Managers of Wealth

Crestbridge appoints family office specialist as director

As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute

Former UBS Boss to Head Banker Lobby

He is better known as the man thrust into the CEO job at UBS 16 months before the Swiss wealth manager was forced to take a government bailout in October of 2008.

State Street Hires Ex-KPMG Executive for APAC

Previously, he was also the chief operating officer for J.P. Morgan Asset Management’s global investment solutions unit and chief operating officer for Blackrock’s EMEA institutional clients unit.

Ex-Prime Brokerage Head Returns to Credit Suisse

Separately, MENA head of equities Neil Hosie is also reportedly relocating to London and being replaced by Ryan Nelson.

Doubled business growth, a duo of promotions and a raft of new joiners at VG

Aaron Smith, who joined VG in 2018 with over ten years’ experience in finance and commercial property management, has been promoted to Senior Trust Officer.

Credit Suisse Taps Ex-Prime Brokerage Head

Hosie, who will relocate to London from Hong Kong as a result of the move, replaces Ryan Nelson, who stepped down in the wake of Archegos last month.

Bank Syz Appoints New Head of Advisory

The Bank is focused on the future, constantly looking for ways it can inspire clients to evolve with a changing landscape and seize new opportunities.

Multi family office names head of estate planning

This is a newly created role and Hélie’s appointment is effective immediately.

J. Safra Sarasin Snaps Up Ex-Deutsche Bank Duo

Both were prominent managing directors at Deutsche Bank until a shuffle late last year following the hire of top UBS banker Sofia Sool last spring.

Mirabaud Boosts Spanish Market With Key Hire

Garro's hire fills a hole left when long-standing Mirabaud partner Antonio Palma departed two years ago.

Wells Fargo Wealth & Investment Management names Head of Advice Enablement

Varner to help develop the vision and execution for how advice is delivered across WIM

Brothers Managing $460M Exit Wells Fargo For RBC

hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.

C Hoare hires senior banker in Bath for regional expansion

He will report to senior private banker Peter Gale

UBS AM loses Hong Kong head to KKR

The head of asset management for the Swiss bank is leaving to join the private equity company and help expand its outreach to wealthy individuals.

Mercer Expands China Wealth Business

According to the firm, increased access to China’s financial markets has created new opportunities, particularly with regard to sustainability.

BNY Mellon Wealth Management Names Senior Client Strategist

Bryce is based in Tampa and reports to the Market President, Sean Maguire.

Saffery Champness partner with world champion Mike Conway

Mark Blundell, CEO of MB Partners comments: “It gives me great pleasure to once again extend our relationship with Saffery Champness,”.

Informa Connect Hires for New Wealth Management Leadership Role

Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion

Hong Kong bankers are leaving Chinese firms after bonuses

The bank has been investing heavily in mainland China after the Chinese government scrapped caps limiting foreign companies taking full control of local operations.

Mirabaud taps C. Hoare and Julius Baer veteran for UK wealth drive

Mirabaud is focused on navigating clients through the constantly evolving landscape by developing solutions that harness long-term themes and build a long-term wealth legacy.

Executive Moves