Managers of Wealth

GAM hires research head for alts division

Giovanni’s expertise and knowledge in manager research and portfolio management will further strengthen our distinctive client offering.

Indosuez WM Names Hong Kong CEO

While in charge of Indosuez Group’s mergers and acquisitions between 2016 and 2018, Livenais oversaw the firm's acquisition of Crédit Industriel et Commercial’s (CIC) private banking operations in Asia in 2017, which has since boos

Sarasin Asset Management hires US specialist

The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.

Strategic Wealth Partners Names New Principal

Tom Buhrmann Becomes the Firm’s Seventh Principal

Evercore Wealth Management announces senior appointment

Mr. Beck is based in New York and reports to Jay Springer

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

Executive Moves