Managers of Wealth

J. Safra Sarasin Nets Ex-BMO Private Banker

J. Safra Sarasin Welcomes Ex-BNP Paribas Asia Wealth Chair

Ex-Credit Suisse Asset Manager Advances at Swiss Rival

This follows his appointment as the new Head of Investment Solutions

LLB Swiss Investment appoints Markus Fuchs to executive committee

Fuchs was managing director of the Asset Management Association Switzerland from 2013 until the end of 2020.

Strategic Wealth Partners Appoints A New Chief Operating Officer

She has previously served as Principal, Client Service for State Street Global Advisors

B. Riley Wealth Management Serves as Sub-Adviser to UBP

Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers

Shawn McElmoyl Joins The Private Bank at Union Bank

Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.

VP Bank Poaches Auditor From Big-Four Firm

Markus Rohner is a financial services expert with over 15 years of experience in the audit and advisory field, including several years as an audit expert and lead auditor of financial institutions.

Private bank names new Lausanne private clients chief and Neuchâtel head

Piguet Galland has appointed René Mesot as head of private clients for the Lausanne branch and Michèle Frutiger as the Neuchâtel head.

Credit Suisse Promotes Greater China Investment Strategist

Jack Siu has been named chief investment officer, Greater China.

Haatch Ventures appoints new Head of Marketing

The arrival of Jessica completes a series of three new signings by Haatch Ventures over the past three months.

State Street Appoints Global Chief Architect

Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.

Credit Suisse’s Key Tokyo Private Banker Leads Exodus to LGT

LGT’s push into Japan comes amid fierce competition for private wealth management in Asia

Tilney Smith & Williamson makes key hire in Belfast

The hire follows on from the recent merger of the local Tilney and Smith & Williamson teams in Belfast in April.

Boodle Hatfield appoints Senior Associate in Private Client practice

This promotion is the latest sign of the continued investment the firm is making into our international private client team.

SPW and Tilney Smith & Williamson ramp up Northern Ireland recruitment

The new hires come as part of their respective regional growth strategies

Ex-Sarasin PB head made chairman in real asset firm's management overhaul

The firm focuses on real assets investments.

Blackstone expands ESG team

Last year, the firm announced a goal to reduce carbon emissions by 15% across all new investments globally where we control energy usage within the first three years of ownership.

Joe Skarda Appointed President Of KeyBank Wealth Management

He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.

J. Safra Sarasin Welcomes Ex-BNP Paribas Asia Wealth Chair

Previously, she held various senior management roles with the French lender including general manager for the Chines division and Hong Kong branch CEO.

UBS adds fixed income portfolio manager

Tom Nash spent 10 years at HSBC in Australia and London, where he was primarily responsible for HSBC's strategy on rates and foreign exchange for Australia, New Zealand and Japan.

Executive Moves