Managers of Wealth

Raymond James Nabs Merrill Lynch, Wells Fargo and Edward Jones Teams

The team will form a new office in Keene, N.H., with Steward, which uses Raymond James’ platform and support services.

Temasek's Fullerton Fund CEO leaves firm

Fullerton Fund Management Chief Executive Officer Left

Citi Private Bank boosts US team

He will be responsible for driving the region's continued growth in Investments and bringing best ideas across managed investments and capital markets to Citi Private Bank’s clients.

ABN Amro's CFO to become new CEO

The former Dutch finance minister who took over ABN in 2009 after its nationalisation, announced in September his intention to step down.

Senior appointments for Julius Baer’s private banking team

He focuses on working with local clients and UK-resident, non-domiciled individuals.

Julius Baer Onboards Laura Hilber to Join Private Banking Team

Laura lands at Julius Baer after a lengthy stint at the UBS Investment Bank

Wealth manager expands team

He has over sixteen years’ experience in financial services,

Aldermore chairman to resign to focus on Old Mutual Wealth role

Glyn Jones to focus on chairing Old Mutual's wealth arm

Sarasin Hires from Julius Baer

He had been a Managing Director since 2010, and was named to the Presidents’ Club in 2014 and 2015.

Architas hires from SEI for managed portfolio launch

At Architas she will work with advisers to explain the firm’s products and services, with a particular focus on the managed portfolio service.

Glyn Jones signals exit from Aldermore

Jones has decided to step down from the boardafter his appointment as non executive chairman of Old Mutual Wealth

BMO Wealth Management Welcomes Brandon Williams to BMO Private Bank

BMO Private Bank provides high net worth individuals, families and organizations, including closely-held and family-owned business.

Swiss private bank poaches from high fashion

In her role, she will also directly oversee events, publications, editorial content and client experience.

New financial advisors appointed at Bath-based Epoch Wealth Management

Bath based Epoch Wealth Management has strengthened its growing team of financial advisers with two new appointments

Quantum Global Adds Ex-Prime Minister of Mali and Leading Swiss Lawyer to its Advisory Board

A corporate governance expert, Dr. Ladner is now an investor and strategic adviser with seats on a variety of Boards.

Credit Suisse Lures Asia Banker from UBS

Kourteff has managed financial planning teams in North Asia as well as brokers supporting wealth planners and client advisors covering South Asia, according to his LinkedIn profile.

Lombard Odier Fixed Income Expert Departs

annik Zufferey had taken over as fixed income investment chief as part of that revamp.

Robertson Stephens appoints new MD

RSAM’s fund is a tax-efficient solution for employees of growth-stage companies looking to exercise options or generate liquidity for personal use.

Rowan Dartington sets up shop in Edinburgh with Tilney man

The Edinburgh appointment is the latest in Rowan Dartington’s series of hires this year, in an effort to expand its footprint across the UK.

Ex-UBS Executive Director Joins HSBC

A former Executive Director UBS moved to HSBC to take up a senior role

Executive Moves