Managers of Wealth

Wilmington Trust Promotes Sharon L. Klein to Tri-State Region President

Based in the NYC Office, Klein oversees wealth management services in NYC, Connecticut, Long Island, and Northern New Jersey markets

Fiduciary Trust Names Regional Managing Director

The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.

Union Bank Expands San Francisco Wealth Management Team

Harold Rhee Joins as a Wealth Management Consultant

U.S. Trust Announces New Hires in June

Jean Champagne has joined the Houston office as a Private Client Advisor.

Wilmington Trust Expands Global Capital Markets Team with New Additions in UK and Ireland Offices

Eileen Hughes and Joe Knight join Wilmington Trust's London office; Joanna Taylor added to Dublin office

Industry Veteran Joins Wealth Software Firm

This is especially true in wealth management where firms face a large gap between their digital aspirations and their ability to deliver in the face of compliance, regulation and cost reduction.

J.P. Morgan Asset Management Strengthens Defined Contribution Real Estate Portfolio Management Team

She led the DC real estate research and consulting practice.

Swiss Private Bank Hires New Head of Investment Management

She has over 20 years of Discretionary Portfolio Management experience, and has led Discretionary Management teams and developed regional platforms.

EY strengthens global support for Family Business clients

Through a network of partners across 150 countries we tailor our services to the unique needs of family businesses.

LGT Vestra appoints Senior Wealth Manager

Most recently Adam was a Director at HSBC Private Bank.

Northern Trust chooses Luxembourg over Ireland to set up EU bank

Additionally, Northern Trust will create an EU-banking presence in Luxembourg, further establishing its commitment to the region.

Rowan Dartington makes second Quilter hire

The hires come after a rebrand earlier this week, which has included the firm dropping the Signature name previously used by its IFA portfolio service.

Northern Trust names senior wealth strategist

She served as managing director and business development officer for seven years.

RBC hires broking grandee for chairman role

Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role

Northern Trust Announces Leadership Changes

We will benefit from his focused efforts around growing our client relationships.

Changes to the Boards of Adam & Co and Coutts

The two private banks’ Boards will be similar, to reflect their close operational partnership and shared strategic priorities.

This Goldman MD has just quit to join a star fund manager who works from a tropical island

Morgan joined Goldman Sachs’ asset management graduate programme after graduating with a first class degree in economics and politics from the University of Bristol in 2000.

Potential CEO's sudden departure a blow to luxury goods group

Swiss newspaper Le Temps reported that Mr Kern had taken a stake in rival Swiss watchmaker Breitling and planned to try to revive that brand.

New CEO of BNY Mellon announced

Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.

Aberdeen nabs from Julius Baer for ‘crucial’ Luxembourg office

It is understood Aberdeen had been searching for a locally-based person to take over the role for some time.

Executive Moves