Managers of Wealth

JP Morgan Private Bank strengthens Asia team

J.P. Morgan Private Bank has hired a VP in Singapore and executive director in Hong Kong.

UBS appoints star banker from Switzerland to key position

The big bank is now bringing one of its most high-profile bankers from Switzerland for this task

LPL Financial Welcomes Auctus Legacy Private Wealth Management

The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

America's Most Powerful Banker Prepares His Departure

He is the chairman of the largest US bank and is considered the most influential banker in the States: Jamie Dimon, CEO of J.P. Morgan.

Orion Welcomes Industry Veteran Ron Pruitt to Executive Team

Orion today announced Ron Pruitt as new President of Orion Wealth Management

AllianceBernstein hires fixed income portfolio manager from BlackRock

Souheir Asba will oversee the firm’s investment-grade credit strategies

DriveWealth hires former Morgan Stanley execs

Kyla and Lauren each bring specialized expertise in their respective fields, strengthening DriveWealth’s ability to serve our partners globally and expand our platform at scale to meet their needs.

Head of Stonehage Fleming Corporate Services elected chair of SA Securitisation and Asset Backed Debt Forum

It actively promotes industry knowledge, fosters collaboration with policymakers and regulators, and engages with local and international stakeholders on matters shaping these markets.

Evelyn Partners appoints Brian Weber as Head of Business Development for its Dublin based European business

It has a full regulatory licence to operate across the European Union.

Governance changes at BIL: Marcel Leyers appointed Chair of the Board and Jeffrey Dentzer CEO

Marcel Leyers, CEO of BIL since May 2019, retired from executive management and is appointed Chair of the Board of Directors.

Tracey Davidson appointed new CEO of Hampden & Co

She will replace Graeme Hartop who is retiring after 11 years in the role.

Sequent Group expands with new U.S. division, spearheaded by high profile wealth strategist

Industry veteran Karen Creel recruited as managing director, head of wealth structuring

UBS Global Wealth Management's Head of Advisory and Sales Team Resigns

Sarah Lim has stepped down from her position in Singapore after two years leading the team and more than three years with the bank

LGT names German-speaking Switzerland EAM head

Marc Schlund joined LGT Private Banking from Octogone Gestion this May.

Broadridge hires Simona Vitali as sales lead for Investor insights and Communication suite

Vitali’s appointment follows the recent launch of Broadridge Investor Insights, a smart analytics dashboard which provides actionable insights, enabling issuers to identify key investor profiles and predict voting behaviour.

Evelyn Partners appoints experienced wealth management professional to support continued growth of Jersey office

Craig has 25 years’ wealth management experience.

Praxis appoints Group Head to lead corporate services expansion

Ava brings over 15 years of experience in the corporate services space to the role and is well-positioned to lead the division from the Group’s office in the City of London.

UBS Asset Management Names Japan President

Previously, he also worked at Morgan Stanley, Mizuho Securities, and SMBC Nikko Securities.

GSB adds senior debt adviser to Dubai office

Prior to that, he was a finance broker at Raymond Jones & Company.

Oakglen Wealth recruits another Cheviot founding partner

Phil Burbidge is appointed as head of compliance, joining former Cheviot colleagues Richard Firth and Dominic Tayler.

Executive Moves