Managers of Wealth

Structured products firm hires Vontobel advisory investment solutions head for Switzerland

Previously he held other roles including head of sales AMCs and thematic investments and head of digital advisory and distribution.

Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth

They join from Wells Fargo Advisors.

First Republic Bank Announces Two Board Appointments

Board Welcomes New Director Shilla Kim-Parker, Reappoints Founder and Co-CEO Jim Herbert

RMB Capital Names Amber Hickory as Chief Marketing Officer

Prior to that, she spent 12 years as president of Greenhouse Partners, a brand strategy and marketing firm that has worked closely with RMB since the firm’s 2005 inception.

Chase de Vere CEO to step down; Kathleen Gallagher to take over role

Current CEO Kavanagh to become chairman

Credit Suisse Nabs RBC Investment Banker

Triggle’s appointment comes on the heels of the hire of Michael Bonacker in Frankfurt as Vice Chairman for FIG in EMEA.

Pictet WM makes key China hire, as Citi bolsters UK efforts

Private banks strengthen regional focuses with moves for experienced bankers.

Julius Baer Grows Southeast Asia With Ex-UOB Private Banker

Previously, he also held various senior leadership roles at Credit Suisse and, prior to that, worked at UBS as a senior client advisor for ultra-high net worth clients.

JPM Private Bank hires Calvert execs for sustainable investment unit

She will work with JPM’s advisors and their clients to weave sustainable investment criteria into their portfolios

Schroders Personal Wealth boosts board

He has over 20 years’ experience in the financial sector.

Citi Senior Equities Staff to Exit Hong Kong

Citigroup isn’t the first bank to start moving its people out of Hong Kong.

William Blair’s head of fixed income departs

Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.

Liontrust’s David Roberts retires

Phil Milburn and Donald Phillips will now co-head the asset manager's fixed income division.

Wealth management business appoints MD

Highly experienced advisor joins to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts.

Pictet Nets Ex-J.P. Morgan Private Banker to Lead New Team

At Pictet, Yeung will lead a Greater China team made up of new hires with a focus on the Greater Bay Area.

Wren marks 5th year of expansion with major appointments

Wren provides strategic wealth advice, investment management and family office services to wealthy UK

Who advances into the management at the Basler Kantonalbank and Cler

These are the lucky new appointees.

Rathbones adds investment consultant to sales team

"We are very pleased to welcome Jenny to our investment sales desk. With a strong grounding in economics and experience in a fast-growing business, she is ideally suited to our team as we look to build on our strong relationships with advisers."

Natixis hires Head of Global Market Strategy

He will also work in close collaboration with our US team

Private banking team decamps for Morgan Stanley Private Wealth

Finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.

Executive Moves