Managers of Wealth

Woodbrook signals further expansion with key new appointment

Mr Gregory said his background in compliance is “critical” to his new role as head of Woodbrook’s wealth division.

Northern Trust Wealth Management appoints Director of Business Services

Northern Trust Wealth Management has more than 130 years of experience working with business owners

Strategic Wealth Partners Grows Its Wealth Management Team

Additions Expand Reach in Wisconsin and Illinois

Quilter Cheviot hires Brooks veteran

Nick joins from Brooks Macdonald where he has spent his entire career to date, starting as an trainee investment manager 22 years ago

Juerg Zeltner Enlists Ex-Credit Suisse Banker

The arrival of Kamber Borens at KBL hinges on the Bellevue deal panning out: finews.com reported last week that Swiss regulatory approval, as well as discussions over Bellevue employees, are still pending.

Derivatives Expert Joins Finance Boutique

For the past seven years, Schmidlin was head of structured products for external clients at Credit Suisse in Zurich.

BMT Wealth Management expands team

Edward joins BMT from Wells Fargo

Cantonal bank subsidiary names new CEO after former resigns

Peter Schnellmann, who was head of sales at Bank Cler and member of the executive committee at Basler Kantonalbank, has also resigned.

Former GAM manager hired at Zug biotech boutique

Heeb was formerely a portfolio manager on the GAM Multistock - Health Innovation fund

Wealth Management Firm Names Chief Financial Officer

Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.

B. Riley Wealth Management Appoints President

We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management

Alex Jones to head Intermediate Capital's U.S. private wealth solutions

Jones previously worked in JP Morgan Private Bank

New advisory law firm appoints new partner

Amos joins the firm from asset management consultancy MJ Hudson, where he was a partner.

Alpha FMC adds three senior hires to wealth management practice

Bradley Northrop and Patrick Dennien join Alpha’s wealth management team as Senior Managers from EY.

Zurich WM welcomes three advisers

Odermatt spent a large portion of his career focused on foreign exchange trading, holding positions in Toronto and New York

Close Brothers appoint new managing director for Scotland

Alastair Wilson joins the firm from Brooks Macdonald, where he was a founding member of their Edinburgh office

Geneva WM makes raft of hires and looks to open Lisbon branch

Paula Gregório, the senior operations and risk officer, previously worked at independent asset management firm BPI Suisse.

Carey Olsen's Asia growth continues with new Bermuda offering in Hong Kong

Carey Olsen has added Bermuda law capabilities to its Hong Kong office with the relocation of Bermudians Henry Tucker and Kyle Masters.

Xplore Wealth adds distribution and marketing head

Hamieh said she had joined during a pivotal period for the company and conversations regarding the vision and growth ambitions of Xplore Wealth cemented her decision to join.

Former Accenture Managing Director Joins Sionic

The newly branded Sionic was the result of a recent merger between UK-baed Catalyst Development and US-based Sionic Advisors.

Executive Moves