Managers of Wealth

UBP Bolsters Singapore Team

He was most recently global head of institutions for Indian fund manager UTI Asset Management's Singapore subsidiary.

Merck Finck appoints ex-UBS banker as CEO

Before that, he worked for Deutsche Bank in senior positions in the field of private and business customer management, from 2011 to 2015 as spokesman for the board of Deutsche Bank Privat- und Geschäftskunden AG.

BlueOrchard appoints new CEO in executive reshuffle

He joined BlueOrchard in 2018 and is currently responsible for the portfolio management and asset allocation of all managed funds and mandates.

SIX Digital Exchange appoints Tim Grant as Head of Business

Organisation brings in experienced leader in enterprise blockchain and institutional capital markets to drive next phase of growth.

HSBC appoints Noel Quinn as Group Chief Executive

He has shown a great understanding of HSBC, the challenges we face and the significant opportunities for growth that lie ahead. We wish him the very best in taking HSBC forward.

Mutual Promotes Peter de Beyer To Lead Independent Director Role

Old Mutual Ltd on Tuesday said it has promoted Independent Non-Executive ...

Abigail Holladay joins Capital Markets team to manage transactions across Europe

On her appointment, Abigail said: "I'm delighted to join Ocorian. The team here has strong credentials and a long-term commitment to delivering superior client service."

UBP Hires Singapore COO

Pervasively, he had also held leadership roles with Barclay Wealth including COO of its global investment solutions arm.

Swiss cantonal bank chief to step down

Current chairman to resign in one year after helming organisation for a decade.

Bill Gates steps down from Microsoft board to focus on philanthropy

Mr Gates stepped down from his day-to-day role running Microsoft in 2008.

ZEDRA announces Jersey managing director appointment

He will lead the development and growth of ZEDRA’s corporate, fund administration and active wealth business on the island.

Jack Ginter to Lead Abbot Downing

Industry veteran tapped to grow the firm’s ultra-high-net-worth boutique

Old Mutual reports full-year results and the search for a new CEO

The ongoing battle between Old Mutual and Moyo appeared to come to a close in January of this year when, after an initial series of legal victories by Moyo, his case was dismissed – a decision he is appealing.

New Finma board of directors chair elected

The former Vice-Chair will take over on 1 January 2021 from Thomas Bauer, who will step down from his role at the end of the year.

HSBC names Head of Wealth and Personal Banking

HSBC’s wealth and personal banking unit is the product of the merging of HSBC’s retail banking and wealth management, and global private banking units to for a business reported to have a USD1.4 trillion valuation.

Former Brown Shipley CEO exits business

Former Brown Shipley chief executive Ian Sackfield has left the business, two years after he stepped down from the top job to become a client director.

Wealth Management Pundit Michael Kitces Jumps Ship. It’s a Big Deal.

The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.

Pascal Financial reveals new executive appointment

Up-and-coming wealthtech firm appoints Howard Atkinson as its chief strategic advisor

Swiss Wealthtech Startup appoints new CEO

Brings over 20 years’ experience in building online marketplaces and leading innovative technology startups and agile teams.

UBS AM appoints ETF capital markets head

He spent seven years at HSBC between 2012 and 2019

Executive Moves