Managers of Wealth

Close Brothers AM CEO steps down

Martin has been with CBAM for sixteen years, the last thirteen of which as Chief Executive.

Mercer Boosts Regional Wealth Capabilities

In her new role, she will be is responsible for leading the strategic expansion of the proposition and driving growth for Mercer FundWatch in established markets like Singapore and Hong Kong, as well as in new markets such as Taiwan.

BNY Mellon taps Natixis for head of European distribution

Shafer will also chair the firm’s Emea distribution executive committee.

HSBC's Regional Wealth Head Takes on New Role

«[The appointment] provides a solid foundation to continue to transform and exponentially grow our insurance franchise as we aim to scale up our wealth capabilities globally, particularly in the Greater Bay Area, mainland China, ASEAN and India,&

SZKB appoints head of private banking

SZKB private banking manager pursued internal leadership program.

Santander hires BlackRock exec as CEO of global asset management

She brings an international background in fund distribution and management and in business development

Quilter Cheviot enhances small cap strategy with promotion of Amisha Chohan

Chohan takes responsibility for research and investment strategy for Quilter Cheviot’s AIM portfolio service

Rockefeller Lures Experienced FAs from Truist

As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments

Credit Suisse’s North Asia Private Banking Head Retires

He had informed the bank earlier this year of his departure after 14 years with the bank.

Boutique fund manager appoints head of private wealth

Warakirri Asset Management has announced the appointment of a head of private wealth.

DBS Exec to Lead Carbon Credits Exchange

He will also drive the company's culture, values, and behaviour, while building up a high performing team passionate about catalysing scalable sustainable solutions.

Credit Suisse Appoints Philippines Market Leader

Based in Singapore, Eugster will continue reporting to Philippines market group head Marcus Slöör.

Falcon Wealth adds new MD

Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters

GIC Nabs Senior Credit Suisse Technologist

The sovereign wealth fund has increasingly turned its gaze toward tech investments of late, particularly the growing digital assets sector.

Pensexpert appoints new regional manager in Basel

Pensexpert has promoted Alan Mastria as the new head of the Northwestern Switzerland region on November 1st.

Geneva boutique hires manager for private debt strategy

Schappler will take over the management of the private debt strategy.

Valiant board member exits

She will join AMAG Leasing as managing director in January 2022 and, as a result of this, she has been giving up her board mandates.

UK's oldest privately-owned bank appoints non-executive director

India brings 25 years’ experience in financial services

BNY Mellon WM names senior wealth manager

Mandy earned a Bachelor of Arts and a Master of Business Administration from Wheeling Jesuit University.

Founder's Daughter Takes Over Private Bank

Michaela has all the requisite business-oriented knowledge which will allow her to seamlessly assume her CEO responsibilities.

Executive Moves