Managers of Wealth

Bank Vontobel appoints COO after predecessor exits

Andreas Heinrichs succeeds Bernhard Heye, the former CEO of Bank Vontobel Europe AG

Succession planning initiated for the Head Client Business

In order to ensure a smooth transition at the top of VP Bank's client-facing units, Christoph Mauchle will continue to hold his function until the succession arrangements have been completed.

GAM appoints Greg Clerkson as head of discretionary investment

He will be responsible for leading business management for discretionary teams across fixed income, equity and real estate debt.

Pictet’s A-rated Asia ex-Japan head to co-lead EM equity team in PM reshuffle

A spokesperson for the firm confirmed the changes

Additiv Hires Credit Suisse Veteran

At Switzerland's second-largest bank, she made herself a name as a digital banking expert.

GCW Global Customised Wealth Announces Two New Partners

London-Based Wealth Management Firm Continues Expansion with Two Senior Management Hires

Merrill Shakes Up Managers in Private Wealth and New York City Complex

Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively

CS investment solutions head leaves for fintech

This move was more than just swapping sides, going from buyer to vendor.

Rathbones boss resurfaces at Openwork

Philip Howell stepped down as CEO of the FTSE 250 company in May 2019

Merrill promotes executives in private wealth unit — but loses one longtime manager

Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.

Lombard Odier multi-asset chief and UBS impact head join Zeltner’s group

Meanwhile, Carolina Moura-Alves was head of asset allocation

Canaccord Genuity creates northern regional head as it eyes expansion

In the newly-created role, Cohen will oversee compliance, the investment process, business development and reporting.

Sanctuary Wealth adds $250m Merrill breakaway in Houston

Former Senior Resident Director at Merrill Lynch moves his experienced team of planning and investment professionals for launch of independent wealth management firm.

German PB appoints Switzerland head

He will be in charge of developing the business for German institutional and private clients.

UBS global fund selection head steps down to join AM division

He will report to Suni Harford, president of UBS Asset Management, and be a member of the division's executive committee.

Smith & Williamson strengthens Employment Tax and Incentives team

The appointments of David and John reflect our continuing commitment to identify and attract the brightest talent in our industry” said Andrew Wilkes, Head of Business Tax Services at Smith & Williamson.

Citi Private Bank Names Global Market Manager

A spokesperson for the bank declined to comment on the appointment.

CaixaBank expands private banking team in Madrid

At the Spanish bank, she started working as a financial adviser with a commercial angle, coming to be latter private banking director.

UBS Asia Veteran Has Left the Bank

Buehlmann has already been replaced by Raymond Yin

Credit Suisse AM creates new thematic PE team

Clients are increasingly seeking to invest in illiquid assets that deliver consistent returns not correlated with the public markets.'

Executive Moves