Managers of Wealth

Deutsche Bank makes double hire to wealth management business in EM

In his new role as group heaf North Asia, Kwok will be reporting to Kanas Chan, managing director, head of North Asia.

BBVA Wealth Solutions, Inc. names Jorge Unda its Chief Investment Officer

Unda has been with BBVA since 1990

MLC Wealth Appoints Darren McKenzie As Chief Technology And Operations Officer

He is well regarded as a strong leader with an ability to create long-term customer-focused solutions to complex business challenges.

Changes to the UBS Board of Directors

UBS Chairman Axel Weber commented:I am very pleased to announce the nomination of Nathalie Rachou and Mark Hughes for election to the Board.

Two board members of UBS step down

Rachou has been a member of the Board of Directors at Société Générale and will step down from that position on 19 May 2020 - a position she has held for twelve years.

Julius Baer appoints Europe portfolio management head

Nicolas de Skowronski and Yves Bonzon have been appointed as co-heads of the investment and wealth management solutions department.

Close Brothers makes senior appoinment

We are creating a leading team to spearhead the growth of our market share, made up of select, high quality individuals, and this hire is a clear testament to the businesses’ ability to attract excellent candidates.

Bernstein Appoints New Senior Leadership in Private Wealth Management Division

Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management

Self Bank continues hiring spree with four appointments

Self Bank Banca Privada announced an enhancement to its business model in October 2019

SCB Julius Baer appoints new CEO

SCB Julius Baer, the strategic wealth management joint venture between Siam Commercial Bank and Julius Baer, has appointed Lalitphat Toranavikrai as new CEO effective immediately.

Indosuez Wealth Management Hires Quartet

She brings 25 years of private banking experience

Lombard Odier IM boosts thematic equities strategies with three hires

Henk Grootveld, who will lead the team, brings over twenty years' experience and expertise in thematic investment.

Nyon firm expands with new managing partner

Pittet previously worked at Banque Pictet & Cie for eight years as an investment manager for private equity.

BNY Mellon Wealth Management Names Raymond J. Janvier as Senior Client Strategist in Washington, D.C.

Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients

UBS Hires Schwab “Private Client” Broker in Indiana

While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.

Wealthify appoints Simon Holland as chief product officer

Prior to that, Simon has built e-commerce, online banking and developer portals for global banks and marketplaces.

BNY Mellon Wealth Management Names Kent C. Moegerle as Regional Head of Client Strategy in Atlanta, GA

Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.

Bantleon hires credit PM

That is why we are expanding our credit portfolio management.

New Head of Lombard Odier in Dubai

Guy Olivier Bambule as Local Managing Director of Lombard Odier’s Representative Office in Dubai

Bank Linth appoints new Lake Zurich PB head

Züsli will become deputy head of private banking in Uznach and will focus on advising clients with special investment requirements within the region.

Executive Moves