Managers of Wealth

Wealth Manager announces three partner promotions

These promotions reflect years of outstanding contributions to our Firm

Fortis Private Bank boosts board

As a highly respected and seasoned Banking Executive, we look to forward to the expertise that Lyne will bring to our corporate finance, business and strategic planning initiatives.

Julius Baer Promotes U.K. Private Bankers

The move reinforces how heavily the Swiss private bank has moved on the British market

$275 Million Former Merrill Lynch Team Joins Sanctuary Wealth

Enclave Wealth Advisors expands Sanctuary’s network to California

Deutsche Nabs Credit Suisse Private Bankers

Piers Harris has over 24 years’ experience in the financial services industry and joins the Frankfurt-based bank from Credit Suisse, where he has been a senior relationship manager in the U.K. ultra-high net worth team since 2013.

Deutsche Bank Wealth Management makes two more senior UK appointments

Deutsche Bank Wealth Management announced the launch of a service to offer regulated mortgages to private-banking clients in the UK at the end of last month

Another Senior Julius Baer Banker Heads for Pictet

Premchand will be responsible for the Genevan bank's ultra-rich clients from the Middle East and Asia, including the Indian sub-continent.

Fiduciary Trust Welcomes New Wealth Director

Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.

SSS allots P7B for IRF managers

Under the old charter of the SSS, the pension fund was allowed to appoint local or foreign fund managers to manage the IRF.

Wealth manager grows distribution team in South East

In his new role, Keen reports to Steve Hill, Head of Intermediary Sales.

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

Executive Moves