Managers of Wealth

UBS Asset Management Appoints Australasia Country Head

She has 20 years of asset management experience, most recently with Blackrock where she was its chief operating officer, general counsel and head of public policy for Australasia.

Ex-Brooks Macdonald CEO joins abrdn

Abrdn’s personal wealth business includes Abrdn Financial Planning Limited and its direct-to-customer propositions including Digital Retirement Advice.

Cryptocurrencies: the most important invention since the internet?

There are plenty of evangelists out there making hyperbolic claims about Bitcoin et al. But just what exactly are cryptocurrencies and is there a business case for them?

Schroders deepens Sustainable Investment Team talent with global hires

Margot joins from Redburn where she was a partner, having played a leading role in developing the firm’s ESG business and related client base.

BNY Mellon Wealth Management Named Head of Investments, Global Family Office

Rajesh brings more than 25 years of investment and management experience to this role.

SEBA Bank Adds to Executive Team

The two new divisions, ‘Market and Investment Solutions’ and ‘Client and Technology Solutions’ are designed to better serve customer investment goals, in addition to SEBA Bank’s own business objectives.

F2 Strategy Hires Banking and WealthTech Leader

Bornstein-Bayer is F2 Strategy’s first C-Suite hire as the WealthTech firm undergoes exponential growth

New Director at Invicta

His appointment to the board will strengthen our team at board level.

Deutsche Bank names new co-head for international private bank in New York

Walia, designated as a managing director, co-heads IPB's New York operations with Anthony Valvo, who is also the unit's head of Miami.

Withers takes on tax heavyweight to head corporate tax in Italy

Stefano has a deep level of experience in advising on domestic and international tax issues in corporate transactions and M&A

BMO adds new senior role focused on wealth firm strategy, growth

Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth

Digital Wealth Manager Makes Senior Hires

He previously spent a decade at Standard Chartered Bank in Hong Kong and Singapore

Glyn Jones to retire as Quilter Chair in 2022

Quilter has matured into a business that is poised to deliver on its potential.

Former Pictet EM equity head resurfaces at boutique

The new hire will help the firm build out its global emerging markets equity operation.

UBS Hires Team of Private Bankers From Credit Suisse for Israel

Israel has experienced a wealth boom tied to surging investments in the country’s technology industry.

Long-Tenured Lombard Odier Executive Moves

UBP has been expanding in that area over the past few years and sees significant potential in the Zurich market

Amundi appoints new head of marketing and products

Former CEO of Amundi South Asia joins division

Mercer Appoints Hong Kong CEO for Private Client Services

Mercer has appointed Christina Wong as CEO for Private Client Services (PCS) Hong Kong, effective 11 August, the firm announced in a statement.

ZICO Asset Management hires Head of Advisory

He was also formally from UBS where he was a Director in the Global Family Office and Ultra High Net Worth division.

Investment banking chairman joins Apollo Global Management

Lewis to Join Apollo’s Management Committee