Managers of Wealth

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

Joanna Rotenberg most recently served as the president of Personal Investing at Fidelity leading the company’s retirement, brokerage, and wealth management businesses.

DBS announces senior-level appointments, grooming talent from within

Appoints new Group Head of Institutional Banking and Singapore Country Head from 1 Jan 2025

Zurich IAM recruits portfolio management head

Manuel Bolliger joins from Tramondo Investment Partners as Genesis Investment Partners continues to expand its team.

Amy Richards joins Canaccord Wealth’s international business as a Non-Executive Director

Her insight will be invaluable to the business as we progress in our ambition to be the best integrated wealth manager by performance and service.

Another Global Leader at UBS Moves to Asia

This is in addition to his current role as COO of the bank’s wealth management unit globally.

HSBC Nets Ex-Lombard Odier Executive for Singapore

In the role, Lim will focus on growing client relationships in the ultra-high net worth (UHNW) and family office segments.

Former HSBC Banker Joins ANZ as CEO

He will also join the boards of ANZ Group Holdings and Australia and New Zealand Banking Group as an executive director.

The Zurich Cantonal Council has elected Kristine Schulze to the Board of Directors of the Zurich Cantonal Bank

She was elected for the remaining term of office 2024 - 2027.

Yapeal announces the departure of Thomas Hilgendorff.

Michael Eidel will integrate the sales and product team previously led by Thomas Hilgendorff into his department and further expand it to support the rapidly growing business activities with corporate customers and banks.

Changes in the Board of Directors of Baloise Holding AG

At the 2025 Annual General Meeting of Baloise Holding AG, the Board of Directors will propose three new members for election and bid farewell to two deserving members.

Gresham Promotes Leisa Storbeck to Lead Client Service Team

She has also been instrumental in guiding families through the complexities of inherited wealth.

FNZ heavyweight returns to EFG Harris Allday as Killingbeck exits

Edward James replaces Richard Killingbeck, taking responsibility for expanding the business in the Midlands three decades after being a graduate trainee with the firm.

Raffles Family Office Welcomes Abdullatif Kanoo as Board Advisor amid Global Expansion

Abdullatif will play a pivotal role in guiding RFO’s strategic expansion into the Middle East, a key growth region for the firm.

René E. Faría Joins Insigneo to Strengthen Its Network in New York

This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

Another Global Leader at UBS Moves to Asia

This is in addition to his current role as COO of the bank’s wealth management unit globally.

HSBC Announces New Round of Leadership Changes

This includes the exit of private banking CEO Annabel Spring.

Raffles Family Office Names MidEast Board Advisor

Based in Abu Dhabi, he will be pivotal in guiding the multi-family office's strategic expansion into the Middle East.

UBP Appoints New Group Chief Risk Officer

Earlier this year, he took on the role of Deputy Director General at the Fédération des Entreprises Romandes (FER Genève).

UBS GWM's COO to relocate from Zurich to Singapore

Wiwi Gutmannsbauer has been named chief operating officer of UBS Apac, in addition to his current role as COO UBS Global Wealth Management.

Rothschild & Co team head becomes boss of private equity boutique

Aaron Keller is the new CEO of Baar-based Novastone Partners, which runs several private equity funds.

Executive Moves