Managers of Wealth

Brooks Macdonald International appoints CEO

Shepherd is one of the Group’s most experienced leaders with 17 years’ service at Brooks Macdonald.

Top Banker Leaves UBS Europe

Rupf Bee will assume a new role at Allianz Global Investors (AGI) as head of Europe, Middle East and Africa, in charge of the distribution in that region.

Credit Suisse AM boosts fixed income team with new PM

Fyfer has been in his current role since 2007 and previously worked as a senior credit analyst at M&G Investments in London.

Vontobel WM welcomes UBS veteran as new market head

Annabelle Bryde joins Vontobel and assumes regional market responsibility for the US, UK, and Scandinavia.

BOK Financial adds new wealth management capabilities with key hires

The key additions continue the growth initiatives in the organization’s agency structured products, pass-through and asset-backed securities.

$200m Banco do Brasil banker joins Rio wealth firm

Martire worked for about 20 years at the bank, spending the last 10 years within its private client segment, Valadares said.

JPMorgan to cut hundreds of jobs in asset, wealth unit

"We continue to invest in our business and talent, including hiring top advisers in key markets and expanding our product and service offering."

Rahn+Bodmer Shuffles Management

There are a lot of ongoing processes that need to be brought into line with digitization, for example mobile applications, investment advice, or payments.

7IM appoints new CEO from Barclays as Tom Sheridan steps down

Retires after 17 years

La Roche Partners Exit Vontobel

The mass exodus seems sudden

Prominent Trusts And Estates Lawyer Joins Jenner & Block's Private Wealth Practice

We are pleased to add a professional of Julie's caliber and experience to our team.

Sanlam advice chief exits

In the summer of 2017, Buckinghamshire-based ErgoWealth was the first financial planning business to join the advice partnership launched by Sanlam.

Fiduchi appoints new board member

Heidi Thompson strengthens the senior team.

UBS makes new senior promotions in Asia

Marina Lui and Raymond Ang are among the beneficiaries of organisational changes at the Switzerland-based wealth manager.

Vistra Further Strengthens Its In-house Compliance Expertise

He has served as an executive board director for four trust companies since 2000

Schroders appoints new multi-manager head as predecessor named CIO

Joe Le Jehan, who joined the team in 2008, will become co-manager across the fund range alongside McDonald.

ZGKB elects new member to bank council

Luther’s election is subject to approval from the Cantonal Council.

Ex-Pictet AM PMs resurface at Natixis

Frédéric Dupraz had also left the Geneva asset manager to join Natixis.

RLAM continues to build out wholesale team with JPMAM hire

Intermediary sales time has more than doubled since Phil Reid took the helm

Wealth Management Alliance strengthens position further with appointment of industry veteran

Elizabeth Hart appointed Managing Director at Wealth Management Alliance in Singapore.

Executive Moves