Managers of Wealth

SocGen Switzerland appoints private banking CEO

‘Thanks to his nearly 20 years of experience in private banking.'

Withers hires funds team headed by Daniel Yong

This creates exciting opportunities for Withers with its strong reputation in private wealth, international tax and corporate investment structuring.

BNY Mellon Investment Management expands APAC intermediary team

Firm hires Vivienne Lim and Billy Chung for its Singapore and Hong Kong third party distribution teams

Family Office Guru Resigns from Chinese Asset Manager in Hong Kong

Xiao is a passionate advocate of the EAM model as a capital-light, scalable strategy to compete in the Asian private banking market.

Kleinwort Hambros head of regions resurfaces at Kingswood

He is joining Kingswood at a time when the firm is looking to further expand in the intermediary space and we very much look forward to utilising his skills.

Bannister and Kahn Join GCCF Philanthropy Team

She transitioned into the nonprofit sector by joining Goodwill Manasota as its first Director of Veterans Services, and most recently served as Chief Development Officer for Sarasota Military Academy Foundation.

Bank J Safra Sarasin appoints industry veteran as chairman steps aside

The Board of Directors of Bank J. Safra Sarasin will propose the election of Mr. Jürg Haller as a new member of the Board at the upcoming general meeting of shareholders.

UK's Man Group President to leave firm

Sky News also reported that Sorrell’s departure was entirely unconnected to other potential boardroom changes at the company.

UBS: Departure and Reshuffle at FIM

The bank confirmed Scarfone’s appointment as permanent head of the Swiss business with independent financial intermediaries.

HSBC Private Banking strengthens investment coverage with senior hires

Firm hires Lina Lim as regional head of discretionary, Asia; Rocky Cheung as head of investment counselling for mainland China and Taiwan; and Simon Hwang as investment counselling team head for China

Trust Manager named in UK Top 35 under 35

His role includes responsibility for a number of high profile Middle Eastern clients which involves frequent travel to London and Dubai.

Chile multi-family office Alcalá hires Banchile wealth exec

LarrainVial acquired the $650 million family office Alcalá last month, marking the firm’s first foray into one of Latin America’s growing wealth industries.

Foresters head of multi-asset portfolio management joins BNY Mellon

He joined BNY Mellon as a senior investment strategist in September.

Credit Suisse AM expands management team in Italy

Credit Suisse is one of the few foreign firms to have a management team based in Milan, a reference point in Europe together with offices in Zurich, New York, Hong Kong, and Singapore.

Senior Wealth Partner joins Integritas Wealth Partners

He will be responsible for the growth of clients with International Wealth Management requirements and joins the Senior Management team of Edward Loader and Paul Alker.

Family Office Exchange Looks to the Future with New Leadership

FOX continues to focus on providing objective guidance, continuous learning, and peer exchange to help members achieve lasting impact.

Cantonal bank hires new head of private banking for Zurich

Würges replaces Niklaus Hinnen

Henning Gebhardt leaves Berenberg

Wealth Management will be headed by Dirk Wehmhöner

Leading global investor services group appoints Group General Counsel

A legal specialist by academic training, Ad holds a Master’s in Civil Law from the University of Utrecht.

UBS to name new leadership for its Global Investment Bank Leadership Teams

Brendan Connolly has been named to be heading a new global unit, a product of to-be-combined debt and equity capital markets functions.

Executive Moves