Managers of Wealth

Lancaster Guernsey reshuffles top team

Paul has more than 28 years of experience in finance and has been with Lancaster since 2013.

Citibank Singapore Appoints Matt Read as Retail Banking Head

Corporate veteran to build on good start to bank's bold wealth management goals

Merrill's Private Wealth Head to Retire

Donald Plaus, who has led the ultra-high-net-worth unit since 2017, is leaving the firm next month.

BLKB’s Radicant replaces CEO after media controversy

Radicant has appointed two co-CEOs on an interim basis.

Five-strong Credit Suisse Zurich private banking team exits

Central America team head Cristiano Russo left the firm alongside a quartet of private bankers catering to clients in the region from Zurich.

UBS appoints Michael Mimick to lead Midwest Wealth Management Market

He was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.

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.

Executive Moves