Managers of Wealth

Raymond James Chooses New Leader of Private Client Group

Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.

Citi Private Bank Brazil directors exit to join local firm

Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces

Standard Chartered Promotes Ex-Barclays Banker

Standard Chartered private bank has named a new chief operating officer, finews.asia can report exclusively. The private banker is one of several alumni of British bank Barclays.

Vontobel strengthens wealth management for North American investors

The four wealth management experts who are joining VSWA in July 2018

Rathbones appoints Morgan Stanley IM chair to board

As an executive, Duhon held a number of senior roles at JP Morgan and ABN Amro before setting up her own consultancy firm.

GAM expands its emerging markets fixed income team

He began his career at Deutsche Bank in 2000, before moving into various inflation and interest rate strategy roles.

Tilney ramps up recruitment drive with new hire

Private banker joins Glasgow team

Raymond James Announces Key Senior Leadership Appointments

Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.

Nikko AM announces promotion in NZ Equities Team

Nikko AM NZ actively manages around NZD5.2 billion of investments.

Stenham hires Jersey director from RBC Wealth

I am very pleased to be joining Stenham

Citi Private Bank scores gatekeeper from Securian

He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.

Alessandro Silvestro joins Lemanik as Asia Pacific managing director

Currently, about 20% of the company’s clients are from Asia Pacific.

Stonehage Fleming appoints Jersey Partner

He has advised individuals and companies on trusts, estate planning and pension issues, and has acted for high-net-worth individuals and families, family offices and private trust companies.

Templeton wealth boutique hires BNY WM int’l director

Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.

Lazard names Shen Tan as managing director in Hong Kong

Mr. Tan was a managing director at US-based financial services giant Capital Group in Hong Kong for ten months before joining Lazard AM.

Close Brothers appoints Group Finance Director

He brings deep knowledge of the Group and its markets, and his appointment ensures strong continuity in the Group's leadership team.

Canaccord Genuity Strengthens UK & Europe Capital Markets Team

Most recently, she was an Executive Director and Head of Research at Stockdale Securities and previously she was Head of UK Mid-Market Research at RBS Global Banking & Markets.

Maitland appoints senior relationship manager

Based in London, he will report to Patric Foley-Brickley, Head of Business Development & Client Management - Europe.

$150M Wells Fargo Team Joins Snowden Lane Partners

They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.

Citi Private Bank’s Law Firm Group Adds Industry Veteran to Senior Leadership Team

Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.

Executive Moves