Managers of Wealth

Julius Baer Boosts in Hamburg

Vorderberg was hired as a team head, while Pasternak is an investment specialist.

GAM appoints Charles Naylor as its new Global Head of Corporate Communications and Investor Relations

Charles has led communications teams, with diverse cultures and languages, in highly regulated international organisations across multiple jurisdictions across six continents.

BlackRock hires new ESG head in reshuffle

She will also lead the development of a new climate risk technology.

Deutsche Oppenheim Family Office appoints chairman

He has excellent knowledge and extensive experience in business with wealth customers

Banca Sella appoints business development manager

Kraus brings to Banca Sella experience in the business development field.

Schroder Adveq Strengthens Board

Georg was appointed Schroders Global Head of Private Assets last year and is focused on developing and executing Schroders’ private assets growth strategy on a global scale.

Butterfield Names New Group Head of Trust, Announces Management Appointments

Ms. Pearce will be based in Guernsey.

JM Finn hires former Cazenove wealth planner

The firm's hire spree continues with the appointment of Clare Julian as a chartered wealth planner.

Brooks shakes up senior investment team as co-head exits

Robin Eggar will take full responsibility of the firm's UK investment management arm.

RobecoSAM names new head of sales for Switzerland

She joins from Pimco where she was focusing on business development.

People's United Bank names new wealth management head

Prior to that, he served as CEO of Chase Wealth Management, and before that, in similar senior leadership roles at U.S. Bank and Charles Schwab.

Brooks Macdonald investment co-head exits for IFA

John Wallace had been with the business for 15 years

SANNE strengthen Luxembourg offering with two senior appointments

The appointments follow consistent growth as interest has continued to increase around the attractiveness of doing business in Luxembourg.

Cazenove Capital expands its London Private Client and Charity teams

Wealth Planning Director Chris Hogarth and Wealth Planner Rob Hodgson have joined respectively from UBS

Waverton snares former UK head of UBS Wealth as CEO

Andrew Fleming exited the investment management business last summer

Sound Capital Adds to Its Team

Markus Sola also joined Sound Capital.

Standard Chartered Private Bank appoints new Senior Client Partner

He was also previously a venture capitalist focused on both early stages and pre-IPO start-ups.

HSBC PB’s global CIO quits to take CEO post at wealth group

His appointment coincides with wider succession moves

Santander UK fund investment boss exits

Multi-asset-focused investor leaves Spanish-owned group after leading UK investment department for two years.

Merrill Lynch Taps Veteran as COO

She was a key architect of the “growth grid” the firm rolled out two years ago to incentivize advisors to bring in more new households and sell clients more Bank of America products and services.

Executive Moves