Managers of Wealth

Julius Baer creates key UK role in quadruple raid on wealth rivals

Stefano Lupi has left to Pictet to take a new post at Julius Baer International, focusing on bringing new products to its UK ultra-high-net-worth clients.

Leo Wealth Adds a Senior Relationship Manager to Its Hong Kong Team

Jelmer has 17 years of experience in financial services, of which 14 years in Private Banking and Wealth Management.

Enhance appoints Senior Investment Consultant

Prior to joining Enhance, he was Managing Director at Hassium Asset Management.

VP Bank Reshuffles Asia Leadership

VP Bank has appointed Pamela Phuaas head of Singapore branch in addition to her existing role as CEO Asia

Quilter hires Fairstone’s chief product officer for tech role

Adam Smith has rejoined Quilter network as a programme director following five years at Fairstone.

$500m Morgan Stanley int’l advisor moves to indie shop Activest

Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.

CEO of VP Bank Group resigns

Paul Arni will continue to be available as a consultant during this transition phase.

Former Citi banker moves to Morgan Stanley PWM

A former banker who covered the ultra-high-net-worth segment at Citi Private Bank has moved to Morgan Stanley's Greater China team.

Integrated Partners Promotes Andree Mohr to President

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

HSBC GPB hires investment banker in UHNW team

Colvin Lok has been appointed managing director in HSBC Global Private Bank's ultra-high-net-worth team, based in Hong Kong.

Rob Kaplan Rejoins Goldman Sachs as Vice Chairman and Member of the Management Committee

In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.

Investec Names Michael Miller As Head Of Private Credit Management In Direct Lending Expansion

Miller will play a crucial role in setting up the team

BNY Mellon Hires Senior Nomura Executive

He will be responsible for leading BNY Mellon’s Japan business and join the Asia Pacific leadership council as a member.

Julius Baer International creates new senior role for UNHWIs and hires three managers

Stefano Lupi joins from Pictet as head of cross assets markets UK

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

Zurich independent asset manager expands partnership

Christian Fäh joined Privus in 2022 and was promoted to partner last month.

Arbuthnot Latham appoints Amit Modha as Director

His expertise lies in crafting bespoke investment solutions, as well as structuring intricate UK real estate lending and asset-backed lending.

Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales

Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Most hires have been at Santander’s Miami and Mexico units.

Executive Moves