Managers of Wealth

Bernstein Private Wealth Management appoints MD in New York

This is an opportune time to be joining Bernstein’s New York leadership team as we further our engagement with families on all aspects of their financial health and well-being.

Top UK bank lobbyist resigns after derogatory comments emerge in Barclays trial

Stephen Jones made remarks about financier Amanda Staveley, who has brought a case against his former employer

Schroder Adveq appoints Head of Secondaries

Christiaan will be joining Schroder Adveq from Unigestion, where he was Co-Head of Secondaries and instrumental in building their secondaries platform.

Deutsche Bank WM hires from UBS for co-head of emerging Europe role

New hire was most recently in charge of UHNW emerging markets and global family office teams at UBS.

Jupiter raids Columbia Threadneedle again for third European hire

Jupiter Asset Management has made its third hire from Columbia Threadneedle’s European equity team in a year, appointing Phil Macartney as a fund manager.

Swiss anti-money laundering head resigns after 10 months

He is currently co-chair of the Financial Action Task Force Trends and Methods Group.

Raymond James director fired after Black Lives Matter row

Husband and wife duo threaten to call cops on resident for his support of the movement

Morgan Stanley Names Mercer Exec to Run Graystone Wealth Unit

He reports to Jim Tracy, a Smith Barney veteran who also runs the firm’s “consulting group” managed account business for institutions.

Mark Ferguson appointed Head of UK Wholesale at Kames Capital

Ferguson has over 20 years’ industry experience.

Schroders promotes Andy Howard to Global Head of Sustainable Investment

He will now oversee the team’s stewardship activities and further drive active ownership across our group.

HSBC to resume massive restructuring plan, cut 35,000 jobs

The bank had previously said the cost cuts would be fully implemented by 2022.

Wells Sweeps Nine Brokers from UBS, Morgan Stanley in Past 10 Days

Both Morgan Stanley and UBS exited the Protocol for Broker Recruiting two years ago, severely limiting customer contact information brokers can bring with them to new employers.

Ex-Brewin Dolphin research head Butcher joins A&J Wealth

Joins as investment committee chair with responsibility for the firm’s client investment proposition.

Raffles Family Office Strengthens Investment Team

Before his career in finance, Tay represented Singapore in badminton.

Ex-UBS Structured Products Head Resurfaces

Triomphe is a seasoned veteran especially with regards to structured products in Asia

Notz Stucki makes three new hires across Switzerland and Italy

One of NOTZ STUCKI's strategic areas of development is the distribution of its investment solutions to institutional clients.

Geneva Association appoints three new Board members

The appointments of Michel Khalaf, Anna Manning and John Neal to the Geneva Association Board of Directors took effect 10 June 2020.

$500M adviser team drops Merrill Lynch for Sanctuary Wealth

Muirwood Wealth Partners marks the second team to transition away from the wirehouse in favor of an independent platform this month

Vontobel: New CFO Joins From UBS

As part of a global process, he was also responsible for the spin-off of Asset Management from the bank in Switzerland.

BNP Paribas hires head of WM for Romandy and new team

He is supported by a new team of three people, including Igor Clainscig, former ultra-high key clients banker at UBS and Deustche Bank.

Executive Moves