Managers of Wealth

LPL’s Head of Wealth Management Departs

Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.

Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

Serial angel investor joins family office North Capital

Michael Fairbairn, who has invested in about 25 private companies, joins as an executive director.

Quilter Cheviot International hires three financial planners

The advisers are supported by paraplanner Anastasia Smith.

Schroders Wealth Management announces new global roles in Family Office, Impact and Philanthropy

This appointment will further enhance the experience of these important clients, many of whom have family members and interests across the world.

Ivan Nikolov becomes Head Convertible Bonds at Fisch Asset Management

Previously, he worked as a convertible bond portfolio manager at Aberdeen Asset Management for four years.

Reichmuth & Co is taking the next step in Germany

Her areas of expertise include regulatory auditing and supervision topics. She is also responsible for accounting, information technology, data protection and human resources.

BlackRock Switzerland chair steps down after less than a year

Michael Rüdiger has stepped down as chair of BlackRock Asset Management Switzerland.

Investment chief switches to Geneva multi-family office

Julien Etaix joins Novum Capital Partners after working at the Meyer Family Single Family Office.

New lead partner appointed to Perpetual’s wealth management division

Most recently, she was the program director of the Champions of Change Coalition, and served as an executive officer of CEOs for Gender Equality Inc. for more than six years.

Schroders Family Office Service stalwart Clare Anderson appointed global head

Anderson, previously UK head of Schroders Family Office Service, will now be responsible for coordinating services across the firm’s global wealth network

Evelyn Partners adds new audit Partner to Bristol office

John’s main focus during his career has been working with dynamic mid-market businesses across a range sectors.

Frank Troise Joins Broadridge to Lead Trading and Connectivity Solutions Business

His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.

Deutsche Bank PB names emerging markets DPM head

The German giant has broadened an 11-year veteran's responsibilities in the region.

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer

Scottish wealth manager expands its presence in Dundee

The hub provides bespoke services to the city’s growing sectors, including technology and life sciences.

Morgan Stanley credit research team chief becomes CIO at Geneva boutique

Jackie Ineke started as CIO of Spring Investments at the start of the month after 23 years as head of the European financial credit research team at Morgan Stanley.

BNP Paribas Wealth Management recruits fund selector in Frankfurt

Marco Benischke arrives at the firm from Düsseldorf financial adviser Laureus Privat Finanz.

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

UBS brings in co-head of important investment banking division in the USA

Feige will work for UBS in San Francisco starting in July.

Executive Moves