Managers of Wealth

Asset Manager Zico Adds Veteran Banker

e was previously a director at UBS in the global family office and UNHW division.

Berkshire Hills Bancorp boosts wealth management team

Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan

Chilton Trust expands team

New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm

Brandywine Oak Private Wealth launches new tax practice

Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory

Ex-Deutsche Investment Banker Joins Barclays as China CEO

Liu has nearly 20 years of banking experience, most recently with Deutsche Bank where she was its China and Hong Kong head of institutional client group.

Utmost Group announces new Board Appointments

The new appointments will strengthen the Board, complementing the experience of the existing directors.

KKR Announces CEO Succession

Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization

SGKB Germany enlarges executive board and names new chairman

Tim Freise and Thomas Cichy join the board while Sven Thielmann will be its new leader.

Financial Advisor Caitlin Perry Joins UBS in Rutland, VT

She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.

Wealth Management Team Joins First Republic

Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.

Ex-UBS and Credit Suisse Bankers Move to Wealth Manager

Private banks are in intense competition to hire advisers that have relationships with family offices, billionaire entrepreneurs and high-net worth individuals.

StanChart private banker joins Singapore wealth boutique

Zico Asset Management is a manager and advisor for high-net worth individuals and family office clients in Asean.

Credit Suisse prioritises risk management with new board appointments following Archegos fallout

New members of the board of directors will be focused on risk management processes at the bank following its massive losses caused by the collapse of the family office earlier this year.

Radicant recruits experienced IT managers as CTO

According to the bank, the focus is on personalized financial advice and alignment with the UN's sustainability goals.

UBS In-House Lawyer Joins Law Firm Stephenson Harwood

Stephenson Harwood LLP has strengthened its international private wealth capabilities with the arrival of partner Suzanne Johnston in the firm's Singapore office. Johnston specialises in international tax and wealth planning, with a focus on advisin

Contemi Adds Financial Services Industry Veteran to Growing Team

Bernie has a proven track record of formulating and implementing robust sales & marketing initiative to ensure attainment of organisation goals, bottom-line results, exceeding targets, and establishing profitable relations while maximising profits.

Reuss Private hires asset management head

Rino Miraglia had already worked at the company as head of fixed income between 2015 and 2019.

Blackstone Hires Global Head of ESG for Private Equity

She represents Blackstone’s continued commitment to value creation through deepening ESG integration across the investment lifecycle and placing ESG at the core of its operational intervention and asset management strategy.

Lombard Odier IM bolsters sustainability expertise with senior hire

Lorenzo’s appointment is a true reflection of our investment convictions in sustainability and I am delighted to welcome him on board.

C Hoare & Co hires from Natwest to boost North East presence

Carl Brian has held various positions at Coutts and Natwest Private Banking

Executive Moves