Managers of Wealth

UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

She was a director at AllianceBernstein, in the private wealth management group.

Sven Wuerttemberger to become CEO of DWS CH AG

He will continue to report to Alexia Giugni, Head of Coverage, EMEA ex Germany and Austria.

Premier Miton: DFMs shouldn’t be competing with advisers

The asset manager hopes to break into a crowded market by avoiding competition with financial planners and highlighting its fund experience.

Ex-Ruffer top 30 star launches wealth firm

Harry Sevier will launch Lulworth Investment Management at the end of the year.

Kotak Private Banking’s business head departs

After spending her entire career at the bank in various divisions, the business head is leaving Kotak Private Banking.

Helvetica CEO Marc Giraudon aims for another IPO

The team spirit plays a major role for the new CEO of real estate investment manager Helvetica .

RBC Brewin Dolphin hires fund analyst from 7IM

Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.

Kevin Singh Joins as Corporate Finance Assistant Manager

Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.

St James’s Place continues exec shakeup with new chief risk officer

He is set to be replaced by Hestie Reinecke, who joined the business in October.

Julie Dean joins Chelverton to manage new UK opportunities fund

The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.

Oberon hires Adam Hughes as head of distribution

Hughes formerly with Neptune Investment Management and Gresham House

Head of DACH distribution at Invesco joins Barings

Sascha Specketer will head distribution for the DACH region.

Ex-Barclays fund selection head Ian Aylward joins AJ Bell

Aylward will lead a drive to create bespoke portfolios for advisers as head of investment partnerships.

Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking

Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

WHEB appoints Hans-Christoph Hirt to advisory committee

Hirt brings over 20 years experience to the committee

Northern Trust Asset Management Hires Director of Quantitative Solutions, Asia Pacific

Jan Rohof Bolsters Regional Quantitative Capabilities and Latest in Series of Global Quantitative Appointments

JP Morgan Private Bank hires UBS desk head in Zurich

Loyan Osman, who worked in a number of roles at the Swiss bank, will be joined by another new hire, an investment counsellor from Citi.

Schroders Personal Wealth appoints Martin Andrew to its board

Andrew, has over 25 years’ experience in the asset and wealth management industry and, most notably, spent 14 years as the CEO of Close Brothers Asset Management

Executive Moves