Managers of Wealth

Wealth Management Team Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Vaduz boutique appoints ‘bridge to Asia’ board member

The firm launched a Sicav property fund last year.

Circular economy PM leaves RobecoSAM for Credit Suisse

Fund manager handed reigns for environmental strategy at Swiss group.

Senior wealth appointments take responsibility for HSBC in Europe and islands

The appointments mark a significant growth period for HSBC in the islands, particularly in respect of the Jersey office becoming the Bank’s new global wealth hub.

Ashurst Luxembourg continues strong growth with investment funds hire

Arnaud's appointment demonstrates our continued commitment to the growth of our practice here in Luxembourg.

Morrissey quits St James’s Place board after a year to chair AJ Bell

Helena Morrissey is leaving St James’s Place (SJP) after just 14 months on the advice giant’s board.

Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los Angeles

They moved along with portfolio manager Ben Helvey.

$1.1 billion Financial Advisor team joins UBS in Houston, Texas

Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.

Jens Weidmann re-elected as Chair of the BIS Board of Directors

The Board is responsible for determining the strategic and policy direction of the BIS

Mirabaud names new co-head of convertible bonds

Swiss group announces internal promotions within fixed income department.

Brewin Dolphin hires S&W director for 1762 arm

Jenny Quan will join the 1762 team, serving ultra-high-net-worth clients as an investment manager.

Greaves West & Ayre Makes Senior Appointment Following Centenary Celebration

He will be looking to bring his considerable experience to bear as the wealth division seeks to build out its thriving investment proposition.

Boston Private Loses Two Advisors

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

Orion's Chief Marketing Officer Departs Firm

After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors.

Quilter appoints independent non-executive director

Tazim is a graduate of Durham university

James Hambro & Partners taps Aberdeen again for Leeds wealth hire

He will join the office launched one year ago as the business continues its northern expansion.

Stonehage Fleming Announces Series of New Appointments in Jersey

The new appointments join an office of over 100 people

BNP Paribas Wealth Management strengthens its position in the Entrepreneurs and Families segment in the Netherlands

These new appointments are part of our business development plan to serve European Entrepreneurs by supporting their international growth and meeting their needs for financing or investment.

Withers appoints Joel Shen as Partner as part of Withers tech Asia expansion

Joel’s promotion is a testament to the fast-growing technology investments between Indonesia, Singapore and the broader Southeast Asia region and the growth of our practice in Asia.”

Contemi Solutions Appoints Executive Board

The Executive Board is an important step in developing Contemi into a leader in IT solutions for financial services companies in Asia/APAC and Europe.

Executive Moves