Managers of Wealth

AM reshuffles portfolio management team

The company has also announced that a new bond manager will join the team on 1 June 2019.

Soros fund’s new leader upends firm in strategic overhaul

Investment chief Dawn Fitzpatrick’s tenure atop $25bn family office marked by turnover and sweeping change

Industry veteran joins EFG Singapore

Pun is a veteran private banker and has extensive knowledge of the Asian market.

Pimco poaches country head for Switzerland from JPMAM

He was a partner at Bellevue Asset Management and head of International Clients at Julius Baer.

Lord Rothschild steps back from RIT Capital Partners

Rothschild, 82, launched RIT in 1988 and has been instrumental in growing its assets from £280 million to around £3 billion by exploiting his contacts with leading investors around the world.

Yves Stein appointed CEO of Edmond de Rothschild (Europe)

Throughout his career, Yves Stein has actively contributed to the development of internationally renowned private banks.

Amundi adds to global fixed income team

He previously served as an international fixed income trader responsible for trading non-U.S. fixed income securities.

Invesco Deutschland strengthens sales team

He has worked in the investment industry since 2002

Allen & Overy announces 38 counsel promotions

These promotions demonstrate that our expertise is truly global and that we continue to invest in our talent to ensure we remain a leading law firm.

Top UBS Lawyer Exits

She is an UBS group management director, an elite squad of company's top 100 bankers who report directly to top management under CEO Sergio Ermotti.

Natixis' Karen Kharmandarian: «We're Targeting $5 Billion»

The main priority of Thematitics Asset Management is to capture the best investment opportunities for our clients and deliver the best servicing, with transparency around everything we do.

The deal would see the bank remain its top shareholder, but its share of the pie would be diluted.

He held several management positions at Allianz Group, both in Italy and Germany.

Wilmington Trust Nabs Client Advisors from First Citizens Bank and Franklin Templeton

In addition, Thomas Waters joins Wilmington Trust as a senior private client advisor, the company says.

Tilney expands telephone advice team with new hires

Both will join the company’s telephone advice service

Two out, 10 in at Morgan Stanley Wealth Management

Street Talk understands private client adviser Siobhan Blewitt, who was understood to generate $2 million to $3 million in annual commissions, resigned the week before the Easter break.

DFM and wealth manager CEO ‘to stand down’ – report

The restructure was set against a backdrop of political uncertainty over Brexit.

Morgan Stanley Fires Team in Schwab’s Cross Hairs

People answering the advisors’ phones at their Morgan Stanley branches this week confirmed they no longer work with the firm.

J.P. Morgan Names New CFO

“Jennifer Piepszak is an enormously talented executive who has greatly strengthened the world-class Card Services business we have today,” said Jamie Dimon, CEO of the firm.

Ex-Coutts man to lead private bank operation

He has been appointed managing director of the bank's private banking division.

New hires in the Tax team

They will be an integral part of Eversheds

Executive Moves