Managers of Wealth

Kleinwort Hambros strengthens uk regional presence with senior appointments

Leigh previously headed up the Private Banking and Discretionary Fund Management team at Kleinwort Hambros.

Schroders’ Rose retires after blooming long stretch in Japan

Nathan Gibbs, the former Schroder Japan Alpha Plus fund manager who is now the group’s investment director of Japanese equities, will provide support for Taketsume, the company said.

Tilney nabs from Smith & Williamson for investment director

Midlands presence continues to expand following Index Wealth Management deal

Quilter director Porteous leaves after just 1 year

John [Porteous] joined in 2017 to focus on customer experience and services across Quilter’s end-to-end wealth management solutions.

Rockefeller hires ex-Goldman family office head for top role

“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”

Sella hires FinecoBank veteran as head of private banking

He takes charge of a department responsible for coordinating the Group's wealth management business activities, focused on the management and administration of assets as well as in the dedicated structure of Banca Sella.

Merrill Divisional Head Vince Fertitta Steps Aside

Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.

Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm

Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.

Weatherbys Private Bank gears up for growth in Scotland

The bank is moving into offices on Rutland Square that offer double the space of its previous base on the same capital street.

Deutsche Bank hires private banker to Northern Italy region

Deutsche Bank private banking division gathers a team in Italy of nearly 150 professionals, in charge of over €8m in assets under management.

Pictet Shuffles Partner Ranks

The institutional arm makes for nearly half of Pictet's 496 billion Swiss francs ($496.1 billion) in overall assets, with the rest from traditional wealth management.

Bob Diamond steps down as chair of African banking group Atlas

Investment vehicle founded by former Barclays chief undertakes strategic review

Franco-German finance firm nabs team of private bankers off German rival

Pfister said he plans to double the number of private bankers in the coming two years, including in Geneva

Foreign Banks Name New Head

Henckel is a Swiss finance veteran who was CEO of Switzerland's stock exchange from 2001 until 2008.

Citigroup Names Swiss Head

In that role, Citi said she is responsible for double-digit revenue growth since 2015.

Bryn Mawr Trust appoints Director of Institutional Wealth Management

In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.

$1B team defection from Wells Fargo is big win for indie firm

A Wells Fargo spokeswoman declined to comment on the team's departure.

One of UBS' top fixed-income executives in the US has left the firm and is investing in marijuana and opening up gyms instead

Swasbrook joined UBS in 2015 from Deutsche Bank

Froriep Poaches at Baker McKenzie

We are pleased to welcome Dr. Hubert Orso Gilliéron, who will be joining our law firm as a partner from 1 February 2019.

Wealth manager appoints new CEO and board member

With six years’ experience as a director of the 31-year-old Leeds-based firm

Executive Moves