Managers of Wealth

Pinnacle Adds 10 Revenue Producers in the Carolinas and Virginia During 1Q 2018

New advisors include commercial bankers, wealth managers and others

Northern Trust Announces Leadership Appointments in Global Family Office & Investment Practice Group

Belinda Aspinall has been named head of GFO for the region

‘Not enough time for customers’: Ex-UBS adviser joins Zurich-based IAM

Sound Capital does not have its own products, so we can look at what suits the client and offer 'best in class’.

State Street Global Advisors appoints Ellen Tsang as Asia marketing head

“We are pleased to have Ellen joining our Hong Kong office,” said Wong.

Lazard Asset Management appoints Managing Director

Gibson spent 20 years as an investment professional with hedge fund DE Shaw & Co in New York, London and Mumbai.

Julius Baer CEO to lead bank for years - chairman

Bernhard Hodler, however, was appointed by the board of directors to guide the destiny of Julius Baer in the years ahead,” Sauter said in remarks prepared for the bank’s annual meeting.

UBS Asset Management appoints Head of Infrastructure, Americas

He will leverage his expertise to drive the expansion of REPM's infrastructure investment activity in the Americas, through its global platform of funds and mandates. He will be based in New York and report to Tommaso Albanese, Head of Infrastructure

Carey Olsen Bermuda develops corporate team with partner hire

She is recognised as an expert in her field by both Chambers and Legal 500 with market sources recognising her considerable experience in securities and insurance work.

Danske WM chief exits amid wider changes

In the shake-up, Danske WM's current CFO, Jacob Aarup-Andersen, will take over as head of the wealth management.

Bernstein Appoints James Head Of Diverse Markets Strategy

The firm's first-ever role dedicated to diversity & inclusion engagement

Why This Multibillion-dollar Advisor Team Left UBS

The team’s departure from UBS was anything but amicable. Phil Fiore founded Procyon in early 2017 and was joined by the other ex-UBS advisors in early June.

GAM Holding AG hires Rachel Wheeler as group general counsel

She started her career as a solicitor in corporate and financial services law at Simmons & Simmons.

Falcon 1MBD Recovery Hits Snag

A spokesman for the bank confirmed the exit of Zgraggen, Studach, Sauter and Schulthess, who have a combined 32 years with the Zurich-based bank.

Brown Advisory appoints Head of International Strategic Advisory

Our Strategic Advisory team works closely with clients and their professional advisers to provide guidance and oversight and to ensure that the investment portfolios that we manage fit seamlessly into their broader wealth strategy.

Deutsche Bank's new CEO plans investment banking review

Sewing was named as chief executive late on Sunday

Stonehage Fleming Continues its Expansion in Jersey

With nearly 30 years industry experience, Rudi joins Stonehage Fleming from FNB International Trustees Ltd

UBS Poaches for Fund Unit

UBS wants to expand Fondcenter, an asset management push to sell funds to other institutions, in Singapore and Hong Kong.

UBS Private Bank Headhunter Exits

The unexpected move has sparked a top-level reshuffle, and follows the exit in December of long-standing UBS private bank head Juerg Zeltner.

Charles Stanley poaches Tilney trio

Charles Stanley has nabbed three people from Tilney in a bid to boost its presence in Scotland.

AJ Bell adds veteran lawyer to board ahead of IPO

AJ Bell has appointed a seasoned lawyer to its board ahead of its planned listing on the London Stock Exchange.

Executive Moves