Managers of Wealth Offshore

Ex-UBS GAM head joins independent trustee

The former head of UBS Global Asset Management’s business in the UK and Ireland has joined one of the UK’s oldest independent trustee firms in the role of director.

BNP Paribas Wealth Management makes senior appointments in Asia

BNP Paribas Wealth Management has announced seven senior appointments as part of its growth plan for the Asia-Pacific region.

Raymond James lands Morgan Stanley broker team

Advisers Robert Powell, Walter Urban and Tyler Mercer moved to Raymond James in Mt. Laurel, New Jersey, from Morgan Stanley Smith Barney, where they managed $187 million in client assets and generated $1.45 million in annual revenue production last year.

Blackstone Names Senior Adviser for Investments in Spain

Boada is also chairman of cement maker Holcim Espana SA and sits on the European advisory board of HSBC Holdings Plc.

UBS appoints Joint Head of Broking

He starts in September at UBS

Credit Suisse CLO Unit Head Said to Be Leaving Bank

Steven Vames, a Credit Suisse spokesman, declined to comment. Bellis, who is based in London, didn’t return an e-mail and two telephone calls seeking comment.

Cantor Fitzgerald Expands Emerging Markets Sales and Trading Team

Cantor Fitzgerald has announced today that it is expanding its Emerging Markets fixed income sales and trading business with several key appointments.

UBS appoints new global consumer head

He worked at Citigroup for the past 15 years including nine years as head of corporate broking and as joint head of the firm’s U.K. banking and broking business. His most recent role was vice chairman of Europe, Middle East and Africa banking sin

Duncan Lawrie Private Bank taps new non-executive director

During this period, he also held several concurrent roles, which involved overseeing Fidelity’s businesses in Spain, the Nordic Region, the Middle East and Africa, and India. He also spent seven years of his career at Fidelity based in Hong Kong.

Cater Allen appoints new managing director

The bank said the appointment follows FSA approval and demonstrates Santander UK's on-going commitment to the intermediary market.

EFG Asset Management Asia CEO Leaves

A spokesman for EFG says he has been with the firm for 18 months but left to pursue other opportunities.

Swiss asset manager boosts UK Institutional team

he was most recently director, client relations at AllianceBernstein.

Sotheby's International Realty expands Asian team

Sotheby's International Realty Affiliates has named Calvin F. Wong as international development consultant and Kay Lee as director of marketing.

Barclays appoints head of Emerging Asia Research

He joins the firm from the International Monetary Fund (IMF) where he was most recently the China Mission Chief and a Senior Advisor on Greater China and Mongolia.

Grant Thornton expands private client team

He also is actively involved in shaping tax legislation through his involvement with tax representative bodies such as the ICAEW, CIOT and STEP.

Sloan Wealth add new executive

In his new position Mr. Davis will manage the investment portfolios of a select group of private clients, leveraging both the wealth management expertise of the firm and his significant experience managing assets.

UBS lands veteran adviser from Morgan Stanley

Mark Pomo, who had been with Morgan Stanley Smith Barney for more than two decades, moved to UBS in late May. He managed $230 million in client assets and generated more than $600,000 in annual revenue production last year.

Swiss private bank appoints veteran as CEO

The Board of Directors today appointed Vincenzo Di Pierri, 62, to be the new CEO of Valartis Bank AG, Switzerland.

Oliver Wyman names Asia-Pacific chairman

Gil-Tienda spent 26 of his 35 years in the industry in Asia. Joining Citibank in New York in 1977, he worked in both wholesale and retail banking in London, Brussels, Taipei, Hong Kong, Kuala Lumpur, and Madrid, and served as country manager for over 10

EFG Asset Management boosts senior management team in Asia

EFG Asset Management has made two key Hong Kong-based appointments

Executive Moves