Managers of Wealth

Another Morgan Stanley Manager in Florida Steps Down

Ortea’s LinkedIn profile says he managed the office for three years.

Artorius continues Expansion with New London Hire

The firm benefits from the support of 30 private investors – principally entrepreneurs and financiers, committed to growing the business whilst ensuring client service the focus.

Wells Fargo Names Fiona Gallagher to Lead Its European Banking Platform

Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank

Zedra strengthens UK team with appointment of UK onshore MD

His brief in Cheshire will be to lead the expansion of Zedra’s onshore businesses and with just under 20 years of industry experience, he is well placed to deliver this.

TISE announces new NED of regulatory arm

Mrs Muir has over 20 years’ market experience working for exchanges and financial technology firms in both New Zealand and the UK.

Seventy2 Capital Wealth Management Continues Expansion with Addition of Morgan Stanley Advisor

James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.

Fund Files: Two veteran managers to depart from BNY

Your daily roundup of the latest fund launches, manager moves and strategy shifts.

UBS Loses Top Wealth HR Executive

Burns had been supplanted last year by American executive Dana Ritzcovan, who won the unit's top HR job when UBS' private bank merged with its U.S. brokerage.

EY: New Asean Regional Managing Partner

Prior to this new role, Liew was the EY Asean Regional Markets Leader for EY and before that, the EY Asean Financial Services Organization Leader, working with a number of the most significant financial services institutions across Southeast Asia.

Banca March nabs private banker from BBVA

Prior to that, she worked at Caixa Manresa, where during her over 12 years' tenure, she held a wide range of roles ranging from commercial to management ones.

Private wealth appointment at IQ-EQ

Before being appointed to lead the private wealth segment in Guernsey, he held the position of Client Services Director and led a dedicated team of private wealth practitioners specialising in asset protection and estate structuring for ultra-high-net-wor

Cayman private wealth specialist promoted to Managing Associate

Fraser, who has strong experience in trusts, wills and estates, family funds and foundation companies - and is qualified in both the Cayman Islands and BVI - has a particular focus on Latin American clients.

Former Deutsche WM head named Liechtenstein bank CEO

As part of his new responsibilities he will move to Liechtenstein and will also join board of directors.

Ex-Barclays wealth boss joins Schroders/Lloyds tie-up

The joint advice venture between Lloyds and Schroders has hired Dena Brumpton, the former chief executive of Barclays wealth arm to its board

responsAbility Investments names chief client & investment solutions officer

At responsAbility, Stephanie Bilo joins the management team, where she is responsible for sales, product development and management, as well as marketing.

Vaduz WM names new CIO

Müller has worked at Salmann since 2008.

A New CIO for One of America’s Richest Families

Forbes estimated the Newhouse family’s net worth at $18.5 billion in 2016, making it the country’s 11th-richest

Impact investing boutique hires new chief

Prior to that, she spent time in a variety of roles at UBS, JP Morgan and Morgan Stanley, including stints as executive director and vice president.

Credit Suisse promotes Miguel Seabra to Portugal market leader and hires four

The Iberian branch has also been bolstered with four appointments.

Local UBS boss to step down

After a 25 year career with with the Swiss giant, including as CEO UBS Australasia for the past 11 years and as joint global head of investment banking for three years, Mr Grounds has decided to make his exit, the bank said in a memo.

Executive Moves