Managers of Wealth

Mattioli Woods continues to enhance its investment proposition

As announced in November of last year, Dean Cheeseman has been appointed as Managing Director of Client Investment Solutions.

Geneva IAM appoints first partner since 2009

David Petulla told Citywire it is important for EMC Gestion de Fortune to keep its sentimentality.

BCV hires Credit Suisse Romandy boss and restructures private bank

The new centre of competences private banking division brings together a range of specialists who complement private banking in one division.

Edwards-based wealth management firm adds two new members to the team Aprisent Financial Group now has four advisors

Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management.

HSBC Asset Management Appoints Asia CIO

Previously, he also worked at the Bank of England and the International Monetary Fund.

Saltus appoints new COO for next phase of growth

The company said the new hire will accelerate its ambitious growth plans, which include driving the development of the Saltus Partnership Programme.

World Trade Center Utah appoints J.P. Morgan Private Bank Director to Board of Directors

WTC Utah and JPMorgan Chase have had a decade-long relationship that focuses on supporting Utah companies

HSBC appoints new Head of Global Private Banking in Channel Islands and Isle of Man

Prior to his most recent role as Managing Director, Global India, MENA and Europe for HSBC GPB based in Singapore, he was Head of Trust and Fiduciary Services, Channel Islands and Isle of Man.

Arbuthnot appoints new head of executives and professionals

Within her new role, Carolyn will lead the team to develop the proposition and strengthen connections with existing clients.

Brooks Macdonald’s ex-football pro seals Rathbones transfer

Former West Ham footballer Matthew Fry joins Rathbones’ London office as an investment director, following six years at Brooks Macdonald.

RBC nabs $610M team from Truist

The Cypress Group will operate out of RBC's office in Wilmington, North Carolina

Evelyn Partners’ Seager-Scott to exit for Mazars CIO role

Citizens Hires Ex-First Republic Recruiting Chief For Wealth Push

He is expected to woo experienced brokers in part by promising referrals of high-end clients from Citizens Bank.

GoldenTree Asset Management Hires Markus Taubert and Establishes Office in Germany

He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.

Barclays expands its Japan team with managing director

A managing director has been appointed by Barclays.

SmartBank appoints chief banking officer

The firm has brought in a name with plenty of leadership experience.

HIGHVERN celebrates group wide promotions

The organisation, now located in six jurisdictions, has recognised the contribution and efforts of team members across its funds, private wealth and support services.

Quant investment advisory names ex-UBS and Julius Baer PM as partner

Urs Winzenried takes senior position at venture that was first started in December of last year.

State Street Appoints Ireland Country Head

Most recently, she has been responsible for the global delivery operational groups and served as interim head of State Street Funds Services (Ireland) Limited.

Brooks Macdonald CIO Edward Park exits

Edward Park is set to leave Brooks Macdonald after 15 years with the firm.

Executive Moves