Managers of Wealth

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Most hires have been at Santander’s Miami and Mexico units.

UBP’s North Asia Head Retires

He also worked at Citi for eight years.

Julius Baer Expands Asia-Focused Switzerland Team with New Senior Hire

This strategy primarily addresses the diversification needs of clients’ booking centers, especially amid rising geopolitical tensions.

Jack Siu Joins Lombard Odier as Head of Discretionary Portfolio Management for Asia

Lombard Odier confirmed the appointment through a spokesperson.

Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix

Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.

Vontobel unit head joins Top 50 IAM as partner

Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.

Luca Derlin named head of international markets at Quintet Luxembourg

Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.

Rothschild & Co appoints UK Head of HNW Wealth Management

In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.

Wealth management firm unveils senior appointments

People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.

JPMorgan Private Bank Names New South Region Head

He will work with Clinton Warren, who was named head of investment and advice for the South region last May

Former HSBC GPB Asean market head to resurface at JP Morgan

The senior market head is expected to continue to cover Southeast Asian markets at the American private bank.

JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says

Bryon Lake will join GSAM this summer as a partner in a broad role

New appointments in Intesa Sanpaolo’s Wealth Management Divisions

The new Wealth Management Divisions structure headed by Tommaso Corcos

Quilter hires Simon Durling as investment director

He will report into Andy Miller, lead investment director.

CIO exits J Safra Sarasin's CHF 22bn London boutique

Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS

Eton Advisors Welcomes Industry Veteran Brian Hughes as New President

With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.

Quilter Financial Planning appoints senior relationship manager to enhance AR development

She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.

Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals

New York-based Bomar will join the German lender in July,

Executive Moves