Managers of Wealth

Welcoming New Adviser Bradley James

At Ryley Wealth Management, Bradley will be advising both private clients and business owners to help them maximise their money and work towards their financial goals.

Kingswood U.S. Announces Opening of Florida Corporate Office To House New Wealth Management Group

Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services

radicant announces new leadership team

With the appointment of the Co-Leads, Rouven Leuner and Roland Kläy, radicant’s Board of Directors reiterates the importance of this next phase.

Lazard Asset Management Appoints Larry Cohen as Global Head of Technology & Operations

He will work with our teams globally to improve and refine our global technology, systems and operational infrastructure, which will help support the next stage of growth and expansion within the asset management business.

JP Morgan’s Michelle Chen moving from China tech back to Hong Kong wealth management

23 Wall is a global team that sits between the investment bank and private bank to give families and entrepreneurs access to the firm’s intellectual capital, balance sheet, and global deal flows, according to JPMorgan.

EFG appoints Hong Kong branch CEO

David Louie spent 11 years as market group head for China at Credit Suisse.

Boris Collardi Returns to Asia Through Back Door

He is not a stranger to the region, having worked two stints in Singapore with Credit Suisse before joining Julius Baer in 2006, where he eventually became CEO.

Changes in the Board of Directors of Bellevue Group

After serving as a director for Bellevue Group for 16 years, Daniel Sigg will not be standing for re-election at the pending Annual General Meeting.

EFG Executive Committee Member Unexpectedly Steps Down

They will report to CEO Giorgio Pradelli. A new head of investment solutions will be named in due course.

Kellerhals Carrard strengthens management in Zurich

The partnership would like to thank the new management very much for their commitment. We look forward to further cooperation!

IQ-EQ appoints Global Head of Sales Operations

A proven sales operations leader

GKB private banking and institutional clients head to exit

GKB is currently searching for a replacement.

Syz equities head exits

Saïd Tazi had worked at the company since 2017, according to Linkedin.

Ex-Finma asset management head to join fund solutions firm

Philip Hinsen ran the asset management division on an interim basis and has been the head of authorisation asset management for nine years.

Merrill Private Wealth Head Don Plaus to Retire

Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.

Atomos hires wealth planning duo

Sean Sims and Bruce Davison join the firm’s Fareham office

Durlston Partners Appoints Head of Business Strategy and Operations

Prior to joining the team at Durlston, Shannon was the Events Manager for the specialist capital and solutions company 23 Capital.

Abu Dhabi’s FAB Hires Edmond de Rothschild Executive to Lead Private Bank

Longhini was previously chief executive officer of private banking at Edmond de Rothschild in Geneva and has also held senior roles at Union Bancaire Privee and BNP Paribas SA.

ZKB veteran joins Bergos as private banking Switzerland head

Würmli worked at Zürcher Kantonalbank from the start of his career in 2000 until 2022.

DZ Privatbank appoints head of core portfolio management

Commerzbank veteran Thomas Groß took over the position at the beginning of 2023 after a year long break from work.

Executive Moves