Managers of Wealth

Geneva WM welcomes new CIO

He will specialise in the management and servicing of private clients.

HP Wealth Management Hires Former UBS Banker in Singapore

He will further strengthen our investment capabilities, with a particular focus on the family office segment,» founder and CEO Urs Brutsch said.

CLI names new finance chief

He was awarded as one of the top 10 outstanding students of the Philippines.

Muzinich formally launches Geneva office

He will work as director of marketing and client relations.

Wealth manager bolsters Bournemouth office with Brewin hire

Bournemouth office now has 40 members of staff.

Rockefeller Global Family Office boosts team

“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”

Deutsche Bank Continues Wealth Management Expansion

We continue to hire top industry talent as we grow our presence in key markets in the Americas.

BMO appoints Global Head of rebranded UHNW division

Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement.

Bank of Montreal hires wealth management veteran

A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a

$10bn broker-dealer launches Miami offshore business, hires Citi vet

The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.

Former UBS director joins LGT Vestra as partner

A former senior UBS and Lloyds private banker has joined LGT Vestra as a partner

ALFI appoints new Chair

She is a regular speaker at industry events and has been actively participating in conferences and roadshows that ALFI is organising in Luxembourg and across the globe.

Brown Shipley manager resigns after fund shutdown

Robert Van Kleeck has resigned as manager of the firm's sterling bond fund after the mandate was closed to new investors in anticipation of 'large redemptions'

Marlborough hires Russell wealth boss to head development

The Marlborough Group has appointed Nick French from Russell Investments where he was managing director and head of UK wealth management.

Promotions in Ogier's private wealth and corporate teams

Her previous experience at City firms means that she understands both the onshore and offshore elements of the transactions

TwinFocus appoints director of Wealth Planning

He will draw from this experience to help advance the firm's modern approach to integrating all facets of wealth management solutions

J.P. Morgan Asset Management CEO to retire

A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.

Kathryn Collings Joins Focus Partner Firm The Colony Group

Collings has joined Colony as a Senior Wealth Advisor

Credit Suisse Poaches UBS Ultra-Rich Team

The super-rich segment is key to both Credit Suisse and UBS' wealth management efforts.

Schroders strengthens UK institutional team

She will focus on working in partnership with Schroders' institutional clients

Executive Moves