Managers of Wealth

JPM Private Bank boosts Mexico team

He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.

Asset manager is expanding its workforce in Zurich

“We have always invested in our teams since Decalia was founded in 2014,” emphasized Sébastien Demole

Allfunds chief financial director resigns after one year in the role

He will remain in his role through early Q2 2022 to support an orderly transition.

Oppenheimer Names President

Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,

Tilney Smith & Williamson continues expansion

Neil has more than 30 years’ financial services experience and joins from Francis Clark Financial Planning where he worked initially as a Paraplanner and latterly a Financial Planner.

Deutsche Bank strengthens South-east Asia team with 3 key appointments

Tan and Tee report to Urs Brudermann while Darmawan reports to Ingrid Widjaya.

New London Representative for Guernsey Finance

He will be responsible for expanding Guernsey’s range of activities in the City of London, and ultimately throughout the UK, identifying opportunities for Guernsey financial services businesses.

GAM appoints Client Director

Christian Lorenz worked for Edmond de Rothschild in Geneva for more than twenty years

Brown Shipley hires Manchester director from Barclays

Georgia Breeze, a former financial advisor at Barclays Wealth Management, will join Brown Shipley’s Manchester office as a client advisor.

Change in the management of Valiant

Stefan Gempeler, Head of Products and Operations and member of the Executive Board, is leaving Valiant to reorient himself professionally.

Golding appoints new ESG Director

He holds a master in business studies and is a CFA with 16 years of experience in the investment business

Wilmington Trust Expands Boston's Wealth Management Team

These executive additions highlight Wilmington Trust's continued, positive momentum both in the Massachusetts and its other markets, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management

Reuss Private secures services from fintech guru

As the independent asset manager Reuss Private announced on Thursday, she has appointed Margaris to the board of directors of the holding company, in which the Aargau-based company is bundling its German business.

New manager for Valiant branch in Belp comes from CS

The federally qualified banking economist has had a long career in the financial sector.

Deutsche Bank Hires Team of Ex-HSBC Private Bankers for Africa

Deutsche Bank is also bringing on three other senior relationship and investment managers from HSBC and who worked with Sayers, including Daniel Crafford, Kevin Boux and David Dizerens.

Indosuez Grows North Asia Team

He previously held senior wealth management roles in DBS Bank Private Bank and BNP Paribas Private Bank in Hong Kong as well as UBS Taiwan.

Brown Shipley hires in Edinburgh for Scotland expansion

Kenny Cummings joins the private bank's Edinburgh office as a financial planner as a new hire in the bank's plans for expansion in Scotland.

New Jersey Advisor Returns to RBC Following Restraining Order

Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.

LGIM hires senior UN adviser to head stewardship

Legal & General Investment Management has appointed Kurt Morriesen as its head of investment stewardship to lead a team dedicated to upholding ESG standards.

Ocorian appoints Business Development Director

Michelle will work closely with our existing employee incentive plan clients to ensure service excellence and will proactively develop our client book within private equity.

Executive Moves