Managers of Wealth

$820M Former Merrill Advisor Joins LPL’s Strategic Wealth Services

Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.

Brown Shipley’s Scotland and Northern Ireland head exits

Mark Flynn has left the UK wealth manager, with head of North Martin Cuthbert taking over his responsibilities, Citywire Wealth Manager has learnt.

Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint

The teams join Cresset from J.P. Morgan, and previously First Republic Bank, where they managed approximately $5 billion in assets.

UBS hires financial advisor team led by Christopher Toregas in Los Angeles

Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.

James Herring and John Gaffney join UBS Private Wealth Management in New York City

At the conclusion of their respective notice periods, James and John will join the UBS Manhattan Market

Former Julius Baer team head joins LGT

Mauro Sciuchetti also held a similar role at Credit Suisse.

SCB Julius Baer appoints new CEO

Peerapong Jirasevijinda is a replacement for Lalitphat Toranavikrai, who will remain a member of the board of SCB Julius Baer.

The Board of Directors of CaixaBank Asset Management appoints Ana Martín de Santa Olalla as its new CEO

Ana Martín de Santa Olalla had hitherto been Head of Business and Sales at CaixaBank AM.

Citizens bolsters wealth management team with hires

Coveted Wealth team joins Citizens Financial with $5bn in customer assets

BNP Paribas Nets Ex-Julius Baer Banker in Hong Kong

In the role, she will report to Lemuel Lee, head of wealth management Hong Kong.

UBP’s ex-London CEO Brett Lankester returns for HNW push

After a two-year stint at Hanover Investors, Lankester is back at Union Bancaire Privée as a senior banker as UBP gears up for a push into the high-net-worth market.

EQT further expands private wealth team with appointment of Peter Aliprantis as head of Private Wealth for the Americas

Peter will lead EQT’s private wealth efforts across the region

Schroders names Alex Tedder as Co-Head of Equities amid promotions of top public markets investment talent

Alex Tedder will now lead the equities business alongside Rory Bateman

Two senior exits at Deutsche Bank PB Singapore

One departure includes a group head for Southeast Asia who has been with the bank for over two years.

HSBC GPB reshuffles ASEAN desk following market head exit

The market head for Asean and Australia has resigned, after being with the bank since 2007.

The Board of Directors of CaixaBank Asset Management appoints Ana Martín de Santa Olalla as its new CEO

Ana Martín de Santa Olalla had hitherto been Head of Business and Sales at CaixaBank AM.

Brown Shipley alumni team up with old colleagues at boutique

Boasting a combined 25 years of Brown Shipley experience, Anne Brookes and Clive Batchelor reunite with three former colleagues at EFG Harris Allday.

Lugano multi-family office appoints new CEO

Veco Group has named a new chief executive as Antonio Mandrà, former president and CEO of Veco Group, leaves after 28 years at the firm.

Oak Group appoints new Head of Marketing

In her new role, Sophie will work closely with Oak’s CCO, Kate Clouston, to align marketing activities with Oak’s business goals and values.

LGT Group appoints two new members to its Foundation Board

LGT Group Foundation has appointed Helen Louise Heslop and Gunn Wærsted to its Foundation Board. They took office on 1 January 2024.

Executive Moves