Managers of Wealth

Rothschild Shuts Miami Office as Partner Hirschfield Retires

He had joined Rothschild’s global advisory arm in 2016 from Goldman Sachs Group Inc.

Guernsey Finance adds new member to board

Joanne has experience as Board Chair, Audit & Risk Committee Chair and Management Engagement Committee Chair.

Oak strengthens leadership team in Jersey office

Jon Donald and Stephen Prosser bring extensive experience and expertise to their roles in the private client and funds & corporate teams respectively.

Emirates NBD Name Singapore Wealth Head

In the role, he will be responsible for the Dubai government-owned bank’s wealth business in the city-state as well as Asia.

Goldman hires investment banker Beitzel from Citi to drive FIG dealmaking

Beitzel will start at Goldman in November after a period of gardening leave, according to people familiar with the matter

Broadridge Names Former COO of The Bank of London as CTO

He will be based in London and is tasked with overseeing and advancing the company's front-office trading capabilities.

Another CS Executive Joins Board of Zurich’s Clearstream Fund Centre

Erdmann succeeds Fabrice Vallat

Canaccord swoops for another Brewin veteran to join Birmingham office

Paul Fielding will join the group’s Birmingham office as investment director.

AHR Group names new head of advice

She has almost a decade of wealth management experience

Senior Merril Lynch portfolio adviser joins Reyl in Zurich

Momir Ivetic is now a senior relationship manager at Reyl’s US-focused division.

Edmond de Rothschild Middle East CEO exits

Bank has named a new CEO to oversee its Dubai office.

Wealth Access Names Andy Zinn as Chief Innovation Officer

Zinn comes to Wealth Access from AllianceBernstein where he was VP of Global Market Data.

Blue Owl Capital Hires PIMCO's John Valtwies to Lead Australian Private Wealth Business

John brings over a decade of experience managing Australian private client relationships across family offices, private banks and ultra-high-net-worth advisory groups

StanChart Relocates Singapore Wealth Vet to Dubai

He will also become a lead for the affluent global Indian segment.

Evelyn Partners bolsters IFA team with two business development appointments

Ben Sims and Joe Sheehan join the team to cover Central London and key national accounts respectively.

Julius Baer Adds NRI Team Head in Singapore

Based in Singapore, he reports to Vijay Solomon, global head, global NRI.

HSBC AM Expands Responsible Investing Team

She is also the chair of the advisory board for the Master of Science in ESG Management at Hong Kong-based Lingnan University.

Ex-Morgan Stanley managed advisory banker resurfaces

JianHao Low, who was a vice president at Morgan Stanley’s managed products advisory team for around two years, has joined StepStone as a director.

Goldman Sachs AM poaches ETF portfolio manager from JP Morgan AM

Rubio marks GSAM’s second ETF hire from JPMAM in recent months

Vontobel Hires Ex-BlackRock Executive in Singapore

Prior to that, she worked at UBS Asset Management and BNP Paribas Investment Partners.

Executive Moves