Managers of Wealth

China private wealth and Singapore family office specialist Linda Bai joins Dentons Rodyk

Linda is currently pursuing qualifications to be dual-qualified in both Singapore and China law.

Sanctuary Wealth welcomes its partner firms’ network

A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.

Former Merrill Lynch int’l wealth boss joins Citi Private Bank in senior role

The 33-year industry veteran had said he was retiring from the industry but is now reuniting his former boss Andy Sieg at Citi.

Fintech appoints former VZ manager to the top

Previously, he served as Chief Financial Officer (CFO) and member of the executive board of the VZ banking group and as a member of the board of directors of VZ's Swiss subsidiaries.

BNP Paribas Names South Korea Leader

Regazzoni has over 25 years of experience

Merrill Private Wealth Management chief to lead Citi Private Bank North America

Citibank incumbent is retiring after 22 years with the firm.

Oberon Investments - Appointment of Nicola Mitford-Slade

Appointment of Nicola Mitford-Slade as a Non-Executive Director Hon. Robert Hanson to stand down from the Board

Kingswood appoints CFO and head of wealth planning

He was Intertrust Group director of finance and SFM Europe group finance director.

LGT Private Banking names new head of business UHNWI Switzerland

He formerly spent six years as head of business development at Diem Client Partner

Ex-Credit Suisse wealth boss to exit UBS

Senior wealth manager Francesco de Ferrari is leaving the group, following the emergency merger of Credit Suisse and UBS almost a year ago.

Stonehage Fleming employs trustee director

She is based in Neuchatel and reports into Philippe de Salis

Morgan Stanley Miami advisor exits for LatAm wealth shop

Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.

Three senior execs leave Swiss private bank Rothschild

Four heads at the Swiss private bank have exited amid further departures over recent months.

Northern Trust Appoints Market President for Dallas-Fort Worth

She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.

BIL Suisse Appoints Market Head for APAC

She subsequently transitioned from HSBC Beijing as a Team Head Personal Finance to Bank of China International in Private Wealth Management in Hong Kong.

Evelyn Partners continues North West expansion with financial planner appointment

Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.

Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group

This appointment marks a milestone in the Group’s growth and strategic direction

Swiss financial advisor sets the course for new growth

Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.

Kreditarbank Lenzburg AG announces the successor to CEO

He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.

Julius Baer names new group head of South-east Asia

He reports to Yee Chin Lit, market head for South-east Asia.

Executive Moves