Managers of Wealth

Heartwood names new CEO as it completes rebrand

Heartwood Wealth Management has named a new chief executive and dropped its name in favour of Handelsbanken Wealth & Asset Management.

Geneva PB hires rival's CEO to lead Zurich office

The bank said the opening is part of the plan to strengthen its presence in Switzerland.

Vontobel Bank Grows Team in Hong Kong

The asset management firm's new hire in Hong Kong aims to support global and regional private banks with the firmʼs multi-boutique offering.

Finantix further strengthens APAC capabilities

Latest appointments show firm’s ongoing commitment to building regional talent and strengthen APAC teams

JM Finn hires Senior Investment Manager

Jonathan has over 25 years of experience managing private client portfolios

HSBC Names Top Local Celebrity as Ambassador for Super Affluent Brand

The bank’s decision to select a high-profile celebrity in Hong Kong is driven in part by its optimistic outlook in the city’s wealth growth

Mark Leach appointed partner at James Hambro & Partners

Wealth manager James Hambro & Partners (JH&P) has made Portfolio Manager Mark Leach a partner.

HSBC hires ‘heavenly king’ to promote wealth management services in Greater Bay Area

Kwok appointed ambassador as part of efforts to better tap growing wealth in China

Saunderson House appoints Financial Planning Director

Lee Bailey has joined Saunderson House as Financial Planning Director and brings bringing over 25 years of private client experience within financial services, having spent the last decade at Odey Wealth Management.

REDD recruits Head of Private Client Division

To deliver the finest quality residential property, REDD collaborates closely with their network of suppliers and contacts who include leading architectural firms, interior designers and property advisers.

Fifth Third names new head of private banking

He had been a director at the private bank in Cincinnati and remains a senior vice president.

HSBC veteran hired to head Singapore operations of China's CreditEase

Prior to joining the firm, Mr Yeo held senior roles at HSBC for nearly 15 years.

UBS Celebrates Client Advisor Promotions

We take great pride at UBS in offering career development and rewarding the hard work and dedication that we see from our staff.

Revolut Singapore Compliance Chief Joins Swiss Private Bank

He was previously with Deutsche Bank and UBS Investment Bank in various country, regional and global compliance roles.

Claire Burden joins Smith & Williamson

“Many businesses are currently impacted by unforeseen external events, altering planned strategy, working capital and profitability,” says Greg Palfrey, Head of Advisory Consultancy at Smith & Williamson.

BNY Mellon Wealth Management Names Market President in Houston, TX

Adam joins BNY Mellon from Bank of America Private Bank

Wasil Mohar Joins SEI Institutional Group’s Client Strategy Team

Wasil joins SEI from Willis Towers Watson, where he spent the past 14 years in their actuarial and investment practices.

Brown Shipley hires from Julius Baer for newly created role

Second hire from Julius Baer

Julius Baer’s boutique Kairos names third CEO in two years

The new CEO most recently held a similar role at BancoPosta Fondi.

Wealth management firm adds two advisers

In addition, wealth adviser Lou Auriemma joins PWA with many years of experience in the financial services industry.

Executive Moves