Managers of Wealth

LPL Financial Welcomes Gallagher Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.

HSBC GPB Strengthens Southeast Asia Coverage with New Appointments

His new position will focus on strengthening ties between HSBC’s domestic businesses and its offshore private banking operations.

Seasoned UBS private debt PM joins new firm in Zurich

Stefanie Müller joins Swiss Credit Partners as senior portfolio manager.

Praxis announces first promotions in move to year-round recognition model

The first three promoted under the new framework are two new Associate Directors in Jersey and one in Guernsey.

Schroders unveils new Head of Value Equities

He will be focused on ensuring the team-based Value investment approach continues to harness the opportunities offered by unpredictable markets, underpinned by its consistent and disciplined research-driven process.

Investors react as Nick Kirrage exits Schroders

Simon Adler promoted to head of value equities as Nick Kirrage leaves firm

Broadridge appoints Munish Gautam from JPMorgan as global head of trading platforms

He will lead the continued integration of Broadridge’s market-leading product suite and spearhead the development of advanced multi-asset trading capabilities.

RBC WM's SEA market head departs

The market head was at the bank for three years.

HSBC GPB makes senior hires across SEA and international markets

The latest hires at HSBC GPB build on several other recent senior appointments in the region.

GAM Strengthens European Presence with Appointment of Karim Carmoun to Lead France, Benelux and Monaco

Based in Paris, Karim will report directly to GAM’s incoming Group Chief Distribution Officer, Tim Rainsford, who will re-join the firm on 1 October.

Kaleido Privatbank Zurich: Richelieu Takes Over, CEO Departs

On Monday afternoon, the CEO confirmed to finews.com that he had resigned from his position at Kaleido.

Former Waverton CEO Nick Tucker retires

Tucker had been serving as a non-executive director since the merger between Waverton and London & Capital a year ago.

Industry heavyweight Nick Tucker retires following decades of leadership in wealth and investment management

Nick retires after decades of leadership in the wealth and investment management industry

Ron Meraz to Join Citi as Wealth Regional Director

He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.

Nomura names ex-StanChart exec as ME, Europe wealth head

The Japanese bank aims to step up its expansion across the Middle East and Europe with a focus on high-net-worth clients, family offices, and EAMs.

Liontrust appoints co-head of global innovation team

Clare Pleydell-Bouverie will lead the team alongside existing head Storm Uru

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market

Change of power at Raiffeisen – What awaits the new CEO?

As CEO of the Liechtensteinische Landesbank, he brings the necessary leadership experience

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.

VP Bank appoints new Chief Financial Officer

Roland Kläy is a certified public accountant and holds several advanced degrees

Executive Moves