Managers of Wealth

Merrill Lynch Wealth Management Recruits Citi Private Banker in SF, Loses Teams to Janney, Sanctuary

The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.

Richardson Wealth appoints Vice Chair

Manjuris has almost three decades of senior leadership experience in financial services, including serving as Global Head, Full Service Investing BMO, then Vice-Chairman, BMO Nesbitt Burns for over a decade.

Andreas Tautscher joins Carey as NED

Andreas has also served on Local Government advisory committees and was for six years a non-executive director on the Virgin Group Board.

GenTrust adds to New York wealth adviser team

Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.

ING to separate Board roles for operations and technology

He will also remain responsible for data management and will assume responsibility for information security.

Private bank CEO steps down amid shareholder changes

The bank also said that a team from One Swiss Bank will take over the management of the merged entity.

Vaduz independent asset manager appoints ex-SAM research head to board

IMT offers discretionary asset management, management of investment funds and investment controlling and advisory services.

Deutsche Bank Nabs Jefferies Swiss Broker

He will report to Leonardo Doser, who joined Deutsche Bank in January from UBS as head of markets distribution in Switzerland.

Royal London Asset Management hires head of ESG research

Eli Haroush has been appointed to the newly created role of head of ESG research to help embed ESG analysis into RLAM’s investment decision-making process.

UBS Hires $3-Million J.P. Morgan Advisors Duo in NYC

UBS’s Americas headcount, including a small contingent in Canada and Latin America, fell to 6,305, down a net 48 over the last three months of 2020 and down 244, or 3.7%, from 6,549 in the fourth quarter of 2019.

Changes in the Board of Directors of Finnova AG

The Board of Directors of Finnova AG has remained very stable in its composition for many years.

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Commits to product innovation and offering to broader distribution and investor base

Withers welcomes experienced wealth planning advisor in San Francisco

Christine has nearly two decades of experience advising high net worth individuals on wealth, estate planning, succession and philanthropy matters.

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

Citigroup Names Ida Liu to Head Global Wealth Management

The promotion comes as the bank also named new regional wealth-management heads.

HSBC AM chief relocates as part of Asia Pacific growth plans

The move reinforces the group's commitment to be the leading wealth manager in the region.

Asian Wealth Stands Out For Scale And Growth

The newly merged wealth unit – or Citi Global Wealth – will cover clients across the wealth spectrum from the emerging affluent to high net worth individuals.

Citi Names Wealth Co-Heads for Asia Pacific

Head of investment finance for the private bank Giuliano Malacarne will expand his remit and coordinate the delivery of banking and lending products to wealth clients.

Barclays Names New Swiss Wealth CEO

Before hiring on at Barclays in 2010, Daya worked for RBS for six years.

The woman building HSBC's 3,000 roaming banker army

She has also set up a financial technology (fintech) platform in Shanghai to operate Pinnacle - the first foreign financial institution to do so in mainland China.

Executive Moves