Managers of Wealth

Citi Private Bank names new APAC strategist

Citi Global Consumer Bank's head of portfolio advisory has moved to Citi Private Bank to take up the role of Asia Pacific strategist.

Citi Beefs Up Swiss Family Office

Schlaus is a 20-year veteran of the family office industry, most recently as Deutsche Bank's operating chief for key client partners, in Zurich.

Multrees appoints chairman

He has extensive experience managing investment and retail savings businesses, having held senior positions at Barclays Wealth, Schroders and Citibank.

CBC Banque welcomes Clemens Scholzen as new executive director and future CEO

Clemens Scholzen will start as executive director early April 2018 and will be named CEO of CBC Banque on 1 June 2018.

Swiss bank Raiffeisen's chairman steps down amid probe of ex-CEO

Vincenz has been placed in investigative custody in the criminal probe. He denies wrongdoing but has been forced to resign from his business roles amid the probe.

Lockton brings in new account executive for high-net worth client business

Rogerson will be based out of the company’s Irvine, CA office, a release said.

Citi Private Bank appoints Asia-Pacific strategist

The population of Asia's rich and their collective wealth are increasing at a rapid pace.

Richard Branson is looking for an assistant to live on his private island

According to Branson, the position would entail managing diaries and emails, correspondences, filing and archiving, booking travel for him, and covering for his personal assistant when he or she is on vacation.

Stanhope poaches Cambridge Associates London head

The firm appointed Mexico’s former finance minister and leading economist Dr Pedro Aspe to its advisory board In March last year.

AllianceBernstein hires Aberdeen Standard Investments' Matthews as UK sales director

Matthews joins amid discretionary-growth drive

Another Morgan Stanley Exec Heads to Rockefeller

Rockefeller has brought on other senior executives from Morgan Stanley since Fleming’s arrival

Former Private Banking boss surfaces

VP made it clear that the door is open to move higher.

St. James’s Place Wealth Management Asia hires well-known financial expert

The author of three books on global macro and investment economics, Dr von Pfeil is known to many Asian TV viewers as a regular commentator on such TV networks as Bloomberg, CNBC and Channel NewsAsia.

Canaccord Genuity Expands North American Debt Finance & Restructuring Team

The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.

Patrice E. Humbel to take over the management of Vontobel Swiss Wealth Advisors

We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.

SGG Group appoints Business Development Director US operations

US is a key market for SGG Funds Solutions, the firm already has a strong portfolio of US-based portfolio of hedge fund, private equity and institutional investor clients to whom it offers a complete range of fund solutions across its worldwide servicing

Executive Moves