Managers of Wealth

First Republic poaches $500M UBS wealth manager

“Greg is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our growing team of wealth managers.”

German private bank strengthens board for further growth

The management board of Bethmann Bankincludes Hans Hanegraaf, Stephan Isenberg and Michael Pleske.

BNP Paribas APAC Head Resurfaces As Head of Strategy

In his new role, Honig will move back to Europe and report to Francois Riahi

Zurich adviser plans raft of new additions

Clarus Capital has grown steadily since its founding in 2011, notably hiring six new client advisers from UBS in November 2017.

Edmond de Rothschild: Sweeping Cuts in Geneva

Some of the staff affected by the cuts in Geneva have been offered jobs in Paris, others will go into early retirement.

UBS Asset Management’s head of China onshore to lead regional business

In a sign of China's growing importance for UBS Asset Management's business in the region, Mr. Yin will stay in Shanghai after assuming leadership of the firm's Asia-Pacific business.

Twelve private bankers switch to Merck Finck

From 1 April 2019 Nikolai Hellwig (portfolio manager), Sven Schneider (private banker) and Sina Hachtel (assistant) will join the Munich based private bank.

CEO’s exit is ‘age-related’, VP Bank confirms

Urs Monstein, who has served as COO since May 2018, has assumed leadership in the interim.

Swiss Helvetia Fund announces new executive officers

The appointments coincide with the resignation of the Fund's executive officers and officers, all of whom are employees of Schroder Investment Management North America Inc., the Fund's investment adviser, or its affiliates, as previously disclos

Schroders expands intermediary business with Embark Group hire

Co-founder of Discus DFM consultancy

Appleby recruits three new lawyers in Guernsey

This is a great boost to our established Guernsey team and it further strengthens our ability to offer a seamless, multi-jurisdictional service to clients from our unique Crown Dependency network.”

Brewin Dolphin bolsters its Glasgow team with seven new staff

The appointments take the wealth manager's headcount in the city to 42

WealthTech firm enters North Asia markets

Thomas will lead WeInvest’s efforts to provide digital wealth solutions to financial institutions across Hong Kong, China, Taiwan, and South Korea.

Joyce Joins Fiduciary Trust as Vice President

Her investment and client service experience will expand our ability to provide customized advice and personal service to our clients.

Edmond de Rothschild hires sales manager for Italy

Previously, he worked for the same company he has been now appointed, in the role of asset management sales support, finishing his tenure in November 2016.

Caldecott hires LGT Vestra Top 100 fund selection boss

He will work alongside managing partner Caldecott, contributing to the partnership’s investment strategy and fund selection for the firm’s discretionary clients, as well as the Melchior Global Conservative fund.

Rockefeller Capital Nabs Merrill Lynch Advisors

The Embleton Curtish Quackenbush Group includes eight advisors

BNY Mellon names top RIA distributor

Kristina Fox has joined BNY Mellon Investment Management from Third Avenue Management.

Northern Trust Announces Senior Leadership Changes to Trust & Advisory and Banking Practices

He will continue to offer his tenured expertise in navigating complex fiduciary relationships, as well as his industry-recognized thought leadership.

Ex-Julius Baer PM head joins Zurich advisory firm as partner

We are happy to have him aboard.

Executive Moves