Managers of Wealth

Smith & Williamson appoints new charities head

He will be tasked with raising the firm’s profile as a charity investment manager in the UK

$3M team quits Merrill Lynch for Raymond James

The group operates as Affinity Wealth Partners and made the move in November, according to FINRA BrokerCheck records.

BNY Mellon Wealth Management Names Regional MD in Denver, Colorado

He holds a Bachelor of Science in Accounting from the University of San Diego in California.

Fiduciary Trust Elevates Kevin Duncan to Director of Estate Administration

Helping clients with estate administration has always been one of Fiduciary Trust's strengths

Franckline Casimir-Benoit Joins American Bankers Association’s CTFA Advisory Board

She is committed to not only helping our clients reach their goals, but also passing on what she has learned.

Liechtenstein adviser appoints new board member

The firm was founded in 1985 as an independent asset manager focused on private and institutional clients.

Curtain Rises for Julius Baer Chairman

Sauter rose on the coattails of former U.S. fugitive Marc Rich at commodity giant Glencore

Former Rathbones boss leaves Pimfa board

Lord Deben, who was formerly chair of Apfa, has been appointed Pimfa chair

Merrill loses $262M firm to Raymond James over Broker Protocol concer

Last month both of Merrill's two main competitors, Morgan Stanley and UBS, exited the protocol, which allows advisors to move with relative ease between competitors.

Morgan Stanley Broker Leaves Without Triggering Litigation

The fact that she left the firm after it withdrew from the Protocol for Broker Recruiting on November 3, however, makes her the first known advisor to depart without having triggered a courthouse request by Morgan Stanley to impose a temporary restraining

Raymond James recruiting push accelerates with latest grab from key rival

“I was attracted to the very strong Raymond James philosophy of advisors being the firm’s clients,”

Sentinel Trust Announces Senior Officer Promotions

"On behalf of the Sentinel Trust Board, we are pleased to welcome Walter and look forward to leveraging his 30 years of investment experience for our clients, "

Fund manager appointed to Rolls-Royce IR role after Dawson departs to set up agency

Engine maker Rolls-Royce has hired fund manager Jennifer Ramsey to the role of head of investor relations, after John Dawson's departure

Alphabet's Eric Schmidt to step down, focus on philanthropy

He implied that the company was in a good place

Changing of Guard at Avaloq

Avaloq will build on this business model that provides long-term predictable revenues and will continue to consequently drive the extension of its network of service centres.

UBS Promotes Real Estate Expert

He will report to Thomas Wels.

SYZ entrusts its advisory service to Yasmina Barin

She holds a Master’s in International Relations from the Graduate Institute of International Studies.

Schroders Strengthens Institutional Sales

She will be responsible for the sales strategy in Switzerland and the existing business.

European Wealth loses senior executive

His departure comes soon after group CEO John Morton stepped down in September following a leave of absence.

Rothschild Poaches China Banker

She is to use her 20-plus year experience to advise clients on financial and strategic transactions.

Executive Moves