Managers of Wealth

Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts

Boeding’s Epiq Capital will cater to ultra-wealthy clientele

Wells Fargo Advisors Loses More FAs to Raymond James

"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"

Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer

Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.

Wealth firm appoints ex-PwC managing partner to board

'Stuart was my boss and mentor when I was at PWC, and he really is a master in professional services,' Priday said.

UBS moves 80 staff into artificial intelligence unit

Swiss bank switches its co-head of fixed income trading Chris Purves to head the operation

JPM makes series of sales appointments following exits

James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.

Ex-Credit Suisse investment management head joins Swiss Life

His will official start in his new role on 1 June 2018 and will report to Michael Klose, CEO of third-party asset management at Swiss Life.

Baird snaps up 2 Wells Fargo advisors with more than $550M in assets

The new hires are the latest additions to the firm’s wealth management segment.

Coronadan Courtney Liddy Named A Managing Director With UBS

Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.

$800M Merrill Lynch broker jumps to J.P. Morgan Securities

Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.

UBS Top Manager Resigns

Hoffmann was one of the bank’s most important managers over the past years.

Steve Cohen's Point72 Hires Macro Team From Balyasny

A group of five jumped after a short stint at Balyasny

RBC Wealth Management beefs up relationship team

RBC Wealth Management has made a senior hire to its London-based relationship management team

Thesis adds to Guildford office with RBC hire

He will be tasked with building new and maintaining existing client relationships and growing the assets for the Guildford office, which currently sit at over £120 million.

Pictet Asset Management Appoints New Head of Emerging Debt

It was not revealed whether Simon Lue-Fong intends to stay within the industry.

BNP Paribas Hires Chief Investment Adviser From HSBC

Prior to HSBC Global Asset Management she was a portfolio solutions specialist at Credit Suisse Private Bank and global strategist at J.P. Morgan Asset Management.

Schroders Middle East director to leave after 24 years

Wells who is set to leave his post as a director, Middle East for Schroders said in his departing note to clients that he will be basing himself in the UK for the foreseeable future,

Standard Chartered hires for key team in Hong Kong and Singapore

Stan Chart’s wealth business still lacks scale – it only ranked as the 14th largest private bank in Asia by assets in 2017.

Rothschild Global Advisory boosts Chicago team

With over 25 years of experience, Sumner Farren joins Rothschild Global Advisory from UBS

JP Morgan Private Bank appoints new head of sustainable investing

She will be based out of the firm’s headquarters in New York.

Executive Moves