Managers of Wealth

Truist strengthens commercial banking, wealth management teams in Florida

Truist Wealth adds 6 new advisors across the state

Artemis CIO Paras Anand exits in restructure

Paras Anand departs the business around three years after joining from Fidelity International.

Nomura makes senior hires in wealth management expansion

Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.

Wealth Firm Taps Veteran to Drive Crypto Growth in Hong Kong

She also served on the board of the Private Wealth Management Association and was named among the Top 50 Most Influential Private Banking Executives in Asia.

HSBC GPB Names Top Asia Investment Counsellor

Lo has 24 years of banking experience, having joined HSBC in 2011

Standard Chartered appoints Jason Forrester as Group Chief Risk Officer

He will be based in London and will report directly to Group Chief Executive, Bill Winters and become a member of the Group’s Management Team.

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.

Executive Moves