Managers of Wealth

New Faces on Board at Marquez Private Wealth of Raymond James

In her role prior to joining Marquez Private Wealth of Raymond James, Veronica served as a wealth management associate at UBS Financial Services in Los Angeles.

Krissy Mashinsky Joins Focus Financial Partners Board of Directors

Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.

Credit Suisse's senior MENA banker leaves

The departure came as Credit Suisse has been ramping up its presence in the region

Goldman’s Sheila Patel, Chairman of $1.8 Trillion Manager, to Retire

Prior to joining the asset-management unit, she worked in various roles in the equities division, including as co-head of distribution in Asia and head of U.S. derivatives sales.

Brickowner hires ex-Barclays adviser as head of compliance

“Property investment platforms are relatively new and a key concern for us will be to scale responsibly, working with regulators, so that the interests of our investors and partners are always at the forefront.”

Brewin Dolphin names new head of £3.5bn charity arm

Lynne Lamont replaces Ruth Murphy as head of the wealth firm's charity division.

Edmond de Rothschild Switzerland CIO exits

Gilles Prince leaves the group to take on other projects.

Newly-formed insurance broker representing some of UK's 'wealthiest individuals' records 'spectacular' early growth

Broadway has had a 'rapid impact' among the North West business and high net worth communities

Chubb Names Alexandra Waldman Climate Sustainability Manager

Chubb recognizes the reality of climate change and the substantial impact of human activity on our planet.

Liechtenstein Bank to Reinstate Ex-Chairman

The Liechtenstein Public Prosecutor's Office has discontinued preliminary investigations against Georg Wohlwend on suspicion of insider trading.

UBS Nabs Credit Suisse Private Banker

The new hire is expected to boost Lombard lending with his clients.

LGT Vestra chairman steps down

According to the firm, as of November 30, it holds about £17bn assets under management with 370 employees and partners.

Carey Olsen strengthens BVI dispute resolution and litigation practice with lateral partner and counsel hires

Tim's return as partner coincides with the appointment of experienced BVI litigator, Simon Hall, as counsel within the team.

BNP Paribas Asset Management appoints Luiz Sorge as Head of Latin America

In this new position, Luiz will look to further grow BNPP AM’s presence and capabilities across the region, whilst continuing to provide the long-term sustainable investment solutions for our clients.

Walker Crips pushes ahead with adviser hires in wealth drive

Walker Crips is hoping to drive further growth through its wealth division by hiring new advisers and acquiring smaller advice firms.

SJP chief strategist Ralph exits

Ralph has now announced that he will be leaving SJP at the end of 2020 – though he will stay on as a non-executive member of the firm’s investment committee.

Cantonal bank names vice director

Obwaldner Kantonalbank has appointed Sandro Frigg, currently head of corporate client consulting, as vice director.

IQ-EQ appoints Head of Client Development in USA

In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.

Dentons appoints Global Head of Family Office and HNW Group

Marshall joins Dentons as a principal and will be based in New York.

CNB expands Wealth Management division

Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.

Executive Moves