Managers of Wealth

UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region

He will begin his role at the conclusion of his notice period.

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.

FINMA Executive Board: Thomas Hirschi to leave FINMA

FINMA’s Board of Directors and Executive Board thank Thomas Hirschi for his valuable contribution during his time at FINMA.

Broadridge appoints global head of custom policy

The appointment underscores Broadridge’s new investments in innovating in the Institutional Governance space

EFG’s UK boss on ‘strategic’ hiring after Credit Suisse collapse

Christian Berchem says Swiss private bank has been winning market share from competitors in the UK where it is vying to become one of the top advisers

Hong Leong Bank Appoints New Private Banking Head Amid Regional Expansion

The bank is set to appoint the former head of Malaysia market at Bank of Singapore to lead its private banking division.

OCBC appoints Tan Teck Long as Group Chief Executive Officer, succeeding Helen Wong

As part of a smooth transition over the next 6 months, Mr Tan – who has been Head of Global Wholesale Banking since joining OCBC in March 2022 – will with immediate effect assume the additional role of Deputy CEO.

RBC Appoints New COO for Wealth Management Asia

She joined RBC in 2018 and currently heads the APAC business transformation group and finance change management.

Evelyn Partners appoints new Head of Financial Planning Advice

Philip Lewis joins from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability.

New appointments at UBS

At UBS, Ms Bee will focus on working with high and ultra-high net worth clients.

Fisch Asset Management appoints Hartmut Leser to its Board of Directors

Currently, Hartmut Leser serves on various supervisory boards and is a partner at Brain Capital

Citi Nets Ex-UBS Executive for Markets Unit in Hong Kong

Previously, she held several senior markets and investment banking roles at Deutsche Bank, Standard Chartered, Investor AB and Bank of America Merrill Lynch.

DBS appoints Loic Voide as head of Private Banking for Middle East & Africa

He will be based at DBS' branch in the Dubai International Financial Centre

Sales director exits Ninety One

Spent two decades with the firm

Former UBS chair joins star-studded AI advisory board

Axel Weber is the latest addition to the Model ML advisory board, joining fellow new recruits Jeff McDermott and Philipp Rickenbacher.

New Client Advisors join UBS Global Wealth Management in Jersey

At UBS, Tina will focus on working with high and ultra-high net worth clients.

Vistra Appoints Karen Bennett as Chief Delivery Officer

Karen joined Vistra in 2024 after the merger with Tricor to lead operational excellence.

Saffery Trust appoints Associate Director of Compliance in Guernsey

Shekouba holds a bachelor’s degree in law and a Master of Laws degree from the University of Sussex.

DFM Firm Sparrows Capital Promotes Phillip Young to Deputy CIO

The promotion comes a few months after the DFM firm hired James Denton, Paul Fox and Michelle Liseli as Business Development Managers.

Barclays appoints Joseph Lee as Head of High Touch Sales Trading, Asia Pacific

Appointment reinforces Barclays’ commitment to scaling its APAC Equities franchise and delivering high-touch execution to clients across the region

Executive Moves