Managers of Wealth

Pictet reshuffles LatAm WM leadership

In turn, Ernesto Rolon Jimenez, who had been working at Pictet and is also based in Geneva, took over Bouchet’s previous role as head of the Southern Cone.

Carrick Wealth Botswana appoints head of wealth management

Carrick Chief Executive Officer Craig Featherby said that when he launched Carrick, one of the foundations of the business was to employ the best people they could find.

Digital Wealth Management Firm Personal Capital Names First GC

"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.

Cazenove hires manager of investment research from Stonehage Fleming

Spent ten years at Stonehage Fleming

Webber steps down as BDA CEO

Scope said both the Board and BDA employees will work together closely to facilitate a smooth changeover to new leadership.

Hargreave Hale announces senior appointment

Amongst many industry awards he was named Citywire Fund Manager of the year in 2002

Hampden & Co unveils key hire and new office

The bank said it was seeing a wide range of high net worth individuals coming on board, while the firm would work with other advisers to some clients as part of a broader team.

Richemont announces two senior appointments

A graduate from the HEC business school (France)

End of an era as Stephen Koseff lets go of the reins of Investec

In reflecting on the past 38 years, Koseff allowed "25 minutes of history".

Appointment adds to Carey Olsen Bermuda's trust and private wealth practice

Her appointment also reflects the continued rapid growth of Carey Olsen Bermuda generally and the increasing volume of instructions we are seeing.

Geneva-based asset manager hires CIO from LFDE

The team has a total of €8.5 billion in assets under management, investing in both equity and fixed income markets.

Schroders LatAm senior sales manager to join BlackRock

At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.

Kestra Private Wealth recruits experienced breakaway team

The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.

Veteran LatAm advisor joins European private bank

He moved to Chile in 2013 to join the local Credit Suisse operation as a private banker serving high net worth clients.

Zurich boutique hires new COO and head of private clients

‘We are convinced that both will support us on Belvoir Capital’s further path to becoming a modern and innovative asset manager.’

Sanlam UK expands portfolio management team

Daniel has more than 17 years’ experience in the wealth management industry.

Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts

Boeding’s Epiq Capital will cater to ultra-wealthy clientele

Wells Fargo Advisors Loses More FAs to Raymond James

"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"

Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer

Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.

Wealth firm appoints ex-PwC managing partner to board

'Stuart was my boss and mentor when I was at PWC, and he really is a master in professional services,' Priday said.

Executive Moves