Managers of Wealth

$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan

By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.

World’s Third-Biggest Wealth Fund Grows Quant Team With New Hire

The rainy-day fund has amassed just under $700 billion in assets

Fired, then bounced back to be banking giant JPMorgan Chase's CFO

Lots of people bounce back, but Mr Barnum's rise to CFO of the banking giant is an unlikely Wall Street tale.

Avaloq Co-Chiefs Revamp C-Suite

A spokesman for Avaloq confirmed that Foehn and Pahlke have exited, and said Hauser remains an adviser.

Lombard Odier IM strengthens distribution team in Switzerland

He joins as Head of Institutional Sales for Switzerland; Martin Kazimir joins as Head of Wholesale Switzerland

Credit Suisse Names COOs of Investment Bank

Elodie and Warren have experience working across regions, products and legal entities, which has equipped them well for their leadership roles.

LOIM hires institutional sales head and chief of wholesale Switzerland

Raphael Kron was appointed as head of institutional sales and Martin Kazimir as head of wholesome in Switzerland.

A series of appointments of Client Services Directors at Accuro

We are very pleased to be able to promote from within the business.

Rothschild hires Credit Suisse heavyweight to lead Midlands launch

Rothschild & Co has hired Credit Suisse’s head of ultra-high net worth in the UK to lead a new wealth team across the Midlands region.

HSBC splits Asia leadership as it increases focus on China

Banking group to replace Peter Wong with co-heads for the region

CIO of SSGA’s global equity beta unit to retire

John Tucker to be Promoted to Succeed Blake, and Karen Wong to Join as Global Head of ESG and Sustainable Investing

Coutts and 7IM duo join new Surrey wealth boutique

Ambitious growth plans

Ocorian appoint Global Head of Service Lines

He will work collaboratively with our client teams to set the strategy and identify opportunities for growth across all of our service lines.

Crypto Firm Tasks Ex-Julius Baer Banker in Growth Bid

Christine Schmid joins the Board of Bitcoin Capital AG

US wealth firm expands London office with senior hires for U.K. private client and charity team

These appointments will support the expansion of Brown Advisory’s international business

Citi Boosts Wealth Ambitions With Family Office Hire

The bank has yet to respond to queries from finews.asia about the hire.

Six-Person Advisor Team Joins UBS Private Wealth Management

In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.

Long-established central London law firm promotes within Private Wealth department

The appointments are effective from 1 June 2021 and demonstrate the firm’s strong commitment to growth and developing internal talent.

Charles Stanley appoints former Brown Shipley boss head of investment

Charles Stanley has promoted recent recruit and former Brown Shipley chief executive Ian Sackfield as managing director of investment management services.

Investec hires senior investment director from Julius Baer

Michelle White joins the firm from Julius Baer, where she was an executive director in London for three years specialising in providing services to US clients.

Executive Moves