Managers of Wealth

Veteran U.S.-based lawyer joins CI Financial

Veteran U.S.-based lawyer brings 35 years of banking and business law experience

Wealth Management Software & Infrastructure Leader Appoints CEO

WealthTech Veteran to Focus on Accelerating Next Phase of Growth and Empowering Financial Advisors and Enterprises with Next-Gen Wealth Data, Insights and Portfolio Management

Barclays appoints Head of Corporate Banking, Asia Pacific and Middle East

He will be responsible for managing and developing the Corporate Banking business, expanding and strengthening client relationships in Asia Pacific and Middle East.

BNP Paribas AM announces senior appointments

He will be responsible for further developing BNPP AM’s global franchise across European markets, to support the growth strategy of the business.

BNY Mellon Wealth Management Expands Seattle Office with Two New Hires

They are both based in Seattle.

Raffles Family Office Hires Deputy Chief

The newly created role is part of broader plans to expand the multi-family office's C-suite team to «sustain growth trajectory and explore new service offerings

HSBC appoints new Head of Wealth and Personal Banking for Channel Islands and Isle of Man

Previously Chief Operating Officer (COO) for HSBC in the UK, Emma, who will be based in Jersey, will also join the bank’s Executive Committee in the islands as well as the Europe, Middle East and Africa (EMEA) WPB Executive Committee.

Pictet Hires Former UBS Philanthropy Advisor

Based in Hong Kong, Gao reports locally to Hong Kong branch chief executive Alex Ng and functionally to Geneva-based global head of philanthropy services Christoph Courth.

iM Global Partner expands in EMEA

Simon joins iM Global Partner from Swiss Rock Asset Management, where he was head of sales and client relations.

Brewin Dolphin’s Edinburgh office grows team with new hire

His appointment further enhances the Edinburgh office’s investment management and financial planning capabilities.

FWA appointments first President

She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.

Deutsche Bank Eyes Florida Expansion

He will move to Miami from New York City as part of his new role

GAM partners with asset manager

Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.

Ex-BNP Paribas WM joins Zwei Wealth

He takes over the management of customer mandates and is involved as a partner in the expansion of ZWEI Wealth in western Switzerland.

J Safra Sarasin hires institutional and wholesale distribution head for Spain

She worked for Cortefiel Group (Tendam) as Head of Investor Relations, and in the private banking of Morgan Stanley SV SA in Spain.

UBP Creates New Advisory Solutions Unit in Asia

The newly created advisory solutions team will sit under the investment services unit in Asia.

Titan Wealth appoints Group Head of Sales

He will be responsible for managing all business origination and commercial proposition development across the full range of Titan Wealth’s businesses

abrdn Appoints APAC Head of Institutional Clients

Based in Hong Kong, Tang will report to APAC chief executive Rene Buehlmann.

J.P. MAM head of Australia funds departs

Head of the funds business for Australia and New Zealand David Hallifax will pursue other opportunities, the asset manager confirmed.

Far-sighted succession planning at the top of Swisscom

The IT business in Switzerland has also grown strongly under his leadership, and we have expanded into areas such as cloud and security.

Executive Moves