Managers of Wealth

JPM Asset Management appoints offshore sales manager

Offshore client advisors Estefania Chuecos and Carlos Brussa have also had their client coverage in the US expanded.

Saudi Wealth Fund Makes Senior Hires, Including Goldman Banker

The wealth fund is a key lever for the kingdom’s efforts to revive growth after a recession caused by the coronavirus pandemic and lower oil prices.

Ex-J.P. Morgan Exec Joins UBS Private Markets Unit

Chan rejoins the Swiss bank after previously serving in a similar role as its Greater China head of private markets distribution.

ECB tells Deutsche Bank to find new chairman fast - sources

The ECB’s chief supervisor Andrea Enria has addressed this question multiple times in ongoing high-level communication with the bank

Fortis Financial, Inc. and Fortis Private Bank Announce the Appointment of Brian Lilly to the Board of Directors

In this role, he provided strategic guidance during the historic geographic split of the organization, resulting in two multibillion-dollar publicly traded banks on the NYSE.

Grégoire Bordier named as New Chairman of the Association of Swiss Private Banks

Grégoire Bordier, Managing Partner with unlimited personal liability at Bordier & Cie, has been named Chairman of the Association of Swiss Private Banks.

Man Group CIO exit sparks boardroom shake-up

Sandy Rattray will retire later this year, leading to a redistribution of board responsibilities.

HSBC chooses duo to lead Asia growth charge as Wong bows out

Bank's longtime regional chief credited with smoothing relations with China

Northern Trust Appoints Managing Director in New York

Tom Dempsey brings deep experience in the private equity space specifically within the financial services industry

Credit Suisse Appoints at Asset Management Arm

The asset management unit is now the subject of a wider, extensive strategy review which is roiling the Swiss wealth manager.

Onex appoints head of ESG

All amounts in U.S. dollars unless otherwise stated

Highvern Group appoints new head of Family Office Services

Responding to the changing needs of his client, Richard went on to migrate the family office into a multi-family office environment.

Morgan Stanley appoints E*Trade leaders to top wealth division jobs

The moves make a unified leadership team, Andy Saperstein, head of the wealth business, wrote in the memo.

Swiss private bank bolsters Asia business

Added Frankie Tong as managing director, head of investment consultants, North Asia, since March 2021, as well as senior relationship managers Gigi Liu and Connie Chan.

Investec combines planning services in advice arm launch

Holgate has been with Investec for four years but in the industry for 17 years.

TD triggers management shakeup after head of private wealth departs

Big Six bank's head of private wealth and financial planning stepping down after 14 years

Broadridge boosts board

He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.

Hiscox names new art & private client distribution lead

The newly created role covers Hiscox UK’s ‘Art and Private Client’ (APC) division, which encompasses its high net worth home, motor and fine art lines, sold via brokers and direct to customers.

Zuger Kantonalbank: Head of corporate clients disembark

After eight years, he is leaving the bank at his own request with immediate effect in order to devote himself to new tasks outside the bank, as we learned further.

Smith & Williamson continues Forensic Services team expansion with senior hire

Jenny has a particular specialism in the not-for-profit-sector, having spent some time out of the profession as finance director of two charities.

Executive Moves