Managers of Wealth

Credit Suisse Reshuffles Southeast Asia Leadership

He was appointed as market group head Indonesia and Malaysia in November 2022 as part of a broader reorganization of the APAC wealth business.

Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco

We believe we have the strongest platform for Private Wealth Advisors in the industry

$340 million advisor team joins UBS in Hartford, Connecticut

David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.

Rothschild & Co expands wealth management pension offering and strengthens team in Zurich

There is increasing demand for pensions solutions in Switzerland, providing growth potential for the Wealth Management business in this area.

Sacha Bodenehr appointed as Market Head Geneva and Branch Manager Geneva

In these positions, he will lead the Bank’s Swiss business in Geneva and coordinate the collaboration between all functional and divisional heads locally.

Association of foreign banks in Switzerland names new CEO

The CEO of LGT Bank (Switzerland) Heinrich Henkel has stepped down after six years in charge of the association.

Ex-Schroders global head of product, Carolina Minio Paluello, appointed CEO of Arabesque AI

Prior to this, Dr Minio Paluello led the integration of sustainability into product solutions at Lombard Odier following more than a decade at Goldman Sachs Asset Management, where she led quant strategy across client portfolios.

Johanes Oeni appointed Head of the International Private Bank in South-East Asia

Throughout his career, Johanes has demonstrated a successful track record in managing, leading, growing and nurturing teams of Relationship Managers and wealth management specialists.

Jörg Gasser to leave SBA

Jörg Gasser informed the Chairman at the end of 2022 that he intends to pursue a new career direction this year.

Atria Wealth Solutions Appoints Co-Heads of Atria's Financial Institution Channel

Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February

BNP Paribas Asset Management Names Malaysia CEO

Previously, he also worked at ABN AMRO Asset Management (Singapore) and Nomura Islamic Asset Management Sdn. Bhd (Malaysia).

Hugh O’Donnell joins HIGHVERN’s Swiss office as Client Director

He joins the group with more than 25 years’ experience in private banking, wealth planning and fiduciary management, having focused on Switzerland, the Middle East, Africa, Non-Resident Indians (NRI) and the UK.

Hugh O’Donnell joins Highvern as Client Director

Hugh has spent the past 10 years in the Dubai International Finance Centre

Quilter appoints chief risk officer

Her appointment further strengthens our executive management team.

Fidelity International appoints new Head of UK Wholesale

Prior to joining Fidelity, Dennis has held various senior sales and distribution roles at a number of boutique asset managers.

Ex-UBS chairman Weber joins Boston Consulting as adviser

The report was confirmed by Boston Consulting Group to Reuters.

McInroy & Wood poaches Arbuthnot Latham investment boss

Gregory Perdon joins McInroy & Wood after 12 years at Arbuthnot Latham where he served as its head of research and as its co-chief investment officer.

Neuchâtel wealth manager XO Investments appoints two directors

Alessia Schmid and Jörg Odermatt, whose appointment went into effect 1 January, have expanded the board’s size to six.

Geneva-based CBH Bank expands board of directors

Matthey-Junod is a lawyer with extensive knowledge of the financial sector.

Morningstar Appoints Director of Manager Research

She is responsible for overseeing active research and analyst teams in China and South Korea, in addition to her existing responsibilities leading the analyst teams in Hong Kong, Singapore, and Thailand.

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