Managers of Wealth

HSBC PB fills two senior roles

Two relatively new hires – one poached from Citi Private Bank – are given senior ‘private wealth solutions’ roles.

The British lender RBS has made Alison Rose its CEO, but most European banks are lagging well behind Wall Street on senior management diversity.

Spain’s Banco Santander SA is chaired by Ana Botin. Cast the net a bit wider and things start to look thin.

Rothschild & Co said to appoint UAE's Al Awar as co-head in Middle East

The boutique bank is seeking to win more restructuring and advisory work across the region

Capital Group appoints new Managing Director

Büchler will he reporting to Grant Leon, Capital Group’s Managing Director for Financial Intermediaries across Europe and Asia.

Rockefeller Capital Management Appoints Shelly Lazarus, Marty Mannion as Independent Directors to Board

As we continue our efforts to create a new kind of financial services advisory firm, we are pleased that Shelly and Marty will bring their deep and diverse experiences to our Board,” said Gregory J. Fleming

Tocqueville Asset Management Hires John Petrides

He has nearly 20 years of experience in the industry.

RBC Names New Recruiting Head for U.S. Wealth Business

She also oversaw credit strategies and business development for the bank-owned wealth management firm.

Finantix Aappoints experienced Business Development Director

According to latest industry figures, the wealth of the world’s 500 richest people is up more than $658 billion this year

Wealth manager appoints new Head of Middle Office

Louise has over 25 years’ experience working in financial services and Investment Management for both institutional and private client organisations.

Pictet Poaches from BNP Paribas

She will report to Boris Collardi, who has spurred Pictet into hiring dozens of bankers in the most significant expansion push in the recent history of the 214-year-old firm.

Asset manager boosts wealth team

He will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies.

Julius Baer Lifts Bankers From Credit Suisse

It is hiring René Freiermuth and Ronald Dold for the new super-rich team.

Schroders appoints Head of Sustainable Credit

Saida is an experienced and accomplished investor in sustainable credit.

Schroders poaches from SJP to launch academy

His new role will include recruiting advisers to join Schroders Personal Wealth and leading their professional development once at the firm.

Vistra Bolsters Its North American Client Services and Sales Teams

The appointments are part of Vistra’s efforts to bolster its client services and sales teams in North America as the organisation expands its capabilities and presence in the region.

GAM expands global credit team with new hire

Head of investments of the GAM Group, Matthew Beesley, said: ‘The appointment of Florian Komac illustrates how global the investment teams at GAM are.

Lombard Odier Reinforces its Swiss business with leading Private Bank Executive

We are delighted to welcome Andreas to Lombard Odier.

Morgan Stanley Shifts Senior Management in New England

Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.

Environmental fund manager expands client services team

She worked at a venture capital firm for over four years

Mercer appoints Wealth Management Proposition Leader

Rosenblatt has more than 20 years of experience in the investment management industry, most recently at Russell Investments where he led its Wholesale & Partnerships business with responsibility for UK and offshore distribution of funds.

Executive Moves