Managers of Wealth

Marcuard Heritage Poaches Ex-UBS Banker

He has more than 30 years of experience in asset and wealth management

Societe Generale changes wealth management leadership

Effective immediately

Atria Wealth Solutions Adds Head of Practice Management

This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.

Former BGI boss joins board of HANetf via fund round

They join existing shareholders, hedge fund billionaire Steven Cohen’s Point72 Ventures and Ireland-based family office Elkstone.

Tilney chief risk officer exits after 18 months

Tilney’s chief risk officer Nigel Allman has left the national advice firm after 18 months in the role.

Senior Bellevue PM exits for Geneva WM

He has joined Geneva-based wealth management firm Stanhope Capital

Palatine backs MBO of SMP Group

Palatine Private Equity has backed the MBO of SMP Group, the corporate, trust and professional services provider.

LGT seeks to hire portfolio manager

The role would involve liasing with relationship managers, creating quant models and supporting ‘demanding’ clientele when it comes to investment-specific strategies.

Credit Suisse announces Guernsey promotions

Global external asset management department Relationship Manager Paul Le Gallez has been promoted from Assistant Vice President to Vice President

Quilter Investors hires Janus Henderson's Bradshaw for multi-asset income launches

Worked at Janus Henderson since 2006

LGT Vestra-backed ESG house hires partner from Credit Suisse

The approach Tribe has to both client engagement and to the business itself is unique in the sector and I am really looking forward to the future as part of a values and mission-led business.

Brooks Macdonald appoints new chairman

He leaves a firm well-positioned in its market, with exceptional adviser and client relationships driving a track record of market-leading levels of growth.”

Kleinwort Hambros strengthens uk regional presence with senior appointments

Leigh previously headed up the Private Banking and Discretionary Fund Management team at Kleinwort Hambros.

Schroders’ Rose retires after blooming long stretch in Japan

Nathan Gibbs, the former Schroder Japan Alpha Plus fund manager who is now the group’s investment director of Japanese equities, will provide support for Taketsume, the company said.

Tilney nabs from Smith & Williamson for investment director

Midlands presence continues to expand following Index Wealth Management deal

Quilter director Porteous leaves after just 1 year

John [Porteous] joined in 2017 to focus on customer experience and services across Quilter’s end-to-end wealth management solutions.

Rockefeller hires ex-Goldman family office head for top role

“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”

Sella hires FinecoBank veteran as head of private banking

He takes charge of a department responsible for coordinating the Group's wealth management business activities, focused on the management and administration of assets as well as in the dedicated structure of Banca Sella.

Merrill Divisional Head Vince Fertitta Steps Aside

Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.

Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm

Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.

Executive Moves