Managers of Wealth

HSBC Bank USA Appoints Mark Pittsey Head of Wealth

He will continue to bolster our wealth offering and evolve the customer experience to expand our market share and further differentiate us from competitors.

Baker McKenzie expands forensics in Geneva

All three have extensive experience in the field of national and international white-collar crime and most recently worked for the law firm Ochsner & Associés in Geneva.

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner

From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.

Appointment of the future President of the General Management

The Board of Directors and the General Management would like to thank Edgar Jeitziner for his great commitment and for the important contribution he has made to the success of FKB.

Zurich accelerates roll-out of digital offering, announces key leadership appointments and new Executive Committee members

Zurich continues to launch innovative offerings to meet the demands of our customers and partners for a fully digital and streamlined experience.”

Bond boutique hires UBS veteran as private banking head for Geneva

The company acts as a Family Office

Impact investing platform hires LOIM multi-asset CIO

His appointment follows a decision taken last spring by the head of Portfolio Management, Valerie Dujardin, to move into a governance position within the firm and to push her career into a new phase.

WM appoints five partners

With their focus on serving the interests of clients and their great personal commitment as advisors and entrepreneurs, they have been able to build up a portfolio of loyal clients in recent years.

Barnett Waddingham makes senior hire for advisory arm

He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.

Kleinwort Hambros appoints new investment boss

Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.

AMP explores options to spin off businesses

Credit Suisse, Goldman Sachs and King & Wood Mallesons have been appointed as advisers to manage the review.

BNY Mellon appoints head of new Taiwan office

She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments

Tilney Smith & Williamson appoints first chief commercial director

John Bunch joins newly merged firm

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.

BNY Mellon Wealth Management names Senior Client Strategist

With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.

Former Pershing Executive Joins Pathstone Board

Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.

$1.2B UBS Team Jumps to Raymond James

Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.

J.P. Morgan Hires Wealth Management National Branch Business leader

U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years

CEO Exits Private Bank Amid Dissolution

Matteo Maccio, Falcon's finance chief of two years who had largely managed the mergers-and-acquisitions process as well as the wind-down disclosed in April, will take over from Keller as CEO.

Former Morgan Stanley gatekeeper joins Citi Private Bank

He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.

Executive Moves