Managers of Wealth

EFG Nets Ex-BEA Vet to Lead Private Banking in Hong Kong

She succeeds Richard Strauss who has decided to retire at the end of March 2022 and focus on handing over to Ng in the coming months.

Stouff Capital doubles AUM and appoints senior PM

Asset manager continues growth path and announces two new hires.

Veteran Brewin team reunited at Raymond James Oxford

Alex Barrell joins Raymond James Oxford after less than two years as head of Investec’s Bristol office.

Swiss Firm Nabs Another Julius Baer Veteran

A Geneva-based investment adviser is hiring another relationship manager who learnt the trade at Julius Baer.

Charles Stanley poaches Brown Shipley veteran

Alwyn Mulryne joins former Brown Shipley CEO Ian Sackfield at Charles Stanley’s Manchester office.

Daniel Channing joins the PCD Club “Entrepreneurs’ Boardroom”

The panel discussed key issues for entrepreneur clients including challenges and trends that have emerged over the last 18 months.

Wilmington Trust appoints Director of Endowments & Foundations

Wilmington Trust is a leader in wealth management and corporate and institutional services.

Ex-Vontobel private client head joins Zurich bank as director

Cooperative bank replaces retiring Hans-Ulrich Stucki.

Barclays Private Bank debuts in Spain with new head for UHNW clients

The bank said he will also leverage the Power of One Barclays, which connects clients to a broader offering, including the capabilities of Barclays' Corporate and Investment Bank to bring enhanced, tailored propositions to clients.

Rothschild & Co names Volponi head of wealth management in Italy

Rothschild & Co has been in Italy for 25 years

Advisor Group Welcomes Two Florida-Based Wealth Managers With Client Assets Surpassing $178 Million

Thomas P. Leinwol and D. John Ruffa Join Advisor Group through Subsidiary Securities America

Eminent data protection regulator to join leading Global law firm

Elizabeth will join Baker McKenzie in January 2022 and will be based in London, further bolstering the Firm's existing strong data privacy and cybersecurity and technology teams across Europe and globally.

Amundi Makes Senior Appointments

He previously held various roles at Standard Chartered Bank as an investment advisor and treasury specialist since 2010, as well as at DBS and Citibank.

Apex Group appoints Head of Corporate Solutions, Netherlands

Michiel has been promoted from the role of Commercial Director, Corporate Solutions which he has held since joining Apex, earlier in 2021.

Changes to the UBS Group Executive Board

Sarah Youngwood to succeed Kirt Gardner as Group Chief Financial Officer

SVB Private Bank appoints Head of Relationship Management

As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.

JPM Private Bank boosts Mexico team

He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.

Asset manager is expanding its workforce in Zurich

“We have always invested in our teams since Decalia was founded in 2014,” emphasized Sébastien Demole

Allfunds chief financial director resigns after one year in the role

He will remain in his role through early Q2 2022 to support an orderly transition.

Oppenheimer Names President

Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,

Executive Moves