Managers of Wealth

Pitcairn Names MD of Wealth Strategies

Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office

UBP Appoints Asia Asset Management CEO

He will report functionally to co-CEO asset management and head of institutional clients Nicolas Faller as well as regional to Asia CEO of wealth management Michael Blake.

Generali Switzerland gets new boss from Germany

Generali Switzerland has appointed Christoph Schmallenbach as the new CEO.

Zurich PB appoints executive board member

He will succeed Manuel Bächi on 1 June. Bächi decided to take a new opportunity outside the bank.

JP Morgan hires senior banker in Zurich

She reports to head of JP Morgan Private Bank for Switzerland, Matteo Gianini.

CISI appoints new Essex branch President

David has held a number of Learning and Development and T&C roles across the industry and is currently T&C Manager at Charles Stanley. H

Longtime UBS executive joins Cantor Fitzgerald

He was at UBS for 25 years, serving as head of Americas for UBS Asset Management and group managing director, the statement said.

StanChart Appoints Top Leaders in Asia

In her new role, which is effective 1 April 2022, Xie Wen will be responsible for further expanding Business Banking in an efficient and sustainable way through partnerships while simplifying how we engage with clients through digital onboarding.

DWS Strategist Joins Deutsche’s Private Banking Unit

[Holtze-Jen] possesses a detailed grasp of market dynamics and drivers, with expertise in major currency pairings and Asian markets

Goldman Sachs appoints alternatives head

Prior to that, Balenzuela was managing director of institutional business development at K2 Advisors.

Blackrock Nets Morgan Stanley Executive

Shimizu will join Blackrock from Morgan Stanley Investment Management, where he was most recently its global co-head of private credit and equity distribution, head of Japan and Korea, as well as president and representative director of Japan.

Structured products firm hires Vontobel advisory investment solutions head for Switzerland

Previously he held other roles including head of sales AMCs and thematic investments and head of digital advisory and distribution.

Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth

They join from Wells Fargo Advisors.

First Republic Bank Announces Two Board Appointments

Board Welcomes New Director Shilla Kim-Parker, Reappoints Founder and Co-CEO Jim Herbert

RMB Capital Names Amber Hickory as Chief Marketing Officer

Prior to that, she spent 12 years as president of Greenhouse Partners, a brand strategy and marketing firm that has worked closely with RMB since the firm’s 2005 inception.

Chase de Vere CEO to step down; Kathleen Gallagher to take over role

Current CEO Kavanagh to become chairman

Credit Suisse Nabs RBC Investment Banker

Triggle’s appointment comes on the heels of the hire of Michael Bonacker in Frankfurt as Vice Chairman for FIG in EMEA.

Pictet WM makes key China hire, as Citi bolsters UK efforts

Private banks strengthen regional focuses with moves for experienced bankers.

Julius Baer Grows Southeast Asia With Ex-UOB Private Banker

Previously, he also held various senior leadership roles at Credit Suisse and, prior to that, worked at UBS as a senior client advisor for ultra-high net worth clients.

JPM Private Bank hires Calvert execs for sustainable investment unit

She will work with JPM’s advisors and their clients to weave sustainable investment criteria into their portfolios

Executive Moves