Managers of Wealth

BNY Mellon Appoints Chief Information Officer

She will be responsible for setting the strategic direction and execution of the firm's technology agenda.

Schroders' appoints Biermann to head UK Dynamic Smaller Companies fund

He has run the Schroder European Smaller Companies fund for five of those years.

Leading offshore law firm Strengthens Private Clients & Trusts Team in Guernsey

Alison has extensive experience advising clients in various offshore jurisdictions and joined Appleby after working in Guernsey for the last fourteen years.

Deutsche Asset Management Continues Equities Expansion in the US

Fletcher is based in New York and reports to Sebastian Werner, lead Portfolio Manager for US and Global Growth Equities.

Hampden expands its senior team

He joins Edinburgh-based Hampden as it reports growing demand for its traditional private banking services.

UBS Boosts Fixed Income Team

He commenced his role at UBS Asset Management in June 2017 the Swiss firm said in a media release.

LFA SA, A Swiss SEC-Registered Investment Advisor, Announces New CEO

With over 25 years of experience in the Swiss banking sector, Mr. Marty has been dedicated to working with US clients since 2005.

Merrill Lynch Hires Team of Private Wealth Managers in Chicago

All three worked for nearly 10 years at UBS Private Wealth, where they had moved their practice from Lehman Brothers in 2007.

Industry specialist appointed as associate director at Hawksford

Hawksford is an international corporate, private client and funds business.

JTC Fund Services Strengthens European Proposition with Guernsey Manco Launch

The move significantly bolsters JTC’s pan-European fund services capabilities

Schroders expands Multi-asset team in Asia

Jason joins Schroders in June 2017, reporting to Garth Taljard, Head of Multi-asset Management.

Umpqua Bank hires head of wealth management division

The role was once held by Kelly Johnson, an executive who left the bank in July 2014

Ardevora restructure sees AA-rated manager and Garland exit

His responsibilities have been absorbed by the wider team.

Goldman Sachs Team With $1 Billion in Assets Goes Independent

DG Wealth Partners will focus its services on entrepreneurs, C-suite executives and families with complex financial portfolios.

Bank of Singapore takes on BNP Paribas MD as hiring drive continues

He now leads a team at BoS covering non-resident Indians and manages a book of his own NRI clients, says a private banking headhunter who has knowledge of the move and who asked not to be named.

Rowan Dartington hires from UBS Wealth

His appointment follows the recent hire of Bryan Parkinson in Leeds to oversee the company’s investment directors in the north.

Wealth management platform adds executive

It auto-categorises transactions and provides reporting so that the user knows where every cent of their money is any given time.

Gresham House hires ex-Amundi director as head of distribution

I am excited to join Gresham House

Genel loses second co-founder as Rothschild steps down

New Chairman Stephen Whyte will take the helm on Tuesday from Hayward when the company holds its annual meeting.

Morgan Stanley Reshuffles Wealth Management Execs

The brokerage is doing away with the divisional level as a way of “flattening the organization” and giving more power to regional directors and local managers, according to the memo sent out to Morgan Stanley advisors by wealth management head

Executive Moves