Managers of Wealth

Richemont announces two senior appointments

A graduate from the HEC business school (France)

End of an era as Stephen Koseff lets go of the reins of Investec

In reflecting on the past 38 years, Koseff allowed "25 minutes of history".

Appointment adds to Carey Olsen Bermuda's trust and private wealth practice

Her appointment also reflects the continued rapid growth of Carey Olsen Bermuda generally and the increasing volume of instructions we are seeing.

Geneva-based asset manager hires CIO from LFDE

The team has a total of €8.5 billion in assets under management, investing in both equity and fixed income markets.

Schroders LatAm senior sales manager to join BlackRock

At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.

Kestra Private Wealth recruits experienced breakaway team

The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.

Veteran LatAm advisor joins European private bank

He moved to Chile in 2013 to join the local Credit Suisse operation as a private banker serving high net worth clients.

Zurich boutique hires new COO and head of private clients

‘We are convinced that both will support us on Belvoir Capital’s further path to becoming a modern and innovative asset manager.’

Sanlam UK expands portfolio management team

Daniel has more than 17 years’ experience in the wealth management industry.

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.

Executive Moves