Managers of Wealth

Morgan Stanley Announces Key Leadership Changes

All of these appointments become effective on June 1, 2021.

Pictet Elevates Role of Equity Partner

She is to replace Bernd Uhe, who will become Pictet's group corporate secretary and head of organization, a sort of internal consulting team of Pictet.

Ex-Carrick Wealth managing director to run DeVere-owned firm

Replacing the chief executive and founder who has left the UAE-based business

Charles Stanley bolsters Manchester team with new senior hire

Lee will be a valuable addition to the team and will support our ongoing development of new client relationships, whilst growing our existing client base in the North West of England.

Northern Trust appoints Global Head of Asset Servicing Product Management and Strategy

Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.

IQ-EQ expands Group Technology leadership team with three key appointments

All three appointments are to newly created roles

Brewin Dolphin appoints Ian Kloss as head of nationals, networks, and international distribution

As part of Brewin Dolphin’s successful intermediary team, Ian will help to enhance the company’s existing UK advisory partnerships as well as developing the firm’s intermediary proposition nationally and internationally in Jersey and the

J.P. Morgan Nabs China Private Banker From Credit Suisse

In her Singapore-based role, Zhang reports to the bank's head of Singapore and Southeast Asia James Wey.

Russell Investments makes additions to senior leadership team

Kate and Kevin will further enable Russell Investments to capture the industry’s growth while leveraging our expansive global franchise to provide a frictionless experience to our clients.

François Pauly named CEO of Rothschild private bank

Pauly also is the chairman of media company Saint-Paul Luxembourg

Credit Suisse Bankers Exit as Post-Archegos Defections Mount

Credit Suisse was the biggest loser when the world’s top investment banks raced to exit trading positions as Archegos collapsed, pushing it into a 900 million-franc ($997 million) pretax loss for the first quarter and prompting a management shakeup.

BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston

Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco

Brooks Macdonald appoints new CEO

Andrew will begin a process of handover from the incumbent, Caroline Connellan, with immediate effect.

Goldman Sachs Kicks Off Mass Recruitment in China

The recruitment targets are part of a five-year plan to double Goldman’s workforce in China to 600 and expand across advisory, securities and wealth management.

Citi appoints current chairman, Lee Lung Nien, to head its South Asia private banking business

Lung will report to Steven Lo, the Asia Pacific Regional Head of Citi Private Bank

Dogecoin Millionaire: Goldman Sachs Exec Quits After Making a Fortune From DOGE

The price of DOGE surged partly thanks to the attention it received from various celebrities including Tesla CEO Elon Musk, Kiss singer Gene Simmons, and billionaire Mark Cuban.

KB Financial announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Citi managing director and head of resources is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

Jupiter refreshes Merlin team structure with internal promotions

Broadening out leadership at the top of the strategy, David Lewis is promoted to co-Head of Strategy, Independent Funds, working closely alongside long-standing team head John Chatfeild-Roberts.

UBS WM hires co-head of alternative investment solutions

Roth, who is based in Zurich, is developing alternative investments alongside Jerry Pascucci, who is based in New York.

Executive Moves