Managers of Wealth

Rockefeller Capital Management boosts Private Wealth Management team

As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.

Stonehage Fleming expands private capital team

Expansion of the team comes in response to client demand and the wider market opportunity.

BKB names new CEO

He has also previously worked as CFO of Notenstein La Roche Private Bank.

Vontobel recruits from UBS

Daniela Diethelm joins Vontobel and takes over responsibility for the regional market.

UBS team managing $738 million near Detroit leaves for Raymond James

Eleven-member group will join RJ's employee unit in Birmingham, Mich.

Investec loses senior Leeds duo to Raymond James

McNab said: ‘Many investment models take a distanced approach without thinking about the client end experience.

Kingswood appoints new Head of Alternatives and Distribution

Kingswood is committed to becoming a leader in the UK wealth and investment management market by building a nationally recognised listed brand.

Credit Suisse makes changes to executive board

Warner has significant experience and a strong track record as a senior bank executive.

Credit Suisse promotes three amid board reshuffle

During her 11 years with Credit Suisse, Lydie has demonstrated consistently strong business contribution and exemplary culture standards in her previous role as COO of Global Markets.

Evercore Wealth Management appoints Managing Director and Portfolio Manager

He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.

UBS restructures board of directors

We thank both Ann and Michel for their 10 years of invaluable collaboration, work and outstanding service and wish them all the best for their future endeavors.

Senior Julius Baer Banker Resigns

The NRI business is one of the fastest-growing sources of net new money for the bank.

Changes to the UBS Board of Directors

Jeanette Wong and William C. Dudley to be nominated for election to the UBS Board of Directors at the forthcoming Annual General Meeting. Ann F. Godbehere and Michel Demaré not standing for re-election after 10 years of Board membership.

Nedbank Private Wealth Appoints A New Head Of Investment

Nedbank Private Wealth has strengthened its investment team with the appointment of David McFadzean as Head of Investments Jersey.

additiv Hires Digital Wealth Management Veteran to Run Asia

Bert-Jan’s focus will be to further tailor our products to the Asian markets and drive additiv’s growth in the region.”

Wealth firm hires Merrill Lynch veteran as alternatives boss

Prior to this he spent more than three decades at Merrill Lynch.

UBS proposes former NY Fed head Dudley as board member

The vote on his appointment to the Swiss group's board of directors will take place on 2 May 2019.

Christian Gosch succeeds Stefan Spannagl on Management Board of Avaloq in Germany

Stefan Spannagl has made a vital contribution to the positive performance of our operations on the German market ever since Avaloq Sourcing (Europe) AG was established in 2013.

Change of Guard at Saxo Bank Switzerland

Santi was responsible for Switzerland and Europe during his time at BSI, the bank based in the Ticino region of Switzerland.

SS&C appoints head of hedge fund administration business

Prior to joining SS&C, Joe spent over 12 years at Citco

Executive Moves