Managers of Wealth

Markus Schifferle appointed new CFO of LLB Group

This succession appointment is being made following the appointment of the former Group CFO, Christoph Reich, as Group CEO in September 2025.

StanChart GPB Appoints North Asia Advisory Head

Previously, he also worked at Citibank, HSBC and UBS in New York and Hong Kong.

Citi Announces CFO Transition Plans and Changes to U.S. Personal Banking Business

Mark Mason to transition out of CFO role in March 2026 and become Executive Vice Chair and Senior Executive Advisor to the Chair/CEO

UBS Appoints Singapore and Southeast Asia Chair

Based in Singapore, he reports to APAC president and global wealth management (GWM) co-president Iqbal Khan.

HSBC Strengthens ASEAN Ambitions in Singapore

Based in Singapore, she will oversee the bank’s regional markets and securities services strategy at a time when institutional demand, cross-border investment, and treasury needs in Southeast Asia continue to expand.

Dreyfus recruits cantonal bank's private bank chief

Zuger Kantonalbank has appointed Marcel Wespi as the head of private banking, after his predecessor moved to Dreyfus Banquiers.

Citi Head of Wealth Andy Sieg Returns to Hong Kong

Reaffirming Deepened Commitment to Hong Kong As It Drives Regional Wealth Growth

Brooks Macdonald hires Simon Taylor after Rathbones exit

Citywire revealed last month that Simon Taylor had left Rathbones, where he had been working as head of strategic partnerships.

Boston Multi Family Office strengthens leadership with key promotions

‘We are proud to celebrate their achievements’

Citi Head of Wealth Andy Sieg Returns to Hong Kong

Reaffirming Deepened Commitment to Hong Kong As It Drives Regional Wealth Growth

Helvetia appoints new CEO for its Specialty Lines division

Gingg will also retain his current role as CEO of HGS, according to the statement.

Cembra appoints Bernardo de Barros Franco as Chief Customer & Growth Officer

Ex-Indosuez Hong Kong Chief Resurfaces at EAM

He was most recently the Hong Kong CEO of the French firm's private banking arm, Indosuez Wealth Management.

Tim Froehlich Named Head of Investment Products for Wells Fargo Wealth & Investment Management

He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience.

Ocorian appoints Ginny Goh as Director, Private Clients Singapore

A full STEP member, she brings a reputation for strong leadership, client relationship management and operational excellence. strong leadership, client relationship management and operational excellence.

CA Indosuez Switzerland strengthens team for institutional clients

Credit Agricole subsidiary CA Indosuez (Switzerland) is strengthening its services for financial institutions, insurance companies, and asset managers with two new senior bankers.

Steven Goodell Joins Endeavor Private Wealth

Goodell brings more than $170 million in AUM to Endeavor after utilizing TradePMR’s transition model to seamlessly tuck-in

Stuart Dodson to join as CEO of True Potential Wealth Management

Dodson brings more than 25 years’ experience in regulated financial services to True Potential Wealth Management.

JPMorgan’s UK private banking boss aims to double business in five years

Maricé Brown tells FN the Wall Street giant’s hiring plans are ‘aggressive but doable’

TriLake Partners appoints new CIO

The Singapore-based external asset manager has replaced its chief investment officer.

Executive Moves