Managers of Wealth

Merrill Grabs Another Barclays Wealth Team

Advisers Peter Kong and John Shaw joined Merrill’s ultra-high-net-worth team in San Francisco

Brewin Dolphin names new London heads

Brewin Dolphin has named Charlie Ferry and Paul Jones as co-heads of its London office.

Jane Pearce joins Vistra Jersey as Managing Director

Jane brings to Vistra a wealth of corporate and fund knowledge, gained through a long and successful career in which she has held several senior positions.

SYZ Asset Management appoints new Chief Economist

This promotion demonstrates a strong internal progression confirmed by results,” commented Katia Coudray, CEO of SYZ Asset Management.

Northern Trust Elects New Director

His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.

ARC expands London team with business development head

A particular focus will be assisting high net worth individuals, charities, family offices and their advisers to meet their financial goals by providing impartial bespoke investment structuring advice.

Bank of the West appoints head of Family Office

He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients

Convergent Adds Two Advisors In Washington D.C.

Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.

Bank of America Announces Management Team Changes

The changes we are announcing reflect decisions two senior leaders have made about their own futures, and some other changes that will bolster,and in some cases, reposition members of the management team.

Washington Wealth Management Adds Three Former Wirehouse Advisors

Veteran Group of Advisors with National Reach Look to Expand Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA

Rothschild Asset Management boosts institutional sales team

He will report to Michael Woods, Chief Executive Officer of Rothschild Asset Management Inc.

Rothschild veteran to head Rhône Capital’s European efforts

Will be tasked with leading the hunt for investments in Europe for the GP, and expanding the firm's investment on the continent.

Daniel Wani leaves Wells Fargo to join U.S. Bank Wealth Management

He joins from Wells Fargo & Co, where he was a senior wealth planning strategist.

UBS Lures Away $3M Producer From Barclays

The team focuses on serving ultrahigh-net-worth and high-net-worth clients as well as family offices and foundations.

Merrill Lynch CIO leaves during reorganization

Bank of America Merrill Lynch Wealth Management's Chief Investment Officer Ashvin Chhabra is stepping down to run a family office

Julius Baer appoints new head for Switzerland

He has a successful track record in the Swiss financial industry stretching back over 20 years, with his most recent position being at Credit Suisse

Rathbones promotes five to executive committee

Rathbones has promoted five senior directors and departmental heads to its executive committee.

Northern Trust beefs up Apac

Prior to this he was head of asset servicing sales for Asia-Pacific based in Singapore.

HighTower Raises West Coast Presence

She joins an exclusive group of advisors that includes some of the most accomplished women in the financial services profession.

Nikko AM appoints new head of private wealth

Nikko Asset Management Australia has appointed Naomi Finnigan as head of private wealth as the firm builds its reputation as a customised investment solutions provider for private wealth.

Executive Moves