Managers of Wealth

Fundpath appoints chief insight officer and chief ai officer To drive human and artificial intelligence strategy

Fundpath was built on the foundation of trust, relationships, and clarity

Aberdeen Adviser hires Mark Hopcroft to lead MPS growth

The appointment comes as Aberdeen’s managed portfolio service (MPS) surpasses £3bn in assets under management.

UBS hires wealth advisor Andrew Sloan for Edinburgh expansion

His hire reinforces UBS’s commitment to providing locally informed, personalised advice to clients in the UK and Channel Islands, backed by the scale and expertise of the firm’s global footprint.

VP Bank rejigs leadership after SG private banking head exits

The bank has a new head of intermediaries and private banking Singapore.

Deutsche Bank bolsters SE Asia bench with Thailand director hire

The new recruit, joining from Siam Commercial Bank, will report to Paul Handley.

UBS: New Head of Investments and Pension Solutions in Personal Banking

The UBS homegrown talent gained most of her experience within the bank’s Chief Investment Office.

Deutsche Bank PB Adds Emerging Markets Duo

They are both tasked with expanding the bank’s client footprint in its global South Asia and Africa (GSAA) franchise and report to Puneesh Nayar.

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.

UBS Wealth hires RBC Brewin Dolphin manager for Edinburgh bespoke arm

Andrew Sloan joins UBS as client advisor director in the Edinburgh after seven years with RBC Brewin Dolphin.

Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group

With 30 years of experience in financial services and a recognized expertise in asset servicing, David will play a pivotal role in leading the development of the Edmond de Rothschild Asset Servicing business line.

Schroders Capital Names Real Estate Head for APAC

Based in Singapore, he will work closely with the regional team in Hong Kong, Shanghai and Tokyo.

DWS Appoints New Head of Institutional Sales for Switzerland

Based in Zurich, he will report to Sven Württemberger, CEO of DWS Switzerland.

Titan swaps advice CEOs as it restructures operations

Derek Miles is being replaced as CEO of Titan Wealth Planning by current Titan COO Damian Sharp.

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues

UBS Hires Ex-Morgan Stanley Private Banker in Hong Kong

In the role, she reports to Jamee Wong, head private client Greater China.

Thomas Bauer takes over interim presidency of BLKB

Thomas Bauer is an independent expert with extensive banking expertise; his publications have received national attention.

Stefan Hiestand joins QCAM’s Board of Directors

With over 40 years of leadership experience in international asset management and investment banking, he will support QCAM’s strategic development and growth initiatives.

HSBC Global AM sustainable multi-asset head retires

Justin Turner has spent over three decades with the asset manager.

LGT Hires Former Julius Baer Banker in Dubai

In her new role, she will serve as a Senior Banker, advising ultra-high-net-worth clients in the EMEA region (Europe, Middle East and Africa) as well as in Asia.

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