Managers of Wealth

JPMorgan Asia private banking chief to take on additional investment banking role

Many global banks in Asia, including Credit Suisse and UBS, have made organisational changes in the last couple of years

Smith leaves Quilter adviser school after 6 years

Mr Stevens will focus on growing the number of financial planners within Intrinsic through training, recruitment and acquisition, supported by Mr Smith's 15-strong team which will remain with the school after his departure.

Brown Shipley taps former Coutts boss to chair board

“I would also like to thank David Rough for his invaluable support and guidance to the business having served on our Board since 2005 including two tenures as Chair.”

Ocorian further expands Luxembourg funds business with two senior level hires

Ocorian is committed to growing a robust and responsive fund service offer for the Luxembourg market, and a localised depositary service is central to that.

Boutique hires ex-Goldmans wealth boss for key strategic role

He will sit on the board as an adviser on global wealth management strategy for Kingswood.

UBS's $110M FA Moves to This Rival

Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.

Wells Fargo Names Nico Marais Head of Its Asset Management Unit

Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.

Ex-GAM PM joins opera house

While a number have since resurfaced in positions at rival asset managers, Gerst, who was previously a co-manager on the GAM Luxury Brands Equity fund, joined the opera house at the start of June.

RBC Wealth Management Nabs 2 Family Teams

Meanwhile, advisors in Idaho and Texas joined LPL's platform.

SANNE appoints new MD of business development & marketing

As a highly experienced and results orientated business leader within the alternative funds and asset management industry

Wealth manager grows distribution team in South East

He has a great track record in establishing key relationships, as well as nurturing existing business relationships.

Boutique wealth manager appoints Client Director

Friend will play a key role in meeting EQ’s growth goals.

T Rowe Price strengthens UK intermediary team

T. Rowe Price makes double hire

Zurich advisory firm expands private markets team with hire

My partners and I are delighted to welcome Melissa to the team.

Bordier UK strengthens Business Development team with key hire

The new Service blends active and passive collective funds, with asset allocation managed to the Bordier UK Investment Committee’s centralised multi-asset allocation framework.

$1bn JP Morgan team joins Cresset Wealth

The hires, which all have 20 or more years of experience in the wealth management industry

Zurich WM founder exits to set up multi-family office

‘We are currently four people and we are planning on growing in terms of both team and clients.’

Carey Olsen makes senior hire in London

Practising Jersey law from Carey Olsen's London office, her appointment further strengthens the firm's Jersey funds offering.

Equilibrium brings in seven new recruits

It comes after Equilibrium last month launched a dedicated recruitment website designed to attract, train and retain new talent as it pursues its ambitious targets.

Invesco expands US offshore team

Invesco's US offshore unit is now part of its EMEA retail distribution unit with Baughan reporting to Íñigo Escudero, head of distribution for Iberia and LatAM at Invesco.

Executive Moves