Managers of Wealth

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

Based in UBS’s Miami office, the team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.

Nomura Adds Private Banking Duo

The hires are part of Nomura’s ongoing wealth expansion and goal to triple assets under management by March 2025.

Ex-UBS Chief Sergio Ermotti Shifts from Banker to Statesman

The former CEO of UBS, Sergio Ermotti, had promised a blackout after leaving the Swiss wealth manager at the end of October.

LVMH Names New General Counsel in Legal Leadership Refresh

The luxury goods giant has also appointed a new executive vice president for administration and legal affairs.

Apex Group appoints former Investec Bank executive in trio of Digital Banking hires

Formerly Chief Operating Officer at Investec Bank Plc, Alistair worked on a number of key digital initiatives

Banque Syz hires trading head from digital bank

Valérie Noël previously spent 14 years at Syz and 10 years at HSBC.

Merrill Lynch Wealth Management Recruits Citi Private Banker in SF, Loses Teams to Janney, Sanctuary

The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.

Richardson Wealth appoints Vice Chair

Manjuris has almost three decades of senior leadership experience in financial services, including serving as Global Head, Full Service Investing BMO, then Vice-Chairman, BMO Nesbitt Burns for over a decade.

Andreas Tautscher joins Carey as NED

Andreas has also served on Local Government advisory committees and was for six years a non-executive director on the Virgin Group Board.

GenTrust adds to New York wealth adviser team

Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.

ING to separate Board roles for operations and technology

He will also remain responsible for data management and will assume responsibility for information security.

Private bank CEO steps down amid shareholder changes

The bank also said that a team from One Swiss Bank will take over the management of the merged entity.

Vaduz independent asset manager appoints ex-SAM research head to board

IMT offers discretionary asset management, management of investment funds and investment controlling and advisory services.

Deutsche Bank Nabs Jefferies Swiss Broker

He will report to Leonardo Doser, who joined Deutsche Bank in January from UBS as head of markets distribution in Switzerland.

Royal London Asset Management hires head of ESG research

Eli Haroush has been appointed to the newly created role of head of ESG research to help embed ESG analysis into RLAM’s investment decision-making process.

UBS Hires $3-Million J.P. Morgan Advisors Duo in NYC

UBS’s Americas headcount, including a small contingent in Canada and Latin America, fell to 6,305, down a net 48 over the last three months of 2020 and down 244, or 3.7%, from 6,549 in the fourth quarter of 2019.

Changes in the Board of Directors of Finnova AG

The Board of Directors of Finnova AG has remained very stable in its composition for many years.

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Commits to product innovation and offering to broader distribution and investor base

Withers welcomes experienced wealth planning advisor in San Francisco

Christine has nearly two decades of experience advising high net worth individuals on wealth, estate planning, succession and philanthropy matters.

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

Executive Moves