Managers of Wealth

Atria Wealth Solutions Expands Management Team

Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

JP Morgan AM appoints co-head of asset management solutions

JPMAM had assets under management of US$1.7 trillion (€1.5 trillion) as of March 31, 2018.

Wilmington Trust boosts Los Angeles office

Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors

First Republic gatekeeper exits for Vontobel

Jon Cusa has joined New York-based Vontobel Asset Management, Inc.

Aiva investment specialist joins offshore fund distributor

Iglesias joined June 18 as Unicorn's regional director for Uruguay, he confirmed to Citywire Americas.

Woodford slams Stobart board after bust-up

He also fired a broadside at the board for obstructing responsible shareholder behaviour.

Morgan Stanley loses $175M advisor to Stifel

Morgan Stanley left the protocol in November, making it harder for advisors to exit the New York City-based wealth management firm with their respective clients in tow.

European Wealth Appoints Jonathan Freeman As Non-Executive Director

Shares in the investment management company were trading down 3.2% at 15.01 pence.

RBC executive behind bank's fight against high-frequency trading to depart

Greg Mills exits as RBC Capital Markets is in the midst of a reorganization following the promotion of Derek Neldner to head global investment banking

Allianz Global Investors boosts Multi Asset team

Counsell joins from Aviva Investors where he was lead fund manager across a range of multi-asset funds, taking ultimate responsibility for asset allocation positioning and performance for these funds.

BNY Mellon Appoints Greater China Wealth Head

In this role, she held various senior positions in strategy, business management and client sales.

CGWM appoints duo of investment directors

Caetano re-joining firm

Citi Private Bank Expands Capital Markets Team

Citi Private Bank is one of the world’s fastest growing private banks; dedicated to serving worldly and wealthy individuals and families, providing customized private banking across borders.

BNY Mellon Wealth Management Names Chuck Long As A Regional President Of Los Angeles

Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.

Ashburton appoints international MD

Wilshin had served as director in the company’s Jersey-based international division since 2016 after joining the business in 2014.

DBS Appoints Jim as Hiring Officer

The virtual recruiter is powered by artificial intelligence and over time learns to make better assessments in screening candidates.

Pictet wealth management CEO Gellerstad to step down

The bank said Gellerstad’s move had nothing to do with the arrival of Boris Collardi

Broadridge to join S&P 500

Fintech specialist Broadridge Financial Solutions is to be added to the S&P 500 Index at the opening of trading on Monday 18 June 2018.

Head of fund selection exits Geneva private bank

He had worked his way up from apprentice to middle officer securities lending, eventually leaving in May 2010.

Six hires for wealth management firm as assets under management reach £800m

Managing partner Gaynor Rigby said: “The latest members of the Equilibrium family have already made a great impression

Executive Moves