Managers of Wealth

BlackRock Expands Roles of Two Potential Successors to CEO Fink

Mark McCombe, who co-heads alternatives, will take on a newly created role as head of the Americas starting Jan. 1.

Dion Global Solutions Hires COO

Both positions will be based in the company’s Singapore hub.

Former Outnet president Stephanie Phair joins Farfetch

She is also currently an independent board director at luxury brand Moncler and advisor to Operator, a new online personal shopping platform.

HSBC Global Asset Management general counsel leaves for top legal role at World Bank

Before joining HSBC, Okoro was Global General Counsel at Barings.

Julius Baer appoints global head of structured products

He succeeds Philipp Rickenbacher

Hawksford apoints financial services and fin-tech business leader

The appointment underpins Hawksford’s focus on an accelerated growth strategy, which will see the business expand its core corporate, private client and funds service lines while simultaneously introducing additional ancillary services that benefit

Lexinta Bolsters Asia Expertise

Finn is a proven relationship manager and investment advisor, working with both private and institutional clients alike.

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.

Executive Moves