Managers of Wealth

WM appoints five partners

With their focus on serving the interests of clients and their great personal commitment as advisors and entrepreneurs, they have been able to build up a portfolio of loyal clients in recent years.

Barnett Waddingham makes senior hire for advisory arm

He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.

Kleinwort Hambros appoints new investment boss

Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.

AMP explores options to spin off businesses

Credit Suisse, Goldman Sachs and King & Wood Mallesons have been appointed as advisers to manage the review.

BNY Mellon appoints head of new Taiwan office

She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments

Tilney Smith & Williamson appoints first chief commercial director

John Bunch joins newly merged firm

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.

BNY Mellon Wealth Management names Senior Client Strategist

With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.

Former Pershing Executive Joins Pathstone Board

Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.

$1.2B UBS Team Jumps to Raymond James

Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.

J.P. Morgan Hires Wealth Management National Branch Business leader

U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years

CEO Exits Private Bank Amid Dissolution

Matteo Maccio, Falcon's finance chief of two years who had largely managed the mergers-and-acquisitions process as well as the wind-down disclosed in April, will take over from Keller as CEO.

Former Morgan Stanley gatekeeper joins Citi Private Bank

He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.

BIL Suisse appoints boosts senior team

Rémy Savoya was appointed head of corporate and institutional banking with effect from 1 September.

BNY Mellon appoints Head of Germany, Switzerland, Austria and the CEE

BNY Mellon has appointed Björn Storim as Head of Germany, Switzerland, Austria and Central & Eastern Europe (the CEE), effective immediately.

Northern Trust expands front office solutions with two strategic hires

Cannell came to Northern Trust from SS&C where she worked in business development and key account management.

Standard Life Aberdeen new CEO takes up the role

Most recently, Stephen served as CEO of Global Consumer Banking at Citigroup, a role he held since 2015, retiring in November last year.

Ex Sesame CEO joins Succession as chairman

In his new role he will support Succession in its next stage of growth and the delivery of its strategic plans.

Beaufort Financial poach new North Wales director from Sanlam

He will take responsibility for the day-to-day running of the business, whilst working closely with co-founder and senior partner, Gaynor Lyth, to shape the future development of the firm.

Van Lanschot Kempen appoints Erik van Houwelingen to Executive Board

We are very pleased to have somebody of his caliber joining our team.

Executive Moves