Managers of Wealth

Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth

Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets

BNP Paribas announces leadership transition for Securities Services

Since its creation 30 years ago, the Securities Services business has become a core strategic pillar of the Group

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

The firm started leaning into the RIA side of its business in 2023 and has a goal of hitting $1 billion this year

Former Credit Suisse top-performer merges with EAM in Singapore

He retired last fall after a stint at UBS.

Ares hires Italy wealth head from Goldman Sachs

The new hire comes after the group opened an office in Milan in May.

Reichmuth expands management in Germany

A newly appointed board of directors is intended to strengthen the integration with the Swiss business.

COO of the Swiss Finance Institute wants to become mayor

Previously, he served as Chairman of the Financial and Audit Committee.

HSBC's Private Bank Names APAC Wealth Planning Head

Based in Hong Kong, she will report to Lok Yim, APAC regional head of private banking.

J Safra Sarasin nets two bankers from UBS Hong Kong

The bank continues to ramp up its presence in Asia, hiring two senior bankers from UBS GWM, after recently netting three from JP Morgan Private Bank.

Goldman Sachs: New General Manager in Zurich

He currently leads a team focused on servicing German and Swiss clients

JPMorgan Hires Former Citi Sponsors Dealmaker Diamandakis

Diamandakis, whose role will be to support and build new relationships with sponsors and asset managers, joins the bank after 11 years at Citigroup.

UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices

He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.

Oak Group expands its team to drive forward Project Overture

These appointments reflect Oak’s commitment to investing in people, capability, and innovation as it continues to implement Project Overture and shape the future of financial services.

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Edmond de Rothschild REIM appoints Klaus Schmitz as Chief Investment Officer Europe and Executive Chairman UK

In his dual role, he will lead Edmond de Rothschild REIM’s pan-European investment strategy, lead investment activity and help strengthen relationships with capital partners across key markets.

Brown Shipley Appoints Client Investment Specialist

Paul’s addition builds on the strength of our Client Investment Specialists

Nomura Asset Management Appoints Terence Lam as Head of Distribution for Asia ex-Japan

Mr. Lam will be based in Singapore and report to Kenichi Suzuki, Senior Managing Director, Head of Global Business Unit at Nomura Asset Management.

Focus Wealth Management Announces Four Appointments to its Advisory Board

"We are pleased and proud to welcome these Canadian business and investment leaders to our Advisory Board," said Ted Conrod, President of Focus Wealth Management.

Julius Baer expands senior roles, simplifies SE Asia structure

Apart from its new line-up of Southeast Asia group heads, the bank has also expanded roles for several senior executives.

Ruffer partner Steve Russell exits after 22 years

Russell is the latest high profile exit from the business.

Executive Moves