Managers of Wealth

RBC Brewin Dolphin appoints two wealth managers in Edinburgh

Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.

Evelyn Partners recruits ex-pro rugby player to Edinburgh financial planning team

Edinburgh Rugby star Chris Dean will initially take on business development role

Indosuez Strengthens North Asia Leadership With Key Appointment

Based in Singapore, he will oversee growth and strategy across key markets including China, Taiwan, and Hong Kong

Blackstone hires head of European private equity

Blackstone has $1.2 trillion in assets under management.

Geneva IAM welcomes new senior relationship manager

Longstanding employee of Suntrust Investments Yves Pillonel has joined Baseline Wealth Management.

Two Zurich-based family offices are joining forces to arrange the succession.

Two Zurich-based family offices are merging.

JP Morgan Asset Management investment trust head to retire

Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026

Senior Rathbones duo exit

Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.

First Citizens Names Erin McCaskill as New Wealth Leader in Atlanta

Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.

Pictet Asset Management appoints Benjamin Becker as Head of US ETF Distribution

Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.

UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona

He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.

Quilter Cheviot hires corporate and entrepreneurial client development head

He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.

BNP Paribas Wealth Management Strengthens Asia Leadership with Senior Hires from UBS, Credit Suisse and Others

In September, Kah Yi Chung joined as Head of Private and Alternative Investments Asia, bringing 20 years of experience from HSBC and other global firms.

Ocorian appoints Paul Smith as Client Director in Guernsey

He brings significant expertise in fiduciary investment oversight and the management of complex trust structures, along with a strong understanding of private client needs across multiple jurisdictions.

UBS veteran in French-speaking Switzerland retires

The dual role will be shared between two experienced managers.

Alexandre Stumm becomes Head of Sales and Private Client Advisory

With his many years of experience in providing comprehensive private client services, he will also assume the role of Head of Private Client Advisory.

Deutsche Bank finds Brazilian professional for its Swiss Private Banking

Deutsche Bank has appointed a new head of Brazil for its emerging markets private bank, effective November 1.

Deutsche Bank hires North Asia investment head from HSBC

The German bank has named its replacement for Cedric Ko.

BNP Paribas Singapore DPM head to join non-profit sector

After 23 years at the French bank, the discretionary portfolio management specialist is joining the non-profit sector.

WH Ireland Appoints John Cusins as Non-Executive Director

The company aims to build long-term relationships with clients

Executive Moves