Managers of Wealth

UBS Poaches for Fund Unit

UBS wants to expand Fondcenter, an asset management push to sell funds to other institutions, in Singapore and Hong Kong.

UBS Private Bank Headhunter Exits

The unexpected move has sparked a top-level reshuffle, and follows the exit in December of long-standing UBS private bank head Juerg Zeltner.

Charles Stanley poaches Tilney trio

Charles Stanley has nabbed three people from Tilney in a bid to boost its presence in Scotland.

AJ Bell adds veteran lawyer to board ahead of IPO

AJ Bell has appointed a seasoned lawyer to its board ahead of its planned listing on the London Stock Exchange.

Citi Private Bank appoints as senior private banker

He previously worked at Deutsche Bank

Geneva-based multi-family office expands in Ticino with new branch

According to Parmeggiani, Anastasi will help Sumus Capital develop its team of private bankers in the Lugano area.

Falcon Finance Chief to Exit

Last September, CEO Walter Berchtold as well as product and services head Arthur Vayloyan threw in the towel.

BCV welcomes new members of the board of directors

The Banque Cantonale Vaudoise is a Swiss cantonal bank which is part of the 24 cantonal banks serving Switzerland's 26 cantons.

Credit Suisse vice chairman moves to EFG board

Current members of the EFG board of directors will stand for re-election for another one-year term, including current chairman John Williamson.

BNP Paribas announces new senior appointment in wealth management

As part of his appointment, Batin will also join BNP Paribas’ MEA Executive Committee, Wealth Management Switzerland Executive Committee and the International Markets Executive Committee.

HSBC Private Bank hires Deutsche veteran for top global solutions role

Among these solutions are also direct investment opportunities.

Miami financial firm appoints former Citi Private Bank executive as CEO

He most recently served as head of Americas Investment Services at Citi Private Bank (CPB), where he was responsible for the region’s investment teams.

Man Group appoints CIO of Credit

He will be responsible for Man GLG’s credit business and will have oversight of the credit portfolio management teams.

Private Wealth heavyweight joins International law firm

He will be based at the firms head office in London.

BMO names co-heads of sustainability

'Both Claudia and Alice bring a wealth of complementary experience to their new roles, which greatly enhances the team and its profile both across our business and in the wider marketplace.'

Avaloq strengthens global leadership team

In line with its plan to accelerate growth organically and through acquisitions, Avaloq recently implemented a new governance structure and team to strengthen its operational and strategic management

UBS Wins Asian Heavyweight

Hu is the second Asia-based representative to sit on the Swiss bank's board after Joseph Yam, who ran Hong Kong's central bank until 2009.

KPMG appoints Partner in TMT practice

He brings a great combination of industry and advisory experience and will play a key role in our goal to provide market leading advisory, audit and tax services to our clients."

Guardian Wealth training and tech director departs for deVere

Guardian Wealth Middle East director Hamzah Shalchi noted that Jones’s departure came as the company was in the process of “evolv[ing]” its business model, in addition to expanding in the Gulf region and elsewhere.

Alan Mathewson starts as Brown Shipley CEO

Mathewson, 47, joins Brown Shipley from Santander UK where he worked as Managing Director, Wealth Management and Private Banking.

Executive Moves