Managers of Wealth

CGWM appoints duo of investment directors

Caetano re-joining firm

Citi Private Bank Expands Capital Markets Team

Citi Private Bank is one of the world’s fastest growing private banks; dedicated to serving worldly and wealthy individuals and families, providing customized private banking across borders.

BNY Mellon Wealth Management Names Chuck Long As A Regional President Of Los Angeles

Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.

Ashburton appoints international MD

Wilshin had served as director in the company’s Jersey-based international division since 2016 after joining the business in 2014.

DBS Appoints Jim as Hiring Officer

The virtual recruiter is powered by artificial intelligence and over time learns to make better assessments in screening candidates.

Pictet wealth management CEO Gellerstad to step down

The bank said Gellerstad’s move had nothing to do with the arrival of Boris Collardi

Broadridge to join S&P 500

Fintech specialist Broadridge Financial Solutions is to be added to the S&P 500 Index at the opening of trading on Monday 18 June 2018.

Head of fund selection exits Geneva private bank

He had worked his way up from apprentice to middle officer securities lending, eventually leaving in May 2010.

Six hires for wealth management firm as assets under management reach £800m

Managing partner Gaynor Rigby said: “The latest members of the Equilibrium family have already made a great impression

Hielscher: Raymond James recruits team of wealth advisers

Joining the advisers are Pamela Miller, senior registered client service associate, and Blake Caldwell, registered client service associate.

Schroders names head of marketing for Asia Pacific

A Schroders spokesperson says Ms. Han took over the role from London-based Peter Beckett, who oversaw the Asia marketing function as head of marketing - content, operations and Asia Pacific.

Swiss private bank overhauls management structure

A new Global Business Committee will comprise 13 members, including the heads of EFG’s global regions.

Julius Baer Confirms China Hire

Prior to joining Julius Baer, Lee was country head for the Chinese market at UBS wealth management, where she had worked since 2006.

Rockefeller Capital Management appoints head of Managed, Structured and Alternative Products for Wealth Management

Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.

Julius Baer Confirms China Hire

She also held senior wealth management roles at HSBC and Standard Chartered Bank.

Sanlam Global Investment Solutions announces appointment of Roger Bartholomew

Roger joins Sanlam after 10 years at Jupiter Asset Management.

Julius Baer: New Hire, New Platform, New Office

Far from biding its time until ex-CEO Boris Collardi resurfaces as Pictet’s newest partner, Bank Julius Baer has just upped the ante in Asia.

Northern Trust Strengthens Wealth Advisor Practice

He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.

Pictet family office chief joins Agreus advisory board

Grégoire is Head of Pictet’s global Family Office Services team. Previously responsible for Asia, he joined the Pictet Family Office team in 2008.

Investec hires for EM Corporate Debt team as demand for asset class grows

Lim’s hire underlines the firm’s commitment to further building capacity in this growing asset class.

Executive Moves