Managers of Wealth

Raymond James Nabs $190M Bank Unit

This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.

Partners Group proposes board of directors member as two exit

Partners Group has its headquarters in Zug and has CHF 89.5m in assets under management.

Jay Goffman joins Rothschild & Co as a Vice Chairman, Global Advisory North America

Jay is a global authority on restructuring

Sanlam hires from Charles Stanley as Brighton head retires

Sanlam UK has hired Lydia MacDonald as a portfolio manager in its Brighton office, as its current Brighton boss Tony Gammon is set to retire in April.

Eddie Clarke named as Brewin Dolphin Ireland’s next chief executive

UK investment firm’s Irish unit is also set to get a new deputy chief executive

Amar Joins Fiduciary Trust as VP and Trust Counsel

Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.

JHC hires Head of Cloud & Operations to deliver SaaS solution for wealth managers

The industry is waking up to the potential of Cloud and it’s essential that we continue to provide our clients with access to cutting edge digital innovation and technology.

Consolidator bolsters team with rival talent

Kingswood hired Harriet Griffin as its chief operating officer, who formerly held the same role at Charles Stanley in its private client investment management team.

Amati Global Investors boosts sales team

Thomson will work closely with Head of Sales, Rachel Le Derf and Jonathan Woolley

J.P. Morgan Poaches Family Office Head

Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.

UBS Snapped Up New CEO Before Rival Could

HSBC, by contrast, unveiled a new strategy but maintained its interim CEO while apparently continuing to search for a permanent replacement.

Evercore Wealth Management promotes two to Partner

Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.

Julius Baer announces new board members

All other current members of the Board of Directors will stand for re-election.

Morgan Stanley Nabs $14-Mln UBS Trio, $2.9-Mln JPMorgan Duo

Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting

Evercore Wealth Management Promotes Partner

He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.

Indosuez appoints head of professional clients

Jacob-Nebout said: ‘Peter Schmidli's front line experience, combined with his extensive operational knowledge, will allow him to support the teams."

Guernsey Finance names new Chief Executive

“We live in challenging but also exciting times, and Guernsey is in an enviable position offering innovation, substance, stability, security and expertise,” he said

Citi Private Bank promotes King as China global market manager

The plan also includes establishing an integrated economic and business hub, which will help boost the tech sector, particularly by addressing the talent gap between the increasing demand from mainland China and the small pool in Hong Kong.

HSBC Global Asset Management appoints two CEOs in Asia

She will be charged with expanding HSBC's business in the core markets of Singapore, Vietnam, Malaysia, Indonesia, Thailand and the Philippines.

Bank Vontobel appoints COO after predecessor exits

Andreas Heinrichs succeeds Bernhard Heye, the former CEO of Bank Vontobel Europe AG

Executive Moves