Managers of Wealth

Tilney announces third Aberdeen hire this year

The appointment is the latest in a series of hires made by the firm in Scotland this year, where Tilney has offices in the cities of Glasgow, Edinburgh and Aberdeen.

Schroders names Rory Bateman as Head of Equities

He will assume the responsibilities previously managed by Nicky Richards, who will become a Senior Adviser for the firm from March 2019.

Leonteq Adds Private Banking Sales Co-Head

Prior to joining Leonteq, Shea worked at HSBC as Head of Structured Products and Brokerage Asia.

Temenos appoints new head of sales in Asia Pacific

In his new role, he will be responsible for growing Temenos’ coverage of the emerging and established economies in the Asia-Pacific region.

Private Wealth Advisors Join Rockefeller Capital Management

Ryan and Epperson oversee assets totaling $1.4 billion and $800 million, respectively

J.P. Morgan AM appoints Head of Central U.S. and Canada Institutional

In this position, she was responsible for the strategic direction and management of liquidity, capital, ratings, corporate finance and corporate structure issues.

corfinancial appoints senior executive

This promotion is a direct result of David’s excellent work as part of the salerio team.

New Chief Operating officer for Wealth Management Giant

We’ve got a lot of great people working in successful businesses – just imagine how much bigger and better we could be if we bring all that talent together,” he explained.

Bank of America names two executives to replace late wealth management head

Bank of America Corp added two executives to its management team to fill the role left by former global wealth management chief Terry Laughlin, who passed away unexpectedly in October, the bank said in a statement on Tuesday.

Sandaire taps Signia for new client boss

Janet joins Sandaire from Signia Wealth Limited

Baird lands $228 million team from Oppenheimer

Fisher brings nearly 50 years of experience in the industry to Baird and founded the St. Louis branch of Oppenheimer in 1990. He is a graduate of University of Pennsylvania where he earned a bachelor's degree in economics.

Crypto bank announces high-profile board of directors

The bank will continue to be led by CEO Guido Bühler.

Crypto Bank Seba Names Directors

Other Seba directors are Reto Kunz, Sébastian Mérillat, Guy Schwarzenbach and Urs Zulauf an.

Bank of America names two executives to replace late wealth management head

The two new leaders bring different perspectives to the management team

Deutsche appoints new wealth head for Europe

The appointment by the Board of Directors of Deutsche Bank (Switzerland) occurred ahead of de Sanctis' first day today in the new role of Head of Deutsche Bank Wealth Management Europe under a regional reorganisation announced in August.

William Blair names Director of Sustainable Investing

Blake joined William Blair as an Institutional relationship manager in 2005 and has been a portfolio specialist on the global equity team for the past eight years.

Butterfield makes three appointments

In his new role, he will be responsible for the Jersey finance function

Deutsche Bank Move Signals Transitioning Focus On Asia

Hinder’s exit follows a reorganization of Deutsche’s private banking activities into three regions: the U.S., Europe, and emerging markets, which encompasses Asia, the Middle East, and Africa.

J. Safra Sarasin Poaches from CS

He will report to Yves Sarasin, who runs the Swiss wealth arm.

AFH hires ex-Tavistock exec as a new Chief Operating Officer

In his new role he will work alongside AFH’s Eunisure team to expand AFH’s presence in the mortgage and protection market.

Executive Moves