Managers of Wealth

Deutsche Bank Expands Wealth Unit with HSBC Trio

He has 15 years of wealth management experience

Wealth Firm Hires Ex-Credit Suisse Banker for Swiss Push

He was responsible for wealthy private clients in French-speaking Switzerland

IWP bolsters management team with double hire

A chartered accountant by trade, Ewings' career stretches back three decades, initially training at global consultancy KPMG before holding finance director positions at various companies including most recently Succession Wealth.

Vontobel Europe appoints board member

Anton Hötzl was appointed as the third member of the Management Board of Bank Vontobel Europe AG on July 1, 2021

Former JPM healthcare manager resurfaces at UBS

The new hire is part of the investment bank's effort to hire more employees for its trading outsourcing unit Execution Hub.

Property boutique founder returns as CEO

Hams Holdener will step down from the board of directors, effective 1 November.

Rothschild & Co makes two key appointments to expand Guernsey Wealth Management business

Justine and Nathan each have two decades’ experience working in the private banking and wealth management industry in Guernsey.

BNY Mellon Wealth Management Names Head of Equities, Capital Markets Advisory and Vice Chair of Wealth Management's Investment Strategy Committee

She is based in New York

40-Year UBS Banker Retires

Of the 40 years with UBS, Humair built a distinguished career through the establishment of the wealth management franchise in Asia which is now the largest private bank in the region with $576 billion in assets under management.

Blacktower names group managing director

John Westwood will become chairman to oversee growth strategies and acquisition planning

J.P. Morgan Private Bank appoints trio of new Bay Area leaders

Barshied will lead the bank's expansion in the region, overseeing existing offices in San Francisco and Palo Alto and a new East Bay office whose location hasn't been disclosed.

Quilter appoints independent non-executive director

Chris will join the Quilter Board Risk Committee and the Board Technology and Operations Committee.

LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase

Also, as a Certified Exit Planner, Chase has strategically shifted a significant part of his focus to helping business owners maximize the value of their business in preparation for selling their company.

SS&C Adds Senior Executive to SS&C GlobeOp Private Markets Team

Suresh Krishnamurthy will lead client solutions for private equity, real estate funds

HSBC appoints head of global private banking for mainland China

Jackie Mau to focus on expanding bank’s presence in world’s second biggest wealth market

Brewin Dolphin boosts charity team with Sanlam hire

‘I am looking forward to working with the charity team at Brewin Dolphin to help them build on their success,’ Farrer said.

Multrees Investor Services boots Board of Directors

Her previous roles have seen her acting as a senior global adviser to international, listed and multi-sector clients on legal and regulatory aspects of their business strategy.

Swiss Association of Wealth Managers appoints two to board

In addition, Laurent Genoud of Eagle Invest has been appointed vice president of the association.

Björn Storim Appointed CEO of the Bank of New York Mellon SA/NV

Storim to succeed Leonique van Houwelingen who has been named EMEA Head of Strategic Growth and Regional Head of Client Coverage for Asset Servicing

Charles Stanley hires Nick Hendy as intermediary sales manager

Joins from Heartwood Investment Management

Executive Moves