Managers of Wealth

$1bn JP Morgan team joins Cresset Wealth

The hires, which all have 20 or more years of experience in the wealth management industry

Zurich WM founder exits to set up multi-family office

‘We are currently four people and we are planning on growing in terms of both team and clients.’

Carey Olsen makes senior hire in London

Practising Jersey law from Carey Olsen's London office, her appointment further strengthens the firm's Jersey funds offering.

Equilibrium brings in seven new recruits

It comes after Equilibrium last month launched a dedicated recruitment website designed to attract, train and retain new talent as it pursues its ambitious targets.

Invesco expands US offshore team

Invesco's US offshore unit is now part of its EMEA retail distribution unit with Baughan reporting to Íñigo Escudero, head of distribution for Iberia and LatAM at Invesco.

Quilter Cheviot makes a further three hires

The investment management firm has now welcomed 11 new investment managers to the business since the start of the year, across eight of its 12 offices.

EdRAM expands AM team and appoints global CIO

Melman joined the Edmond de Rothschild Group in 2006 as head of Allocation, Structured and Quantitative Investments.

Raymond James hires three wirehouse veterans with $487M

Raymond James’ newest hires are industry veterans. Advisor Bill Miller has 25 years of industry experience, including stints at UBS and Prudential, according to FINRA BrokerCheck records.

Goldman Sachs to hire 200 advisers to bolster wealth business

It is not clear if the hiring push will focus solely on clients in the US or Latin America or have a more global reach.

Rothschild AM overhauls investment coverage as Melman appointed CIO

Alain Krief joins from Oddo Asset Management to lead fixed income

UBS Loses FAs Collectively Managing $365 Million

In addition, a veteran financial advisor has left UBS for Raymond James, according to Raymond James.

Citigroup names Ida Liu head of North America private bank- memo

The Private Bank’s assets are heavily concentrated in Asia

Broadridge recruits BNY Mellon’s former asset servicing chief

“Samir will help us continue to expand our international reach in support of our goal to provide industry solutions for critical but non-differentiating solutions to financial services companies around the world.”

Raymond James recruits Gitkin as MD

Raymond James has appointed Andrew Gitkin as managing director and co-head of the firm’s healthcare investment banking practice. Previously, he worked at Piper Jaffray where he led the West Coast biotech investment banking practice.

EFG International appoints deputy head of Asia Pacific Region

In her new role, Angela Bow will work together with the existing management team

Geneva WM expands in Ticino and Italy with new hire

This hire highlights our wish to develop in Ticino and Italy after opening the Lugano branch in April 2018 under the responsibility of Paolo Anastasi.

Ocorian makes senior hire in Ireland

Commenting on the appointment, our Head of UK & Ireland, Alan Booth said: “Our long term commitment and investment in Ireland is based on key hires, consistently strong client service and introducing new products to the market."

EFG International appoints Angela Bow as new Deputy Head of Asia Pacific Region

To further strengthen its senior management team, EFG International is today announcing the appointment of Angela Bow as the new Deputy Head of Asia Pacific Region, effective 01 June 2019.

Credit Suisse appoints new China CEO

He will further our strategy as a leading global wealth manager with strong investment banking capabilities.

Ocorian appoints new Chairman

A highly experienced and industry recognised figure, Frederik joins Ocorian following a distinguished career having first

Executive Moves