Managers of Wealth

Financial advisor joins UBS

He spent the past five years as a Portfolio Management Director at Morgan Stanley

Credit Suisse Investment Bank Chair in Discussions to Exit

Previously, he was also the global head of asset management where he was a proponent of the Greensill supply chain funds which were launched in 2017 a year after his appointment.

Further appointments at Sancus

The hiring of Tony, Barry and the new starters this year and those we look forward to announcing in early 2022 will enable us to build on the successful foundations we have laid in 2021.”

Wilmington Trust boosts wealth team

These hires highlight Wilmington Trust's continued momentum in New York City, the Tri-State region, and beyond, which began with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.

Mercer expands investment team with three senior appointments

All three new hires join as Principals and will report to Dan Melley, Head of UK Investments at Mercer.

CIG Capital Advisors names Head of Wealth Management

Michele Hennessy Joins Firm to Support Continued Innovation & Growth

Mirabaud Advances Asset Manager to Equity Partner

Mirabaud Announces an Evolution in its Management Structure and appoints Anu Narula as new Equity Partner

Credit Suisse Unveils Leaders of Asia Pacific Unit

The region accounts for 19 percent of group revenue with client business volumes

Bitcoin Suisse Founder Steps Down From Board

He founded Bitcoin Suisse in 2013 and will remain with the company as Honorary Chairman.

BNY Mellon Wealth Management expands team

Joins BNY Mellon Wealth Management from WHYY

VP Bank Names Risk Chief for Asia

Based in Hong Kong, Chee will be responsible for all risk management strategies and operations while also supervising the bank’s legal and compliance functions in the region.

Bordier UK appoints a Director of Sales & Marketing

He will report to Bordier UK CEO, Jamie MacLeod, in his new role.

J Safra Sarasin sustainable fund managers join Man GLG

Yohann Terry and Jann Breitenmoser will be part of the firm’s equity team.

Swiss Re appoints Group Chief Digital & Technology Officer

She is currently Swiss Re’s Group Digital Transformation Officer

Apex Group appoints Head of Family Office

Apex’s teams work closely with Family Office clients to develop tailored solutions and to provide a flexible and reliable service.

EFG hires industry vet from Pershing to lead LatAm operations unit

A spokesperson for EFG confirmed his hire.

UBS Appoints Financial Advisor in Los Angeles County, CA

She provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.

Sandie O'Connor Elected to the Board of Directors of BNY Mellon

She held several senior leadership positions at the firm including Global Treasurer and head of Prime Services and was a member of the firm's Executive Committee.

Valiant recruits new head of wealth management for Northwest Switzerland region

Roland Graf joins from Basler Kantonalbank.

Head of UOB Private Bank Exits

In the first half of 2021, UOB’s assets under management for high affluent clients – which includes private banking clients – increased 7 percent to S$137 billion ($100 billion).

Executive Moves