Managers of Wealth

Templeton wealth boutique hires BNY WM int’l director

Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.

Lazard names Shen Tan as managing director in Hong Kong

Mr. Tan was a managing director at US-based financial services giant Capital Group in Hong Kong for ten months before joining Lazard AM.

Close Brothers appoints Group Finance Director

He brings deep knowledge of the Group and its markets, and his appointment ensures strong continuity in the Group's leadership team.

Canaccord Genuity Strengthens UK & Europe Capital Markets Team

Most recently, she was an Executive Director and Head of Research at Stockdale Securities and previously she was Head of UK Mid-Market Research at RBS Global Banking & Markets.

Maitland appoints senior relationship manager

Based in London, he will report to Patric Foley-Brickley, Head of Business Development & Client Management - Europe.

$150M Wells Fargo Team Joins Snowden Lane Partners

They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.

Citi Private Bank’s Law Firm Group Adds Industry Veteran to Senior Leadership Team

Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.

EFG Poaches for Hong Kong Role

The acquisition mushroomed in complexity and risk when BSI was ensnared in the 1MDB scandal and shut down in Singapore mid-way through the deal.

Senior Julius Baer LatAm execs joins rival Swiss PB

Feuz has been slated to be the executive chairman of the firm's Bahamanian business, according to the statement.

LPL’s Bill Morrissey to step down as firm taps replacement from UBS

He recently led the firm’s retention efforts after its acquisition of National Planning Holdings.

This NFL star turned Wharton MBA grad landed a big job at Goldman Sachs

In May, Tuck graduated from The Wharton School at the University of Pennsylvania, ranked by Forbes as the No. 1 business school in the country, with a Master of Business Administration in management.

UBS Robo-Banker Joins Rival

Steinmeier has joined LPL, a brokerage that stands in direct competition to UBS in U.S. wealth management

Swisspartners appoints new director as founder exits

According to a press release, Schuler joined Swisspartners group four years ago, and has successfully helped to expand the business.

Konrad Hummler Is Back in Banking

Now 65, the Swiss banker-elder statesman is back on the scene as chairman of Zurich's Private Client Bank, or PCB, according to the company's website.

Silicon Valley Bank Appoints Yvette Butler as Head of Private Bank

Butler has more than 25 years of experience in financial services.

Sasfin Wealth appoints Jonathan Sieff as Senior Portfolio Manager

Sieff joins from Ashburton Investments, where he held the position of Senior Portfolio Manager.

Stonehage Fleming hires TMI partner as wealth director

I am very pleased to welcome Matthew to the wealth planning team

Brooks Macdonald revs up planning arm with ex-Towry hire

Brooks Macdonald is one of a number of wealth managers developing its financial planning capabilities

Fitzpatricks Private Wealth announces new CEO

Woodley would now oversee advice across Fitzpatricks Financial Group, with a strategic focus on mentoring and coaching advisers.

Falcon PB CFO reveals why he left Banque Cramer

Ultimately, Maccio said he saw his situation as not being 'sustainable in the longer term'.

Executive Moves