Managers of Wealth

Royal London Asset Management hires head of ESG research

Eli Haroush has been appointed to the newly created role of head of ESG research to help embed ESG analysis into RLAM’s investment decision-making process.

UBS Hires $3-Million J.P. Morgan Advisors Duo in NYC

UBS’s Americas headcount, including a small contingent in Canada and Latin America, fell to 6,305, down a net 48 over the last three months of 2020 and down 244, or 3.7%, from 6,549 in the fourth quarter of 2019.

Changes in the Board of Directors of Finnova AG

The Board of Directors of Finnova AG has remained very stable in its composition for many years.

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Commits to product innovation and offering to broader distribution and investor base

Withers welcomes experienced wealth planning advisor in San Francisco

Christine has nearly two decades of experience advising high net worth individuals on wealth, estate planning, succession and philanthropy matters.

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

Citigroup Names Ida Liu to Head Global Wealth Management

The promotion comes as the bank also named new regional wealth-management heads.

HSBC AM chief relocates as part of Asia Pacific growth plans

The move reinforces the group's commitment to be the leading wealth manager in the region.

Asian Wealth Stands Out For Scale And Growth

The newly merged wealth unit – or Citi Global Wealth – will cover clients across the wealth spectrum from the emerging affluent to high net worth individuals.

Citi Names Wealth Co-Heads for Asia Pacific

Head of investment finance for the private bank Giuliano Malacarne will expand his remit and coordinate the delivery of banking and lending products to wealth clients.

Barclays Names New Swiss Wealth CEO

Before hiring on at Barclays in 2010, Daya worked for RBS for six years.

The woman building HSBC's 3,000 roaming banker army

She has also set up a financial technology (fintech) platform in Shanghai to operate Pinnacle - the first foreign financial institution to do so in mainland China.

SSGA selects head of continental Europe for global institutional group

"These are significant markets for us, and I am confident that Gerben's leadership will help us continue to make progress in the region."

Blackstone Hires Managing Director

BXG has already made significant investments in fast-growing European companies

Tilney Smith & Williamson adds to Cambridge team

Prior to this Bowen advised clients on mortgages and protection for several years at Compass Independent Financial Services and Abbots Countrywide.

Q Wealth unveils Sara Hilliard as new COO

C-suite hire announced, along with three new additions to senior management team

State Street Appoints Renee LaRoche-Morris To Newly Created Leadership Role

Prior to her role as COO, Renee held roles as CFO of Wealth Management, and as a director at BNY’s custody arm, Pershing.

HSBC relocates top leadership from London to Hong Kong

Divisions accounting for almost all of lender’s global revenue will be run out of the territory

CI Financial Announces New Chief Financial Officer

Amit Muni’s extensive experience includes 13 years as a public company CFO

Northern Trust Wealth Management Announces Central Region Leadership Changes

They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.

Executive Moves