Managers of Wealth

Private Banking Heavyweight Exits China Merchants Bank

Wang was instrumental in China Merchants Bank’s rise in wealth management since its launch in 2007.

Lombard Odier Bolsters Alternatives Platform

The fund manager will take from almost all investment classes and products to pursue his strategy.

Fidelity Bank adds vice president working with high net-worth customers

He most recently was a regional retail manager for 19 months at Equity Bank, and for 14 years before that was a regional manager at Sunflower Bank.

Ex-UBS chief economist to work with former GAM pair’s new firm

Magnus was also a keynote speaker at Citywire Montreux 2013

Former Syz AM PM joins Geneva wealth manager

He also held positions at Unigestion and Royal Bank of Canada.

WM hires Zurich CEO as it plans to open regional office

Steinherr has worked in investment banking for 20 years, most recently as managing director and regional head of distribution for UBS Investment Bank in the global market derivatives division.

Finantix makes senior appointments in Singapore and the UK

“Our approach over the last twenty years has always been to combine technology with personalised client service."

Credit Suisse surveillance of former executive deemed too sweeping

The Zurich prosecutor had launched criminal proceedings based on Khan’s complaint.

Deutsche Bank hands bond veteran new senior wealth role

She will continue to be based in Singapore and will focus on further expanding the firm’s wealth management presence in Asia.

Credit Suisse hires CMB's Wang Jing in proof of China private banking ambitions

Her role will focus primarily on helping the lender to become a leading provider of high-end PB services to mainland customers.

SANNE appoints new Chief Technology Officer

Her wealth of experience built up leading major IT transformation and delivering cutting edge projects will be a significant factor in leading SANNE through this next phase of technology development.

Cantonal bank appoints new executive board member

The bank also appointed a new head of private banking earlier this month – Beat Infanger replaced Manfred Iten.

Ex-Syz bond PM resurfaces at Geneva wealth manager

Dugerdil has more than 20 years of investment experience

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.

Executive Moves