Managers of Wealth

BNY Mellon appoints head of new Taiwan office

She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments

Tilney Smith & Williamson appoints first chief commercial director

John Bunch joins newly merged firm

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.

BNY Mellon Wealth Management names Senior Client Strategist

With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.

Former Pershing Executive Joins Pathstone Board

Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.

$1.2B UBS Team Jumps to Raymond James

Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.

J.P. Morgan Hires Wealth Management National Branch Business leader

U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years

CEO Exits Private Bank Amid Dissolution

Matteo Maccio, Falcon's finance chief of two years who had largely managed the mergers-and-acquisitions process as well as the wind-down disclosed in April, will take over from Keller as CEO.

Former Morgan Stanley gatekeeper joins Citi Private Bank

He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.

BIL Suisse appoints boosts senior team

Rémy Savoya was appointed head of corporate and institutional banking with effect from 1 September.

BNY Mellon appoints Head of Germany, Switzerland, Austria and the CEE

BNY Mellon has appointed Björn Storim as Head of Germany, Switzerland, Austria and Central & Eastern Europe (the CEE), effective immediately.

Northern Trust expands front office solutions with two strategic hires

Cannell came to Northern Trust from SS&C where she worked in business development and key account management.

Standard Life Aberdeen new CEO takes up the role

Most recently, Stephen served as CEO of Global Consumer Banking at Citigroup, a role he held since 2015, retiring in November last year.

Ex Sesame CEO joins Succession as chairman

In his new role he will support Succession in its next stage of growth and the delivery of its strategic plans.

Beaufort Financial poach new North Wales director from Sanlam

He will take responsibility for the day-to-day running of the business, whilst working closely with co-founder and senior partner, Gaynor Lyth, to shape the future development of the firm.

Van Lanschot Kempen appoints Erik van Houwelingen to Executive Board

We are very pleased to have somebody of his caliber joining our team.

Standard Chartered appoints CEO of GBA

The appointment of the CEO of GBA reflects our long-term commitment in the Greater Bay Area, where financial and economic activity growth is creating greater demand for crossboundary services due to favourable policies.

Cantonal bank names head of corporate and private clients

He has worked there for 22 years, holding roles including financial planner.

Blucora Appoints Karthik Rao to the Board of Directors

Mr. Rao is an accomplished executive who currently serves as the Chief Operating Officer for Nielsen Global Media, a global provider of data, information and technology to the media and advertising industries, a role he has held since February 2020.

Stifel Hires Young Merrill Trio in Texas Producing $3 Million

Stifel, which in February opened a southern Texas office with two career-Merrill advisors, has sourced 23 advisors in the Lone Star State from the wirehouse in the past two years, according to Robert Johnson, firm’s southwest region director.

Executive Moves