Managers of Wealth

UBS appoints co-heads for Asia-Pacific wealth management business

UBS manages some 377 billion Swiss francs (S$521 billion) in the Asia-Pacific, and is the world’s largest private bank by assets under management.

Ex-UBS WM head joins Zuger Kantonalbank

He will be proposed for election to private shareholders on 4 May 2019 at the bank’s annual general meeting.

HSBC appoints wealth leader

"Jessica brings to HSBC a very broad and deep knowledge of the Australian financial services sector

Zurich boutique revamps key funds as PM departs

Klingenbeck noted that the more defensive Global Allocation fund will now take a more quantamental approach, put more emphasis on its dynamic allocation process and expand its regional scope, no longer holding an overweight in Europe.

Julius Baer: New Hires and a Resignation

Less than two years after it poached J.P. Morgan Private Bank’s U.K. head, Julius Baer has reorganized to make her role redundant.

Merrill Lynch Loses FAs to These Key Rivals

His practice serves high-net-worth families and individuals, including business owners and corporate executives, Raymond James says.

Henley Appoints New CEO

In light of further developments and the ever-increasing demand for its services, Henley & Partners has decided to expand its Executive Committee.

New business economist at Handelsbanken

She is currently working as a forecast manager at the bank.

Swiss Re continues exploration of ReAssure IPO, appoints Mark Hodges as new CEO

Prior to joining Centrica, Mark Hodges was the Group CEO at specialist insurance broker Towergate Partnership.

What Credit Suisse's 173 new managing directors say about working there

Firstly, it's going to help a lot if you work in wealth management.

RBC Grabs Three Teams Managing $1.3 Billion, FA Skates Back to UBS

In addition to hoping that Wenkus can retain some of his former team’s clients, UBS apparently prizes his skating skills.

Apex appoints former KPMG partner to drive US private equity sales

Emmanuel Tuffuor will help develop both Apex’s private equity administration offering in Northern America and build out its tax service capabilities globally.

Three new MDs at Credit Suisse Australia

McKessar and Roberts-Thomson come from the firm's client facing investment banking team.

Credit Suisse Hires UBS Banker Leimer to Head Saudi Private Bank

Dominique Leimer is expected to start in Riyadh in March

BNPPAM appoints global head of digital marketing

Prior to that she spent more than 12 years at JP Morgan Asset Management, most recently as head of digital marketing operations, having previously been global business manager (marketing) and head of client communication Emea.

Canaccord Genuity boosts wealth planning team

She specialises in pensions, tax and retirement planning for high net worth individuals.

Bank Sohar appoints Aziz Al Jahdhami

The appointment of Al Jahdhami falls in-line with Bank Sohar’s robust human resource strategy and Oman’s national agenda for the employment of local talent.

Northern Trust Promotes Wealth Management Exec

She joined Northern Trust in 2000, became president of the Los Angeles region in 2009 and was promoted to president of the Southern California region last year, according to the press release.

Barclays promotes 85 executives

The promotions come as Barclays’ investment bank is under scrutiny by investors, amid pressure by activist investor Edward Bramson who sees paring back the trading business as the way to generate better returns for Barclays overall.

BNP Paribas Asset Management appoints Global Head of Digital Marketing

She will work in partnership with the Digital team and in close collaboration with the regional marketing teams.

Executive Moves