Managers of Wealth

Centric Wealth advisers move to non-aligned licensee

The business offers a privately-owned self-employed structure with very high attention to the detailed needs of higher-net-worth clients and successful families.

BMO Global Asset Management adds two members to London team

Stroij joins as LDI solution structurer.

$1.8B Team Jumps to UBS

UBS said it recruited two teams from Credit Suisse, one of which managed approximately $1.8 billion in client assets.

Swiss private bank parts way with U.S. private-banking head

He will leave in the spring

UBS hires three Credit Suisse teams with $3.2B in assets

Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse

International law firm boosts Global Tax Team

He was previously a leader of the West Coast tax practice at another global law firm.

BMO GAM hires Italy sales team head

At BMO, he will responsible for distributing the firm’s products and strategies across Italy for both wholesale and institutional clients.

UK law firm appoints new partner and head of tax

With more than 20 years of experience as a tax partner, he was described in Chambers Global 2014 as a “skilled and experienced tax lawyer” and is ranked as a leading individual.

Fiduciary Trust Company Expands Investment Team

The Fiduciary Trust name is synonymous with exceptional service, disciplined investing and an unwavering focus on clients’ best interests

Shoosmiths appoints Elliot Bishop to head up new luxury asset litigation group

National law firm Shoosmiths has announced the launch of its' luxury asset litigation group following the appointment of Elliot Bishop.

UBS Nets Advisors With $3.5B in Combined AUM

Among UBS' recent hires is a two-member team that generated $4.6 million in revenue and oversaw $462 million in client assets.

Canaccord poaches Investec investment director

He moved to Investec in 2012 when it purchased Williams de Broe, where he had worked for 10 years .

UBS Hires Four Jefferies Bankers

Switzerland’s biggest bank seeks to build its global technology business.

Neuberger Berman hires Puschmann

Neuberger Berman has appointed Christian Puschmann as head of client group – Germany and Austria as it strives to bolster its European client capabilities.

Rothschild recruits sovereign advisory head

Rothschild has created a new role to oversee its sovereign advisory work, hiring a former head of sovereign ratings at credit rating agency Moody’s Investors Service to fill the post.

UBS to Swap Hong Kong, Beijing Bankers to Integrate China Teams

The moves will help the Swiss bank strengthen collaboration between the offshore and onshore teams

Ex-Brewin director joins Chester wealth firm

The appointment is part of a wider strategy to incorporate financial planning into the firm’s current offering.

Credit Suisse appoins new Leader for wealthy APAC entrepreneurs

To be replaced in old role by Mervyn Chow and Edwin Low

Deutsche money management unit adds co-head of alternatives coverage

The firm created an alternatives investment specialist team, which is responsible for retail and institutional coverage of liquid and illiquid alternatives.

Lombard International Announces Senior Appointment To Expand Family Office Market

Her appointment continues the momentum of the company's U.S. growth and expands its institutional capabilities.

Executive Moves