Managers of Wealth

BMO adds new senior role focused on wealth firm strategy, growth

Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth

Digital Wealth Manager Makes Senior Hires

He previously spent a decade at Standard Chartered Bank in Hong Kong and Singapore

Glyn Jones to retire as Quilter Chair in 2022

Quilter has matured into a business that is poised to deliver on its potential.

Former Pictet EM equity head resurfaces at boutique

The new hire will help the firm build out its global emerging markets equity operation.

UBS Hires Team of Private Bankers From Credit Suisse for Israel

Israel has experienced a wealth boom tied to surging investments in the country’s technology industry.

Long-Tenured Lombard Odier Executive Moves

UBP has been expanding in that area over the past few years and sees significant potential in the Zurich market

Amundi appoints new head of marketing and products

Former CEO of Amundi South Asia joins division

Mercer Appoints Hong Kong CEO for Private Client Services

Mercer has appointed Christina Wong as CEO for Private Client Services (PCS) Hong Kong, effective 11 August, the firm announced in a statement.

ZICO Asset Management hires Head of Advisory

He was also formally from UBS where he was a Director in the Global Family Office and Ultra High Net Worth division.

Investment banking chairman joins Apollo Global Management

Lewis to Join Apollo’s Management Committee

Asset Manager Zico Adds Veteran Banker

e was previously a director at UBS in the global family office and UNHW division.

Berkshire Hills Bancorp boosts wealth management team

Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan

Chilton Trust expands team

New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm

Brandywine Oak Private Wealth launches new tax practice

Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory

Ex-Deutsche Investment Banker Joins Barclays as China CEO

Liu has nearly 20 years of banking experience, most recently with Deutsche Bank where she was its China and Hong Kong head of institutional client group.

Utmost Group announces new Board Appointments

The new appointments will strengthen the Board, complementing the experience of the existing directors.

KKR Announces CEO Succession

Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization

SGKB Germany enlarges executive board and names new chairman

Tim Freise and Thomas Cichy join the board while Sven Thielmann will be its new leader.

Financial Advisor Caitlin Perry Joins UBS in Rutland, VT

She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.

Wealth Management Team Joins First Republic

Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.