Managers of Wealth

Julius Baer Grows Southeast Asia With Ex-UOB Private Banker

Previously, he also held various senior leadership roles at Credit Suisse and, prior to that, worked at UBS as a senior client advisor for ultra-high net worth clients.

JPM Private Bank hires Calvert execs for sustainable investment unit

She will work with JPM’s advisors and their clients to weave sustainable investment criteria into their portfolios

Schroders Personal Wealth boosts board

He has over 20 years’ experience in the financial sector.

Citi Senior Equities Staff to Exit Hong Kong

Citigroup isn’t the first bank to start moving its people out of Hong Kong.

William Blair’s head of fixed income departs

Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.

Liontrust’s David Roberts retires

Phil Milburn and Donald Phillips will now co-head the asset manager's fixed income division.

Wealth management business appoints MD

Highly experienced advisor joins to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts.

Pictet Nets Ex-J.P. Morgan Private Banker to Lead New Team

At Pictet, Yeung will lead a Greater China team made up of new hires with a focus on the Greater Bay Area.

Wren marks 5th year of expansion with major appointments

Wren provides strategic wealth advice, investment management and family office services to wealthy UK

Who advances into the management at the Basler Kantonalbank and Cler

These are the lucky new appointees.

Rathbones adds investment consultant to sales team

"We are very pleased to welcome Jenny to our investment sales desk. With a strong grounding in economics and experience in a fast-growing business, she is ideally suited to our team as we look to build on our strong relationships with advisers."

Natixis hires Head of Global Market Strategy

He will also work in close collaboration with our US team

Private banking team decamps for Morgan Stanley Private Wealth

Finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.

Wealth Wizards strengthens Executive team

Their experience in digital advice will bring additional insight to the team and we can’t wait to see how much they will impact the business in the coming months and beyond.

Penny Lovell steps down as Sanlam Private Wealth CEO

Prior to that, she was managing director at Rothschild Wealth Management.

Saffery Champness appoints senior compliance manager in Guernsey

Debbie’s appointment further supports the continued growth of the firm and follows the recent promotion of eight team members in the Guernsey office.

UBS Wealth Unit Strengthens Private Market Sales

She over 15 years of private equity fund experience

LGL appoints a new C-Suite with key Executive promotions.

The internal appointments are part of a series of changes developed to ensure the group continues their planned trajectory and are well-positioned for further development.

JSS PM joins Bellevue to launch healthcare fund

Bellevue already has a range of healthcare funds with different specialisms.

Matt Cockayne joins Nucoro as chief revenue officer

Matt ticks all those boxes and more.

Executive Moves