Managers of Wealth

UBS Private Wealth Management hires Washington DC-based financial adviser team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office

Danske Bank promotes wealth management head to bigger role

To increase our execution power and commercial focus throughout the organisation

Two BKB council members resign

After more than 10 years in office, Ralph Lewin and Andreas Sturm will leave the institution from 31 March 2021.

Santander AM bolters illiquid efforts with new trade finance chief

Spanish group hires renowned international trade sector specialist to launch new global fund.

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.

Legg Mason's head of wealth management distribution leaves following Franklin Templeton buy out

Worked at Legg Mason for 13 years

Credit Suisse to cut up to 500 jobs as its closes Swiss branches

With a goal of 109 locations - compared to 146 at present -Credit Suisse will continue to have a strong regional presence in the future.

IQ-EQ welcomes new Client Services Director in London

Amy has led numerous accounting teams and worked on large multinational accounts across the North American and European markets.

Investment boutique appoints ex-PWC blockchain EMEA head to board

He is also a founding member of the Swiss Blockchain Federation, the Swiss Finance Technology Association and the Crypto Valley Association.

StanChart Nabs Ex-UOB Private Banker

Also joining is Guarav Gupta, who was appointed executive director and relationship manager for GSA

Schroders promotes in-house investment talent on announcing Matthew Dobbs' succession plan

This marks the execution of Schroders’ long-term succession strategy for Matthew which has been planned over a number of years.

Privatam hires ex-CA Indosuez structured products head for Europe

François Berthet will be in charge of creating and developing new products.

Skience Names BNY Mellon Veteran As President, COO

All told, Butler brings 25 years of technology and wealth management experience to his new position.

Berdon Adds Two Seasoned Professionals to Enhance Its Personal Wealth and Family Office Services Practice

With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.

Collas Crill appointes Managing Partner of its Cayman office

Group Managing Partner Jason Romer said: 'Stephen has built up a thriving dispute resolution practice with a strong reputation in insolvency and restructuring matters.

StanChart Nets Ex-HSBC Private Banker for Southeast Asia

This is part of a broader aim to grow its assets under management (AUM) to about $100 billion in three to five years.

Raymond James recruits ex-Top 30 wealth manager

Former Top 30 Under 30 recipient Matthew Hull has been appointed to the firm’s Whiteley branch.

Gemma Godfrey takes new role with wealth consolidator

As a non-executive director, the prominent wealth commentator will oversee investment management and consumer insight at consolidator Independent Wealth Planners.

CS Switzerland family solutions head exits to be Zurich PB CEO

Anlage & Privatbank has also hired a deputy CEO, who also came from Credit Suisse.

Executive Moves