Managers of Wealth

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.

Rothschild Snaps Up Ex-Credit Suisse Top Banker

The Zurich-based private bank – part of the wider Rothschild & Co group – last year wrapped up the sale of its trust business, shut an office in Hong Kong office, merged the Genevan subsidiary Equitas, and appointed a new chairman, Gary Po

IWP appoints non-executive director

She is advising the Money & Pensions Service on its 10-year strategy to improve the UK’s financial wellbeing.

Bluespring Wealth Partners Bolsters Team

Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success

Ex-Global Head of Investments at Credit Suisse joins Blockchain Valley Ventures

Banking heavyweight Thomas Amstutz has joined Blockchain Valley Ventures, a venture capital firm focused on blockchain start-ups

Pictet Senior Banker Joins RBC's Private Banking Team

In his new role, Tong will advise Singaporean and Chinese clients and families that have ties globally

Deutsche Bank int’l private bank Americas boss exits

It is not yet known if he is joining another firm following his exit next month.

Deutsche Bank Nabs Ex-Credit Suisse Banker

She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.

LPL Financial Welcomes Stabler Wealth Management

They are a family-oriented firm supported by a long tenured team of four staff members.

HSBC GAM multi-asset PM takes senior ESG post at boutique

UK-based group expands on recently purchased fund range with new appointment.

Exclusive: UBS head of portfolio management for investment solutions leaves in PMs shake up

He was the listed portfolio manager for four funds.

Executive Moves