Managers of Wealth

Asset manager OLZ brings in former Postfinance CEO

The asset manager announced this in a statement on Thursday

Bellevue fund manager leaves after 17 years for CFO role

The asset manager is currently looking for a replacement for Michel Keusch.

HSBC appoints Head of Wealth and Personal Banking in Guernsey

In her new role, Candida will focus on ensuring that HSBC’s customers in Guernsey

Imperium Guernsey’s private wealth team announce promotions!

Their promotions are testament to their hard word and dedication to Imperium and their own personal development.

Multiple Senior Promotions at UBS in Jersey

Helen Ollivro has been promoted from Executive Director to Managing Director.

HSBC North Asia Private Banker Resigns

He spent four years with UBS Global Wealth Management and 19 years with Goldman Sachs Private Wealth Management.

HSBC GPB market head for HK resurfaces at Hang Seng Bank

The former HSBC market head will join Hang Seng Bank to head its private banking, Citywire Asia has learnt.

Lombard Odier appoints Ali Janoudi as Head of New Markets

He will also join the Private Clients Executive Committee.

Thomas Blaser to become new Head of Bank Julius Baer's Berne branch

Bank Julius Baer appoints Thomas Blaser as new Head of the Berne branch as of 1 October 2024.

Muzinich brings in specialists for the Swiss wholesale market

The new guy comes from Fisch Asset Management and has many years of experience with major banks.

Uwe Riepenhausen becomes a new advisory board member on the board of directors of Credaris AG

The current advisory board and the members of the board of directors remain unchanged.

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

The former LPL executive joins to lead the adoption of TIFIN's AI-centric platforms at leading wealth enterprise firms

UBS celebrates multiple members of staff promoted to Director roles

Our Jersey team has experienced tremendous growth in recent years

IQ-EQ appoints new Managing Director for Mauritius and new Chief Commercial Officer for Africa, India and Middle East

Pazani Vaitilingon, Head of Funds, Mauritius will succeed Rehma in the role of Chief Commercial Officer, Africa, India and Middle East.

Morgan Stanley IM Nets Ex-CS Executive

Prior to that, she spent 18 years with Credit Suisse in various roles, including as its APAC head of asset management.

Bank of America brings new head of IB Switzerland from UBS

He will take over the position on July 1

Citi wealth division's CIO Bailin to depart after 15 years

Bailin became the global head of investments in 2017 and took his current job in 2019.

Stonehage Fleming Appoints Investment Management Partner

She will be based in London and will report to Gerrit Smit, Head of Global Equity Management for SFIM.

M&G plc board changes

She has significant non-executive experience on a range of Boards and organisations within the private

Citizens Financial Group Names Paul Casey to Lead Wealth Business

He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.

Executive Moves