Managers of Wealth

Credit Suisse head assumes private wealth role at KKR

Jacqueline Zhuang joined KKR as head of private wealth for Southeast Asia and director of its client and partner group in December.

Head of wealth management firm Brewin Dolphin in Wales stands down

David Myrddin-Evans, who will remain with the firm, has been succeeded as head of the firm's Cardiff office by Geraint Hampson-Jones

Credit Suisse Shuffles Investment Bankers

It is signed by David Miller, who is head of capital markets and advisory in the wider investment bank, which he briefly represented in top management until a revamp in 2020.

FINMA Executive Board: Thomas Hirschi to lead banking supervision

Thomas Hirschi has led the Asset Management division since 1 January 2020 and is a member of FINMA’s Executive Board.

Credit Suisse poaches Nomura banker for investment bank and wealth management tie up

Expanding links between its investment bank and wealth management unit is a key priority for Credit Suisse

UBS Digital Expert Exits for Fintech Role

The Zurich-based start-up recently added Spiros Margaris to the board that Boeckenfeld is joining, alongside Beat Hodel and Marc Bernegger.

Former Sandaire CEO appointed chairman of debt advisory firm

Arc & Co. are expanding both in personnel and the markets in which they operate.

Sanctum Wealth appoints Co-head of Products & Solutions

Over a long career across wealth management and financial markets, Manish has held leadership positions across banks, NBFCs and broking companies.

Tilney S&W adds to Exeter office

They join the firm at an exciting time for the office in Sterling Court which goes into 2022 seeing increased demand for its services.

International Private Bank appoints Global Head of Product Platforms & Sustainable Solutions

Her role will be a significant driver as we pursue delivery of the IPB’s ESG targets.

Büll Family Office appoints investment manager

Rossmann comes from the investment company Team Global, for which he worked from March to November last year. Before that, he worked for Porsche Consulting in Munich for more than four years.

Sustainability Start-Up Hires J. Safra Sarasin Veteran

From 2013, he was responsible for the sustainable investment process and the sustainability strategy of the bank

HSBC PB regional head joins $481bn alternative asset manager

Edward Moon will join Apollo as head of Asia Pacific for global wealth, based in Hong Kong.

Saffery Champness announces promotions in Guernsey

He joined Saffery Champness Registered Fiduciaries as a trust administrator 12 years ago.

UBS fills two new positions in Apac sustainable finance office

Esther Tsang joins the team as ESG corporate strategy lead. In an internal move, Beatrice Faessler joins as ESG project manager.

UBP Hires Ex-Julius Baer Wealth Planner

Previously, he also worked for DBS where he led its private trust, securities and fiduciary services unit.

Leading private client advisor to join Boodle Hatfield

Clare is recognised for her work having won multiple awards from the leading private wealth awards bodies and was recently recognised as one of the top 50 most Influential Private Client Advisors.

Credit Suisse Nabs Barclays Banker for Israel

Joseph Wolf brings some 27 years of banking experience, with a focus on the Israeli technology sector.

First Republic boosts New York team

They are highly regarded wealth managers and are a strong addition to our expanding team serving metropolitan New York

Schroders appoints as Head of Sustainability, North America

Marina will report to Andy Howard, Global Head of Sustainable Investment and regionally to Tiffani Potesta, Chief Strategy Officer, North America.

Executive Moves