Managers of Wealth

Zurich WM poaches Credit Suisse and UBS veterans for Asia branch

We allow dedicated and veteran teams like Rachel and Urs to continue doing what they do best, acting in the best interest for clients with a truly independent approach.’

Management change at Handelsbanken

Dan Lindwall, currently acting CFO, will return to his ordinary position as head of Handelsbanken Capital Markets on the same date.

Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill

He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.

Tilney expands Edinburgh team with new financial planner

This is a hugely exciting time for our Edinburgh team as we continue a period of rapid growth

ANZ announces expansion of Family Office Unit

A spokesperson for ANZ reportedly has said “They join the well-established family office team that has been operating within ANZ Private Bank for a number of years.”

Credit Suisse Appoints New Zurich Head

It also becomes the bank's face to external stakeholders in the region.

CS appoints new regional head for Zurich

She replaces Hans Baumgartner, who took over the management of the entrepreneurs and executives department on 1 March.

Guardian Wealth Management trio exit the business

As it is sold to a private equity vehicle managed by Skybound Capital

IQ-EQ appoints Managing Director, Head of Private Wealth for Asia

A newly created position reflecting the firm’s global growth

EY appoints wealth, asset management leader

EY Oceania financial services leader Graeme McKenzie commented on the appointment, saying he was delighted to announce Da Silva's new role.

HSBC GAM appoints international CEO

The asset manager promotes internal candidate as chief executive of the UK business is leaving.

Changes in the Board of Directors of the Swiss Funds & Asset Management Association

The SFAMA Board of Directors now comprises the following members

Credit Suisse replaces head of AM for Germany

He will also take care of the Austrian market.

EFG Nets Ex-Hong Kong Head of IAMs from UBS

Chou has nearly two decades of wealth management experience at UBS where she was most recently its Hong Kong hub head for global financial intermediary markets which covers the IAM segment.

Quintet PB names interim CEO as Zeltner dies

The following August Quintet bought Bellevue Group’s banking division.

Wealth specialist Shelley Doorey-Williams joins Sionic in London

Doorey-Williams joins as a Partner to head up Sionic’s new specialist corporate governance team.

CGS-CIMB Securities Names Chief Investment Strategist

He will work with the firm's research team to expand client services in macro strategy, asset allocation, FX strategy, and financial planning, the post said.

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.

Executive Moves