Managers of Wealth

Julius Baer Germany: More Say for Top Female Executive

The reshuffle among the top echelon of Julius Baer in Germany has now been concluded, the company said.

Former CEO of Credit Suisse Americas takes reigns at Och-Ziff

The move is the most prominent fallout yet from a brewing battle between executives and board members over future leadership at the New York-based firm, known as Oz Management.

Legg Mason appoints chief diversity officer

Boosting diversity initiative

AXA IM - Real Assets appoints Global Head of Business Development

She notably contributed to the successful capital raising efforts in France for some of our flagship institutional and unit-linked funds.

Former RBC Wealth Management head joins Baird

There really is no other firm like Baird in America today, and I am incredibly excited to be a part of it.

Van Lanschot Kempen hires asset management specialist to board

Her sheer drive and can-do mindset are an excellent fit with Kempen's corporate culture.

Vontobel Poaches from Rival

Lee will take over at Vontobel's financial products arm on Monday, which means he will be responsible for structured products issuance in Hong Kong Kong and Singapore.

Zurich adviser hires UBS and Credit Suisse wealth managers

The trio was hired in the period from September to December, however their names weren’t communicated until the end of their probation period.

WealthMan Adds Fintech and Blockchain Investor to Advisory Board

WealthMan, the blockchain-driven platform for wealth management, announces the latest supplement to its Board of advisors.

WH Ireland hires COO from Brewin Dolphin

His appointment follows a period of transition for WH Ireland

Deutsche Bank raids Coutts again for UK wealth business

The latest recruit, Saunders, joins after three years at Coutts, where he was managing director for its US and Western Europe businesses.

Senior Wealth Manager to head up APAC division

He will lead a team of sales, channel and product managers to accelerate market penetration in South East and North Asia

Schroders brings private equity veteran Damon Buffini on board

The non-executive role for a well-known industry figure comes as Schroders makes a renewed push into private equity

HSBC PB names Lux new head following departure

Before that, he held various client-facing and senior roles within the Group across the Middle East, Asia and Europe, HSBC said. His appointment is effective on 5 February.

Close Brothers finance director to depart after ten years

The news was accompanied by a trading update covering the five months to 31 December 2017.

Paul Gerla steps down from Van Lanschot Kempen Executive Board

He is and will always remain an extremely driven professional with great personal commitment to the business and his colleagues.

Wealth management fintech firm hires ex-Dion head

Ron’s varied career has given him an understanding of the daily pain points and pressures clients face, as well as an in-depth knowledge of the regulatory landscape.

Canaccord Genuity names new head of U.S. cannabis investment banking

Vermont earlier this week became the ninth U.S. state and third in the Northeast to legalize recreational marijuana use.

Deutsche Bank wealth arm hires 3 managing directors for non-resident Indian clients

The three new hires are Rasik Ahuja, who was formerly from UBP; Sagar Sapra, who came from Standard Chartered Bank; and Swapnil Mishra, who joined from BSI Bank.

Mirabaud hires raft of big hitters for UK push

Mirabaud, which traces its origins back to 1819, opened its London branch in March 2017

Executive Moves