Managers of Wealth

Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

Schwyz private equity boutique promotes investment director to partner

Private equity firm Ufenau Capital Partners targets small and mid-sized companies.

Fairway promotes eleven team members

We are delighted to announce eleven well-deserved promotions across our offices.

Fiduciary Trust International welcomes new senior relationship manager in New York office

Mr. Flood brings over three decades of private wealth management expertise and a strong industry reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards

Investec bolsters energy & infrastructure finance UK & Europe team

Along with creating and fostering stronger client relationships in the UK and Europe, McColl will be in charge of originating finance transactions in the infrastructure and energy industries.

DBS Names Tan Su Shan as Piyush Gupta’s Successor

Gupta had previously expressed his desire to work until he becomes 65 years old

UBP appoints Region Head North Asia and Chief Executive Hong Kong

Teresa joins UBP with an exemplary record in the Asia wealth management industry.

Poole wealth management firm appoints new marketing head

He has worked with top national and regional law firms like Irwin Mitchell and Mills & Reeve.

GIB Asset Management announces Victoria Barron as the new Chief Sustainability Officer

Victoria has over 15 years’ experience in sustainable investment, working with asset owners, asset managers and industry stakeholders.

Abrdn Adviser appoints Verona Kenny as chief distribution officer

She will report directly to Noel Butwell, CEO of Abrdn Adviser.

Citi wealth exec set to depart after four months: Report

Don Plaus is reportedly leaving the firm for personal reasons just four months after he was tapped as Citi Private Bank's head of North America.

WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker.

Citi Nets Ex-DBS Banker as South Asia Wealth Head

Based in Singapore

Neuberger Berman Adds 28-Year Veteran in Singapore

Ho has nearly 30 years of industry experience

JPMorgan Private Bank appoints new head of Scotland

New hire joins from being an investment director at RBC Brewin Dolphin

Maiyuresh Rajah appointed Director of Investments for Wealth and Advice at Aviva

Maiyuresh was previously Head of Investment Strategy and Propositions at Aviva, responsible for investment strategy across Aviva’s Wealth and Advice business.

Deutsche Bank Private Bank appoints two market heads for Global South Asia

Puneesh Nayar, Managing Director, joins as Market Head in Singapore, and earlier in the year Nick Malik, rejoined the bank as Market Head, based in Dubai

Matteo Bonetti becomes new Head of Private Customers Ticino at Migros Bank

His first professional positions were outside the financial sector, namely in the construction contract awarding department of the Ticino cantonal administration and in the construction industry as a construction manager.

AllianzGI Expands Multi-Asset Division in Switzerland

He began his career at Credit Suisse Group in February 2006

Bank Avera branch networks under new management

With Oliver Jenzer, the bank has also gained an experienced banking professional.

Executive Moves