Managers of Wealth

Michael Heine steps back at Netwealth

To date, Michael and Matt Heine have served as joint managing directors.

Steward Partners Onboards Newest Wells Fargo Recruit

Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.

Northern Trust Bolsters Digital Solutions Consulting Team

Series of Appointments Support Strategic Focus and Investment in Digital Innovation and Expertise

Channel appoints new Chief Commercial Officer

He brings a wealth of commercial expertise to the organisation

Groupe Indosuez Wealth Management : Indosuez wealth management expands team in Asia

These new appointments, with their deep experience in international financial services and strong understanding of key markets, bolster Indosuez's suite of wealth management offering in the Greater China and Southeast Asia markets where it has a grow

UBS Duo Managing $407M Follows Their Former Teammates to Stifel in NYC

They’ve operated at Stifel as the CBC Wealth Management Group.

WM appoints ex-Credit Suisse PBs as partners for Bern office

Helvetic Trust is strengthening its Bern branch with two senior partners and one account manager.

Raffles Names Managing Partner for New Real Estate Team

The team will act as the third offering under RFO’s Advanced Wealth arm alongside the private equity and structured investment solutions team.

BNY Mellon’s Pershing appoints Chief Executive Officer of Pershing’s EMEA business

She will lead the EMEA management team to realise the business’ next phase of growth

Ascot Lloyd appoints head of future adviser academy

Gregory is a chartered financial planner with experience in growing academies and IFA teams across the UK.

J.P. Morgan Asset Management Hires Head of Retirement

He will report to Andrea Lisher

Wealth management appointment at Tier One Capital

Tier One Capital is the appointed investment adviser and fund manager for the London Stock Exchange listed Develop North, which provides secured loans to residential and commercial property development primarily in the North of England and Scotland.

Sarasin's boutique shakes up fund line-ups after thematic PM exits

Sarasin & Partners expands the remit of one investment manager while promoting another in the wake of a departure.

Radicant brings marketing chief from UBS

She also worked for several years as a client advisor at the Geneva-based private bank Lombard Odier.

Hawksmoor hires ex-Brewin director as interim investment boss

Richard Pike is replacing Jim Wood-Smith, who has stepped down from front-line investment management.

Legal & General manager joins private markets specialist

Connection Capital hires Peter Knight as private clients demand more individual private equity deals.

Wealth Management Team Joins First Republic

She has more than 22 years of wealth management experience

Goldman hires to grow Middle East wealth business

Gabriel Aractingi, a former executive at UBS and Bahrain’s Investcorp Bank was appointed in the team as head of the Middle East and North Africa region for the private banking division, earlier this year.

Credit Suisse Hires Ex-Jefferies Investment Banker in Australia

[Foy] will work closely with our regional and global infrastructure coverage team.

Northern Trust Appoints Senior Lending Officer In South Florida Market

Perez earned his Masters of Business Administration in Finance from the University of Rochester, as well as his Bachelor of Arts in Economics from Rutgers University.

Executive Moves