Managers of Wealth

LFA SA, A Swiss SEC-Registered Investment Advisor, Announces New CEO

With over 25 years of experience in the Swiss banking sector, Mr. Marty has been dedicated to working with US clients since 2005.

Merrill Lynch Hires Team of Private Wealth Managers in Chicago

All three worked for nearly 10 years at UBS Private Wealth, where they had moved their practice from Lehman Brothers in 2007.

Industry specialist appointed as associate director at Hawksford

Hawksford is an international corporate, private client and funds business.

JTC Fund Services Strengthens European Proposition with Guernsey Manco Launch

The move significantly bolsters JTC’s pan-European fund services capabilities

Schroders expands Multi-asset team in Asia

Jason joins Schroders in June 2017, reporting to Garth Taljard, Head of Multi-asset Management.

Umpqua Bank hires head of wealth management division

The role was once held by Kelly Johnson, an executive who left the bank in July 2014

Ardevora restructure sees AA-rated manager and Garland exit

His responsibilities have been absorbed by the wider team.

Goldman Sachs Team With $1 Billion in Assets Goes Independent

DG Wealth Partners will focus its services on entrepreneurs, C-suite executives and families with complex financial portfolios.

Bank of Singapore takes on BNP Paribas MD as hiring drive continues

He now leads a team at BoS covering non-resident Indians and manages a book of his own NRI clients, says a private banking headhunter who has knowledge of the move and who asked not to be named.

Rowan Dartington hires from UBS Wealth

His appointment follows the recent hire of Bryan Parkinson in Leeds to oversee the company’s investment directors in the north.

Wealth management platform adds executive

It auto-categorises transactions and provides reporting so that the user knows where every cent of their money is any given time.

Gresham House hires ex-Amundi director as head of distribution

I am excited to join Gresham House

Genel loses second co-founder as Rothschild steps down

New Chairman Stephen Whyte will take the helm on Tuesday from Hayward when the company holds its annual meeting.

Morgan Stanley Reshuffles Wealth Management Execs

The brokerage is doing away with the divisional level as a way of “flattening the organization” and giving more power to regional directors and local managers, according to the memo sent out to Morgan Stanley advisors by wealth management head

Credit Suisse hires info services banker from Foros

Who asked not to be named because the hire had not yet been announced.

Hilbert to launch discretionary managed service

McFadyen hired from Meteor

Liontrust makes twin hires in distribution shake-up

Following the hires of Taylor and Wright, Liontrust will have an 18-strong sales team in the UK and Europe, covering the institutional, single strategy and multi-asset distribution markets.

Raymond James names Egli as MD

Also joining then was Julian Bynum, a managing director who leads Fixed Income Capital Markets’ efforts in providing debt capital to the firm’s corporate clients, with an emphasis on financial institutions.

Bank of Singapore reshuffles senior management

This is in addition to his responsibilities for the Indonesian and Philippines markets.

Swiss Bank's Head Of Private Banking Resigns

The bank hasn’t yet decided about a successor

Executive Moves