Managers of Wealth

Credit Suisse wealth chief for central Europe to exit

Several team members are leaving with the team lead two months after the announcement of the merger with UBS.

David Reynolds Named St. Louis Market Leader For PNC Private Bank

In addition to serving Greater St. Louis' high-net-worth individuals and families, Reynolds and his team lead the local delivery of services for PNC Private Bank Hawthorn

Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY

Paul L. Cuneo joins UBS as a Managing Director and Financial Advisor, bringing nearly four decades of experience working in financial services.

UBS bolsters offshore team with new product manager

UBS has appointed Patrick Kelly as its new offshore product manager.

Abu Dhabi's ADQ hires KPMG partner as portfolio investments director - sources

ADQ, Abu Dhabi's third biggest sovereign wealth fund, has been hiring more bankers in the last two years as it steps up dealmaking in the United Arab Emirates and overseas

Liontrust appoints Anthony Chemla as Fund Manager within Multi-Asset team

The appointment of Anthony Chemla follows the announcement at the end of January that Liontrust had selected new providers of the Strategic asset Allocation (SAA) – Hymans Robertson – and risk profile oversight services – Defaqto.

Liontrust adds fund manager duo to Special Situations and UK Growth funds

Victoria Stevens and Matt Tonge

Investec W&I loses another 30 years' wealth experience to Close

Charlotte Selby-Rickards and Charles Lawson have joined CBAM’s Cheltenham office as senior investment directors.

Former Investec W&I CEO to step down from board

Whelan and Investec Bank CEO Richard Wainwright are to step down as executive directors at Investec’s annual general meeting on 3 August.

LPL Financial : Hedberg Wealth Management Team Joins LPL

With more than three decades of wealth management experience, Hedberg says his company is committed to meeting clients where they are and educating them so they develop an understanding of personal finance.

Wilsons Melbourne boss Ted Richards poaches for private wealth unit

He started in the new role earlier this month.

Franklin Templeton hires BlackRock’s Nicholas Chui as Lai retires

Chui joins the firm’s emerging markets equity China investment team as Michael Lai retires.

Credit Suisse AM Swiss sales head joins Zurich boutique

Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.

Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office

Harrison joins Evelyn Partners from Fisher Investments

SGKB nominates lawyer for board of directors

Cornelia Stengel specialises in financial market and data protection law.

Credit Suisse's Australia Bankers Joins Boutique Advisor

The departing bankers include managing director Adam Reid, vice president Clarence Fok, junior analyst Ashley Low and associate Kevin Tian.

Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office

Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.

Citi appoints Sharad Mohan as Singapore's head of international personal bank

The appointment comes at a time when Singapore has been benefiting from strong inflows from wealthy people amid global economic uncertainty because of the city-state's status as a financial safe haven.

Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA

The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.

Private banker leaves Lombard Odier to join Santander

Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.

Executive Moves