Managers of Wealth

Credit Suisse Hires Ex-UBS Taiwan Private Banker

Previously, he spent 15 years in corporate banking with Citi and HSBC, mainly advising large Taiwan-listed companies.

BofA promotes Lindsay Hans to lead private wealth management

She has overseen the wealth manager's Northeast and mid-Atlantic divisions for the last six years.

Veteran Julius Baer Private Banker Moves to BIL Switzerland

It is not only in a position to report a profit but has also managed to make two key executive appointments aimed at keeping up its newfound growth momentum.

Progeny appoints new Head of Academy

Heather’s most recent role was Learning and Development Director at Balmoral Asset Management

Fund research chief exits Rothschild & Co

Experienced selector exits with new role expected in Q2, Citywire Selector has learned.

StanChart Reshuffles Asia Banking Unit

General manager of affluent coverage for onshore Singapore Sebastian Hia succeeds Lin as Taiwan CPBB head.

Multrees announces new appointments

In his new role, he will be responsible for building client relationships and helping to drive forward the firm’s growth.

Waverton accelerates Private Client growth strategy with appointment of Business Development lead

She joins a raft of recent senior hires at Waverton, reflecting the business’ strategic focus on growth and business development.

Christian Wiesendanger is back in banking

He is to replace Gabriela Nagel-Jungo and Urs Leinhäuser on the board together with Nicole Brunhart, head of transformation at the Clearstream Fund Center fund platform .

Credit Suisse appoints head of Swiss-based Central America desk

Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.

Wakefield-based wealth management company appoints new financial adviser

Mr De Block has come to the West Yorkshire firm from Santander where he provided holistic financial advice and guidance to customers.

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.

Executive Moves