Managers of Wealth

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

Citi Veteran Market Head Resigns

He was most recently global head of Citi’s Indian client segment, responsible for the private bank’s relationships with Indian clients and clients of Indian origin worldwide.

Stifel names former Merrill CIO as new investment head

Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.

Peter Moyo appointed to Nedbank board

"Peter is a vastly experienced business leader, he is a former group CEO of Alexander Forbes and deputy MD of Old Mutual Life Assurance Company SA," Nedbank chairman Vassi Naidoo said in a statement.

Executive Moves