Managers of Wealth

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.

Standard Chartered appoints CEO of GBA

The appointment of the CEO of GBA reflects our long-term commitment in the Greater Bay Area, where financial and economic activity growth is creating greater demand for crossboundary services due to favourable policies.

Cantonal bank names head of corporate and private clients

He has worked there for 22 years, holding roles including financial planner.

Blucora Appoints Karthik Rao to the Board of Directors

Mr. Rao is an accomplished executive who currently serves as the Chief Operating Officer for Nielsen Global Media, a global provider of data, information and technology to the media and advertising industries, a role he has held since February 2020.

Stifel Hires Young Merrill Trio in Texas Producing $3 Million

Stifel, which in February opened a southern Texas office with two career-Merrill advisors, has sourced 23 advisors in the Lone Star State from the wirehouse in the past two years, according to Robert Johnson, firm’s southwest region director.

BNY Mellon Wealth Management Names W. Charles Cook as Senior Wealth Manager in Boston, MA

From 2013 to 2018, he served as Senior Investment Strategist for The Boston Company Asset Management large cap equity team, covering core, value, and dividend strategies.

BNY Mellon Taps Nakia Maddox-Eubanks As Senior Wealth Manager

Previously, she was senior vice president, relationship manager for CIBC Private Wealth Management and assistant portfolio manager with the Sustainability Group of Loring Wolcott & Coolidge.

Ex-UBS Monaco CEO joins Lugano bank as PB head

Peter Conrad was also CEO of Zwei Wealth Experts Italy for nearly three years.

Commonwealth Parliamentary Association trust fund appointment for Guernsey Finance Chairman

He was short-listed after applying having confirmed in October that the CPA had asked for expressions of interest in the role from its 17,000 members.

Paul O’Sullivan to succeed David Gonski as ANZ Chairman

“The banking industry is at an important inflection point as we do all we can to help the economy recover from the impacts of COVID-19 and ANZ will remain committed to that cause,” Mr O’Sullivan said.

UBS hires technology executive from Credit Suisse

Before joining UBS, Emile worked in the International Wealth Management and Asset Management department at Credit Suisse.

Executive Moves