Managers of Wealth

Deutsche Bank PB recruits from HSBC for SE Asia market head

Paul Handley joins from HSBC GPB, where he was covering the onshore and offshore desks for Thailand and Vietnam.

Barclays Private Bank Adds India Managing Director

He will be responsible for the management and distribution of all investment products and services across private banking and wealth management for India and global Indians.

Blackstone taps Citi veteran Tyler Dickson for a key role in credit business

Private equity firms have been lately moving towards the fast-growing business of credit.

UBS GWM philanthropy veteran joins HSBC GPB

The UBS GWM veteran spent over a decade as the philanthropy head for its Apac region, before taking on various roles within the bank.

Julius Baer appoints Patrick Prinz as new head of the Swiss market

In the Bank’s home market, he will be responsible for all local Swiss business teams in German- and French-speaking Switzerland as well as for the implementation of strategic market initiatives.

BUX Names New Chief Risk & Compliance Officer amid Acquisition

Nontya Mtshaulana will join the neobroker from ABN AMRO, its new owner.

Three-person advisor team joins UBS Private Wealth Management in Tampa, FL

These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.

Time Investments hires business development director

In his new role, he will coordinate and promote the firm’s suite of defensive open-ended funds across the UK marketplace, alongside Amy Rumsby, strategic account manager.

Trio join T Rowe Price as it chases more DFM model portfolio deals

The $1.5tn asset manager creates a new post for Steve McShane in its multi-asset solutions business as it targets new bespoke model portfolio deals.

Brooks Macdonald names new solutions head

Andrew Rockey will lead BM Investment Solutions, replacing former director Christopher Bishun.

M&G CIO fixed income Jim Leaviss exits with Andrew Chorlton named successor

Chorlton will join the business later this year and will report to Joseph Pinto, CEO of M&G Investments

Mercer names Graham Elliot as Asia wealth leader

Elliot was previously head of Asia Pacific and Middle East distribution.

Centrum WM makes string of senior hires

The Indian wealth manager has made at least eight senior hires in the last two months, as it seeks to bolster its presence following Sandeep Das's appointment last year.

Ex-Mirabaud banker becomes advisory head of Geneva IAM

Nick Bedford, who spent four years as an investment adviser at the Swiss private bank, joined NFG Partners at the start of the year.

EdRAM names new DACH distribution head

Regine Wiedmann will direct Edmond de Rothschild's sales activities for institutional clients and distributors in the DACH region.

UBS Hires Private Wealth Management Team in Westlake Village, CA

They focus on serving the complex needs of ultra-high-net worth clients

Strotbek Announces Another High-Profile Addition

Jan Hendrik Novotny is moving from IntReal to Strotbek to become COO

Evelyn Partners continues Surrey expansion with financial planner appointment

Prior to that she was advising at Saunderson House (part of Rathbones Group) focusing on clients who were Partners of the Big 4 accountancy firms.

Saffery Trust announces six promotions in Guernsey

The promotions include Guernsey’s Rory Jones appointed as Manager in the Digital Asset and Cryptocurrency team, which has more than doubled in size since its formation.

Bank Julius Bär Deutschland appoints CEO as of 2025

His appointment is still subject to approval by the supervisory authorities.

Executive Moves