Managers of Wealth

Stonehage Fleming hires TMI partner as wealth director

I am very pleased to welcome Matthew to the wealth planning team

Brooks Macdonald revs up planning arm with ex-Towry hire

Brooks Macdonald is one of a number of wealth managers developing its financial planning capabilities

Fitzpatricks Private Wealth announces new CEO

Woodley would now oversee advice across Fitzpatricks Financial Group, with a strategic focus on mentoring and coaching advisers.

Falcon PB CFO reveals why he left Banque Cramer

Ultimately, Maccio said he saw his situation as not being 'sustainable in the longer term'.

J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million

He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience

Oxford Financial Group Adds New CIO

Nogues will assume leadership of the firm’s investment management team

Falcon Fills Management Gaps

Falcon is seeking to reinvent itself after the 1MDB scandal which wiped out its Singapore branch.

BNP Paribas Asset Management names co-head of Distribution Europe

He brings a wealth of experience in the investment management industry, as well as in business development, across regions and client segments.

MoneyLion Appoints New Head of Wealth Management and Banking

Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all

Atria Wealth Solutions Expands Management Team

Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

JP Morgan AM appoints co-head of asset management solutions

JPMAM had assets under management of US$1.7 trillion (€1.5 trillion) as of March 31, 2018.

Wilmington Trust boosts Los Angeles office

Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors

First Republic gatekeeper exits for Vontobel

Jon Cusa has joined New York-based Vontobel Asset Management, Inc.

Aiva investment specialist joins offshore fund distributor

Iglesias joined June 18 as Unicorn's regional director for Uruguay, he confirmed to Citywire Americas.

Woodford slams Stobart board after bust-up

He also fired a broadside at the board for obstructing responsible shareholder behaviour.

Morgan Stanley loses $175M advisor to Stifel

Morgan Stanley left the protocol in November, making it harder for advisors to exit the New York City-based wealth management firm with their respective clients in tow.

European Wealth Appoints Jonathan Freeman As Non-Executive Director

Shares in the investment management company were trading down 3.2% at 15.01 pence.

RBC executive behind bank's fight against high-frequency trading to depart

Greg Mills exits as RBC Capital Markets is in the midst of a reorganization following the promotion of Derek Neldner to head global investment banking

Allianz Global Investors boosts Multi Asset team

Counsell joins from Aviva Investors where he was lead fund manager across a range of multi-asset funds, taking ultimate responsibility for asset allocation positioning and performance for these funds.

BNY Mellon Appoints Greater China Wealth Head

In this role, she held various senior positions in strategy, business management and client sales.

Executive Moves