Managers of Wealth

BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston

Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco

Brooks Macdonald appoints new CEO

Andrew will begin a process of handover from the incumbent, Caroline Connellan, with immediate effect.

Goldman Sachs Kicks Off Mass Recruitment in China

The recruitment targets are part of a five-year plan to double Goldman’s workforce in China to 600 and expand across advisory, securities and wealth management.

Citi appoints current chairman, Lee Lung Nien, to head its South Asia private banking business

Lung will report to Steven Lo, the Asia Pacific Regional Head of Citi Private Bank

Dogecoin Millionaire: Goldman Sachs Exec Quits After Making a Fortune From DOGE

The price of DOGE surged partly thanks to the attention it received from various celebrities including Tesla CEO Elon Musk, Kiss singer Gene Simmons, and billionaire Mark Cuban.

KB Financial announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Citi managing director and head of resources is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

Jupiter refreshes Merlin team structure with internal promotions

Broadening out leadership at the top of the strategy, David Lewis is promoted to co-Head of Strategy, Independent Funds, working closely alongside long-standing team head John Chatfeild-Roberts.

UBS WM hires co-head of alternative investment solutions

Roth, who is based in Zurich, is developing alternative investments alongside Jerry Pascucci, who is based in New York.

Bill Vasilieff to step down as Novia Financial chief executive

As AnaCap completes acquisition and announces management changes

J.P. Morgan Loses $8-Mln Team to Morgan Stanley, Wins Merrill Broker in NYC

The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.

Evercore Wealth Management Appoints Director of Delaware Trust Services

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Neil Macdonald takes on newly created role at State Street

In this role, he built a consulting business focused on the needs of wealth and asset managers in Hong Kong Special Administrative Region (HKSAR) and mainland China.

Janus Henderson bond boss exits in ‘career break’

Maroutsos, who also co-manages Janus Henderson’s Absolute Return Income and Global Multi-Sector fixed income strategies, is set to leave the group on 1 October.

Credit Suisse Hires in Asian Wealth Unit

The new hires are in both Singapore and Hong Kong.

Wealthify makes two senior hires

As NED at Wealthify, Bhargava will draw on his decades of wealth, investment and technology entrepreneurialism to help accelerate growth of the platform.

Van Lanschot Kempen appoints Maarten Edixhoven as Chairman of the Management Board

Maarten will be appointed on 1 October 2021 as Chairman and member of the Management Board.

AMP Australia CEO announces new team to lead transformation of the AMP Australia business

The team has the capability and experience to drive the transformation of the AMP Australia business, and each has the attributes to lead a high-performance culture.

UBS Nabs $4.7-Mln Merrill Trio, BofA Private Bank Team on West Coast

The team in Roseville, led by brokers Jason Arnold, Tom Mulvaney and George Chuchas, left Merrill for UBS Wealth Management USA on Friday.

Industry Veteran Joins Mattioli Woods

Nigel joins Mattioli Woods from Platform Securities, where he spent the last 14 years, including the last 5 years as CEO.

Executive Moves