Managers of Wealth

Hielscher: Raymond James recruits team of wealth advisers

Joining the advisers are Pamela Miller, senior registered client service associate, and Blake Caldwell, registered client service associate.

Schroders names head of marketing for Asia Pacific

A Schroders spokesperson says Ms. Han took over the role from London-based Peter Beckett, who oversaw the Asia marketing function as head of marketing - content, operations and Asia Pacific.

Swiss private bank overhauls management structure

A new Global Business Committee will comprise 13 members, including the heads of EFG’s global regions.

Julius Baer Confirms China Hire

Prior to joining Julius Baer, Lee was country head for the Chinese market at UBS wealth management, where she had worked since 2006.

Rockefeller Capital Management appoints head of Managed, Structured and Alternative Products for Wealth Management

Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.

Julius Baer Confirms China Hire

She also held senior wealth management roles at HSBC and Standard Chartered Bank.

Sanlam Global Investment Solutions announces appointment of Roger Bartholomew

Roger joins Sanlam after 10 years at Jupiter Asset Management.

Julius Baer: New Hire, New Platform, New Office

Far from biding its time until ex-CEO Boris Collardi resurfaces as Pictet’s newest partner, Bank Julius Baer has just upped the ante in Asia.

Northern Trust Strengthens Wealth Advisor Practice

He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.

Pictet family office chief joins Agreus advisory board

Grégoire is Head of Pictet’s global Family Office Services team. Previously responsible for Asia, he joined the Pictet Family Office team in 2008.

Investec hires for EM Corporate Debt team as demand for asset class grows

Lim’s hire underlines the firm’s commitment to further building capacity in this growing asset class.

Goldman hires Source founder for European ETF push

Firm faces fierce competition from other US rivals looking to garner a greater share of Europe's ETF industry

UBS Names New Asia DCM Syndicate Heads

In March the Swiss bank announced, it was merging its equity and debt capital market businesses in Asia Pacific.

Avaloq strengthens its presence in Australia

Ayer joins Avaloq's Australian team in Sydney.

Burberry to pay former CEO over £10m for final year at company

The performance-based awards also did not vest in full.

BNY Mellon Wealth Management names new CEO

She will be responsible for setting the strategic direction of BNY Mellon's Wealth Management business

Nikko AM creates lead diversity role

Creates new Diversity Advocate role, to further bolster diversity and inclusion

UBP taps former State Street MD to lead hedge funds

Effie Datson joins Swiss bank in newly created role

CIBC Adds Two Bankers In Denver

Rooney will work with middle-market companies on lending and deposit solutions.

Merrill Trio in Midwest Bolts to J.P. Morgan

J.P. Morgan, whose retail brokerage roots lie in its parent’s financial crisis-era purchase of Bear Stearns & Co., has been building its small force of about 400 advisors

Executive Moves