Managers of Wealth

Indosuez Adds Investment Advisors in Singapore

Sandra Nilsson and Vikram Narayanan join Indosuez Wealth Management’s Singapore branch as investment advisors, according to a statement.

SVB Private Appoints Head of Wealth Advisory West

He is one of three regional heads leading the Wealth Advisory business alongside Rich Jaffe, Head of Wealth Advisory Northeast, and Ro Mehrotra, Head of Wealth Advisory Central & South.

LGT Wealth Management announces Governing and Management Board appointments

Announces four new Board appointments.

Macquarie strengthens equities capabilities with transition management appointment

Mr. Carangelo joins from State Street Global Markets

Eveline Kobler to be the new Head of Group Communications from 1 February 2023

Since 2011 she has also been part of the moderation team for the interview show "Samstagsrundschau" on Radio SRF.

Buckinghamshire-based 2hWealthcare team joins Evelyn Partners

Steve Wilson, Managing Partner and founder of 2hWealthcare, joins Evelyn Partners as part of a four-strong team through the group’s succession programme.

Welcome to our New Non-Executive Director

Giles has extensive experience in financial technology, lending and investment.

SJP liquid markets head exits after only a year

Joe Wiggins joined SJP last July, after an eight-year stint at ASI, where he manged its multi-manager range.

Revealed: Weatherbys adds ex-Investec robo boss to board

The private bank believes Millar’s experience on the shuttered robo-adviser will help boost its digital capabilities.

Zurich IAM hires wealth manager from UBS

Steinacher joins after 15 years at UBS and will keep working with clients from Cyprus and Greece.

Deutsche Börse’s Zurich crypto AM joins Asset Management Association Switzerland

It is Finma licenced and a subsidiary of Crypto Finance, which offers digital asset services in asset management, brokerage, custody, tokenisation and infrastructure for financial institutions.

Deutsche Bank hires ex-Goldman Sachs exec to Americas wealth management unit

At his previous role at the Wall Street bank, he was instrumental in building out its private bank lending business, where he originated more than $10 billion of loan transactions.

Sionic Appoints to Lead Asset Management Delivery

We’re welcoming a new colleague into a strategic new role

HSBC Nets Ex-Citi Banker in Russia

India has been named a strategic growth market for HSBC which it said it is accelerating its investments across the WPB business in the country.

Ocorian makes key hires to newly established Strategic Client Group

They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.

BNY Mellon Wealth Management Names Palm Beach Market President

William brings over 14 years of experience in the financial services industry

Private Wealth Advisor Joins UBS in San Diego Area

Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.

First Republic Appoints Wealth Manager in Florida

Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.

Rothschild & Co hires Managing Director in North America

Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas

Former Barclays Wealth boss joins Stonehage Fleming board

Dena Brumpton and former Maitland chair Michael Solomon have been appointed to the Stonehage board.

Executive Moves