Managers of Wealth

BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "

Geneva wealth manager hunts for senior portfolio manager

They must also be able to understand the markets and use investing and hedging tools.

Zurich wealth manager hires JB EM compliance head

She replaces René Stoll, who will now dedicate more time to the firm’s general strategy.

Schroders boosts LatAm sales team with Brazil hire

Vinicius reinforces the experience of our local team

Coutts hires private office director from LGT Vestra

Brownlee joins from LGT Vestra where he was a Senior Wealth Manager and brings with him 20 years’ experience in the industry.

Hawksmoor appoints new Head of Compliance

Jess de Alwis said: “I am very pleased to be joining Hawksmoor at this exciting time in the company’s development. I look forward to utilising my experience within a firm where providing a high quality service to clients is at the core of its

Pershing Loses 30-Year Vet to Consulting Group

Financial Services consulting firm expands strategic consulting talent

Syz AM chief economist joins group's banking branch

The change is part of the firm’s efforts to link together the different sides of the business.

Avaloq expands London office

Avaloq further expands London office with the appointment of Peter Lamberti as Strategic Sales Director

SocGen Switzerland replaces global transaction banking head

The global transaction banking arm provides corporate clients with services aiming at facilitating business transactions.

New Non-Executive Director announced at Charles Stanley

The Company has also announced the appointment of Anna Troup as an Independent Non-Executive Director.

Co-CEO to retire after 25 years of The Carlyle Group

Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.

Wealth management company makes key hires

They both bring a host of relevant skills and strong experience to their roles

Kestra Financial Nabs Indutry Leader

His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.

Cantonal bank appoints ex-UBS WM to executive board

He will start his new role on 15 September.

Schroders picks global head of real estate

Sophie joins us with a strong track record of building successful private assets businesses

Indonesia HNW Specialist Joins Multi-Family Office

Raffles has made a number of senior hires in recent months as it sets its sights on regional expansion.

BNY Mellon's Pershing Names Emily Schlosser as Chief Operating Officer

Schlosser Tapped for Her Track Record of Driving Major Corporate Transformations in Financial Services

Quilter Investors appoints BlackRock as manager of UK Equity Growth mandate

BlackRock replaces Newton Investment Management Limited, who ran the fund from 2017.

Zug investment firm appoints board members

Ekaterina Schiess previously held roles at financial institutions including UBS, Credit Suisse and HSBC.

Executive Moves