Managers of Wealth

Claire Burden joins Smith & Williamson

“Many businesses are currently impacted by unforeseen external events, altering planned strategy, working capital and profitability,” says Greg Palfrey, Head of Advisory Consultancy at Smith & Williamson.

BNY Mellon Wealth Management Names Market President in Houston, TX

Adam joins BNY Mellon from Bank of America Private Bank

Wasil Mohar Joins SEI Institutional Group’s Client Strategy Team

Wasil joins SEI from Willis Towers Watson, where he spent the past 14 years in their actuarial and investment practices.

Brown Shipley hires from Julius Baer for newly created role

Second hire from Julius Baer

Julius Baer’s boutique Kairos names third CEO in two years

The new CEO most recently held a similar role at BancoPosta Fondi.

Wealth management firm adds two advisers

In addition, wealth adviser Lou Auriemma joins PWA with many years of experience in the financial services industry.

Indosuez Wealth Management appoints two senior executives

Van Ommeren will be responsible for enhancing the bank’s core functional and economic efficiency and driving its growth strategy in the region.

GAM strengthens emerging market equity team

Xing was most recently with Bank of China as a portfolio manager for private equity and previously also spent four years with Ernst & Young in Hong Kong and Denmark.

RBC Wealth Management Names Asia Head of Investments

In this role, he was responsible for the Discretionary Portfolio Management unit as well as all Products, Risk and Governance, and the Execution Desk.

ABN AMRO CFO to step down

After our Q4 results in February 2021 we will take time to thank Clifford extensively for his valuable contribution as CFO over the past four years.

Canaccord appoints former Investec director for London office

‘His appointment comes at a fascinating time for markets and global economies, providing our clients with robust support and access to deep talent and expertise has been crucial.

Alternatives specialist joins Sanne as Head of Client Operations

He will identify new clients and help to create new, quality service opportunities for existing clients whilst helping to consolidate Sanne’s position as a preferred service provider of choice.

Geneva PB hires Credit Suisse veteran as Swiss Asia head

Victoria Wu previously worked as part of Credit Suisse’s Apac team for the past 12 years.

WH Ireland hires Arden equity head to lead new division

In particular, I look forward to being able to further strengthen WH Ireland’s proven distribution capability to deliver clearly differentiated access to capital for our corporate clients.”

$2B team quits Morgan Stanley to join LPL enterprise

Levin said their partnership with LPL and Gladstone gives them a platform to build a high-end, boutique firm that can support their clients’ comprehensive financial needs.

Standard Chartered announces key appointments

The new structures and related appointments are effective on 1 January, 2021.

Oppenheimer Accelerates Growth of Consumer Investment Banking Group with Appointment of James Murray as Managing Director, Based in London, United Kingdom

He will be based in London and report to Max Lami, European Chief Executive, and Emmanuel Durand, Global Head of Consumer Investment Banking.

Executive Moves