Managers of Wealth

Bank Degroof Petercam replaces Switzerland CEO

His long experience and in-depth knowledge of the industry make him the ideal candidate to further develop our activities in Switzerland.’

Rathbone Greenbank Investments makes two new hires

Bolstering DFM capabilities

Lombard Odier adds Graham Quant Macro fund to PrivilEdge fund platform

The addition of the Graham quantitative macro strategy complements our innovative, flexible and differentiated range of fund solutions tailored to meet our clients’ needs.

Wells Fargo appoints Head of Advice in Private Wealth Management

Industry veteran tapped to lead national planning and sales team

MAI Capital Appoints New Managing Director

The financial services industry veteran joins $7B firm to help advance wealth management services at the firm's NYC office

Giuseppe De Filippo joins Julius Baer to lead newly created unit for direct private investments

Bank Julius Baer will create a new unit and launch a dedicated offering for direct private investments such as Private Equity and Private Debt for its UHNW clients. The unit will be led by Giuseppe De Filippo, who will join the Bank together with a team o

SJP appoints two new managers for revamped global equity income fund

Pzena Investment Management and Sanders Capital have been brought in to help manage the newly named Global Value fund.

Brown Brothers Harriman appoints new partner

Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.

Howard Atkinson Appointed Chief Business Officer of Pascal Financial

Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan

Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions

Coupe and Morrison join Aegon Asset Management as it begins the next step in its development into a truly global asset management business following its successful integration of its Asian, European and US divisions.

Leading offshore law firm announces six appointments in the Channel Islands

These latest appointments include members from both the Corporate and Dispute Resolution teams.

UBS Replaces Investment Strategist to Super-Rich

The Australian-born Smiles spent 16 years at UBS

Broadridge Announces CFO Transition

Broadridge has initiated a search process for a permanent successor that will include both internal and external candidates and has engaged a leading executive recruitment firm to lead this process.

Dominic Wheatley Joins Cutts-Watson Consultancy

Mr Wheatley’s appointment reflects CWC’s ethos of acting as a Trusted Adviser

Copia Capital Management expands team

In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risk Awards.

Barclays makes three senior appointments

Jamshed Kakalia will relocate to London from Barclays New York office to lead the Consumer coverage team in Europe and Middle East.

PNC appoints new members of executive committee

PNC is fortunate to have an excellent team of senior executives leading our company during these complex and challenging times.

Top Morgan Stanley PWM Advisor Joins Insigneo

The experienced team, which includes former Deutsche Bank, UBS and JPMorgan executives, adds strategic expertise in various regions to Insigneo’s already wide international reach.

Singapore CEO of Taiwanese private bank signals exit

Chiang also worked at Standard Chartered for nine years, across its regional audit, risk management, SME and wholesale banking businesses.

Barclays Private Bank hires global family office head

Barclays also announced the hire of Melanie Aimer as global head of client experience on Tuesday.

Executive Moves