Managers of Wealth

Goldman Sachs streamlines asset, consumer, wealth management units

The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.

Goldman reshuffles ranks to name Cohen head of asset management and consumer banking

Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank

UniCredit announces new leadership in Group Wealth Management & Private Banking

Mirko will continue to serve on the Group Executive Management Committee (EMC), while Co-CFO Stefano Porro assumes sole responsibility for the CFO function reporting to Wouter Devriendt, Head of Group Finance & Controls.

Wealth management firm announces changes to the board

These changes represent a natural step in the firm’s evolution

BNY Mellon Wealth Management Names Head of Client Strategy and Business Development

Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.

Bank Linth replaces head of finance, risk and credit management

He has experience at Credit Suisse, Bank Julius Baer and Sarasin & Cie.

Threesixty MD steps down to join Stockport IFA

His history in leading other IFA practices as well as nine years at Threesixty will be invaluable to us.”

Bär & Karrer appoints three heads of capital markets practice

They replace Thomas Reutter, who is leaving the firm.

International law firm hires former UK attorney general

Mr Cox will work closely with the firm to enhance its advice to both its private and overseas government clients on international commercial litigation, fraud disputes, international arbitrations (both investment treaty and commercial) and public internat

Regional law firm grows Private Client team

She advises clients on a wide range of issues including private wealth, inheritance, wills and probate, lasting powers of attorney and Court of Protection cases.

Multi-family office appoints Executive Chairman

Welcoming the new appointment

German AM poaches digital WM founder and expands into Switzerland

Aaron Scott is the new head of strategy and ESG.

Charles Russell Speechlys makes two senior appointments

Bart will begin his four-year term in May 2021, taking over from Christopher Page, who has been Senior Partner for the past eight years.

Zurich WM adds Eric Gisiger to board and appoints chairman

It announced the news with a fundraising round, in which Spicehaus Partners also invested.

Deutsche Bank WM appoints head of German speaking Switzerland

Based in Zurich, he intends to build out the bank’s franchise with ultra-high-net-worth individuals and family offices.

Envestnet appoints Co-Chief Investment Officer

Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.

Northern Trust Adds Relationship Management and Client Service Leaders

Appointments Support Business Growth, Expand Local Service and Solutions Expertise

Seba Bank appoints ex-UBS veteran as chair in board upheaval

She replaces Sébastien Mérillat, who has held the position on an interim basis since Andreas Amschwand left the bank, as announced in July.

WBD welcomes new private wealth partner in Bristol

James also has a strong international practice advising non-UK domiciled individuals, particularly on US/UK estate planning and tax related matters.

SLA's global distribution head Fleming to leave firm

Following a 'leadership review'

Executive Moves