Managers of Wealth

Sanne appoints Head of UK Business Development

He will implement integral plans to ensure growth targets are exceeded across the business, whilst exploring new strategic business development opportunities across the UK.

Investec Wealth appoints new Bristol boss following hiring spree

Sam Wright will head the regional office after being promoted from the role of senior investment director.

Credit Suisse bolsters Indonesia private banking unit

Tay joins from Deutsche Bank Wealth Management where he spent 18 years, last as group head Southeast Asia.

Zug boutique appoints two board members

Marco Fiorini joins the firm from Carmignac and Felix Horber previously worked at Swiss Re.

Waverton appoints experienced marketing head

Her established background in wealth management which includes working at Rothschild, Canaccord Genuity and Brewin Dolphin, will be highly relevant as Waverton gains momentum as a thriving business with strong investment credentials.

Sun Life welcomes new chief financial officer for Asia

Kim Yeoh will be responsible for shaping and executing company’s financial strategy in region

$150m Julius Baer team in Uruguay moves to rival firm

The two had run a $150m in assets for clients based mostly in Argentina, according to sources familiar with the matter.

Cresset Establishes Presence in L.A.

Cresset now manages more than $13 billion in client assets across 10 locations around the nation

The Archer Group joins Janney

Janney welcomes the nearly 50 years industry experience of The Archer Group.

intelliflo names first Chief Product Officer and Head of Australia

Kannady joins intelliflo from Envestnet, where he led product design, development and strategy for the firm’s next generation platform and user experience, as well as integrations with other third-party software partners and products.

GAM Grows Singapore Team

He will be responsible for business development and client relationships in Singapore and the South East Asia region.

Sancus expands UK Team with two specialist hires

Sancus specialises in property bridging and development financing

Blackstone Hires Global Head of Diversity, Equity and Inclusion

Glenn joins from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity and Inclusion.

Morgan Stanley boosts Miami team

Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.

Barclays Nabs Ex-J.P. Morgan Investment Banker

Previously, she was an executive director at UBS’ M&A team in New York.

Pictet appoints first female partner in 200-year history

Elif Aktuğ and François Pictet will be the 44th and 45th managing partners in the 216-year history of the firm.

Credit Suisse snares new debt capital markets boss

“Michael is a proven business builder with deep relationships across key treasury teams in Australia and New Zealand,” Monday’s internal memo said.

EFG makes new hires in Singapore, Hong Kong

Timothy Lo joins as north Asia vice chairman from Credit Agricole Indosuez.

Boston Multi Family Office announces promotions

Rachel is dedicated to the administration of a wide portfolio of trusts and companies which include family trusts, trading companies and asset holding structures.

Lombard Odier Investment Managers bolsters fixed income sustainability expertise with senior Portfolio Manager hire

Erika Wranegard joins in Geneva to manage LOIM’s TargetNetZero Investment Grade Credit Strategies

Executive Moves