans D. Itburrun was formerly the CIO and head of external asset management at Banque Cramer in Geneva.

Franklin Templeton expands client portfolio management team

The US asset manager has hired a senior client portfolio manager to grow its Apac business.

VG announces mid-year career promotions in Private Wealth and Corporate teams

In Private Wealth, Tyler Hine has been promoted to Senior Trust Officer.

Oddo BHF hires trio of UBS consultants

The Private Wealth Management of the Oddo BHF branch in Stuttgart is being expanded.

VG Announces Four Mid-Year Career Promotions in Private Wealth and Corporate

Stuart Andre who specialises in real estate and Islamic Finance in VG’s Corporate Administration team, becomes a Manager.

Close Brothers Asset Management welcomes new managing director for Scotland

He has also held senior management positions at NatWest and Lloyds Banking Group where he was responsible for providing financial advice to key high-net-worth individuals.

Newly-Created Fortis Wealth Advisors Joins NewEdge Advisors

NewEdge, which is based in New Orleans, supports independent financial advisors nationwide.

Laura Padovani to join Deutsche Bank’s Management Board as Chief Compliance and AFC Officer

She will be responsible for Compliance and Anti-Financial Crime (AFC) and will also become a member of the Management Board, effective July 1.

Ex-Smith & Williamson CEO David Cobb parts ways with Evelyn

Cobb steps down after nearly forty years with the business, during which time he oversaw the merger of Smith & Williamson with Tilney that created Evelyn.

GAM’s former investment chief resurfaces in new CIO post

David Dowsett reappears at London-based speciality insurer.

Executive Moves