Managers of Wealth

Raymond James hauls in 9 wirehouse advisors with $825M

The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.

Wells Nabs Two UBS Teams Producing $11 Million

The Freeman team, which includes at least four client service and wealth management associates, are reuniting with Greg Spears, a former UBS advisor who left to become Wells Fargo Advisors’ Kansas market manager in 2015.

ZKB Poaches Veteran Credit Suisse Banker

ZKB Seeks New Private Banking Head

Smith & Williamson Announces 22 Partner and Director Promotions

The combined group will be known as Tilney Smith & Williamson upon completion and will be the UK’s leading integrated wealth management and professional services business.

Cantonal bank hires Credit Suisse veteran as PB head

She previously also worked at Credit Suisse for over 17 years in a variety of roles including head of products and investment services.

SYZ Group strengthens board by appointing an innovative Wealth Management leader with a strong digital pedigree

In her role, Marlene Nørgaard Carolus will contribute to the business strategy as the Swiss banking boutique embarks on its next phase of growth, following a transformative year.

Santander PB Brazil boss bolts to XP to launch UHNW team

‘XP’s Private project is at its best moment in history.

Tareno appoints new CEO and chairman

The current Board members Oscar Battegay and Thomas Bucher were re-elected.

Deutsche Bank names Roberto Parazzini as new Italy head

Deutsche Bank said it had also appointed Serdar Oezkan as chief financial officer for Italy, replacing Carmine Di Martino, who will leave the bank.

Premier Miton hires Merian fixed income trio after Jupiter shake-up

Lloyd Harris will become head of fixed income at Premier Miton as the group eyes up new fund launches.

U.S. Bank Names New Head of Private Wealth

Veteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.

Hightower names Chief Investment Strategist and Portfolio Manager

Prior to joining Nuveen, Link spent six years as Chief Investment Officer at The Street and was co-portfolio manager of Jim Cramer’s Charitable Trust.

Boodle Hatfield adds partner to private client team

Bennett is also qualified as a chartered tax adviser and is a member of the Chartered Institute of Taxation.

SANNE appoints new Business Development Director in Luxembourg

He has considerable experience in international M&A and senior leadership roles, including three years as CEO in the financial services industry.

SocGen names global markets sales head for Switzerland

Enrico Vietti’s extensive experience in financial markets and international clients across regions will be key to pursue the development of the Swiss franchise.

CBA loses private banking head

Investor Daily understands that the move is intended to create better support for the bank’s private clients, whose needs are predominantly focused on home buying and deposits as well as financial advice.

Avaloq hires in Asia to strengthen its regional footprint

Pascal Wengi joins from Crealogix

Adviser firm expands to Geneva and hires new partners

He is supported by new hires Catherine Martin Mathy and Caroline Bennet-Akkaya, both of whom are partners and joined the firm in June.

European equity chief to leave Syz AM

Clements was a key appointment for Syz Asset Management in 2014, when he was hired from Franklin Templeton to succeed Eric Bendahan

Rothschild & Co Hires Managing Director in North America

He will report to Lee LeBrun

Executive Moves