Managers of Wealth

Wealth manager appoints ex-UBS WM head as CEO

Current CEO Felix Brem is retiring from operational management and moving to the board of directors.

Independent Wealth Planners names new group CEO

With Rob safely on board, I will continue to support the growth of IWP, particularly by focussing on our very busy acquisitions pipeline.

GAM adds to distribution team with new hire for its wholesale business in Australia

Daniel joins GAM from Apostle Funds Management where he was a Sales Director responsible for building and leading its retail and wholesale distribution.

Goldman picks co-head of asset management

A spokesperson for Goldman Sachs declined to comment.

Abu Dhabi Islamic Bank appoints new Head of Private Banking

Amer Alameri as the bank’s new Head of Private Banking

ERM Group appoints Global CEO

The Board welcomes Tom to the firm and is excited about the future that he will help develop for ERM and its clients.

Brewin promotes investment director to head up market analysis

She was previously global economist at Cazenove Capital Management

City AM hires Brown Shipley team for Cambridge launch

Paul Fox, Jason Armstrong-Butler and James Ross-Russell have been hired to expand CAM's services to clients in Cambridge.

Centura Wealth Advisory expands

The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota

Citi Appoints Asia Economist For Wealth Management Unit

He is tasked with providing thought leadership and policy analysis for the region’s key economies with a particular focus on China.

J.P. Morgan appoints Wealth Management in Miami

They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.

Wealth Management firm announces seven new shareholders

Continues to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.

Julius Baer strengthens its intermediaries business in Spain with a newly established team

The development of the Intermediaries Spanish market will be under the responsibility of the new team around Claudia Linares, who joined the bank in mid-January 2022.

BofA Realigns Leadership Roles in Wealth Management Unit

As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.

Deutsche Bank hires BofA's fine-art lending expert John Arena

He had also focused on art lending to UNHW individuals at Citibank's private banking division.

Mercer appoints new Head of Switzerland

He will be responsible for deepening existing private banking partnerships and securing new ones.

Kingswood appoints head of wealth planning

She will be responsible for leading the firm’s financial adviser teams in the Midlands and South of the UK.

Pennington Partners appoints new MD

He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels

Mirova appointments Director of Sustainability Research

She has held several positions, including that of co-head of the team from 2013 to 2020.

Singapore private bank hires DPM head

Grizelda Lee was previously head of asset management Asia at Indosuez Wealth Management.

Executive Moves