Managers of Wealth

Evercore Wealth Management Names Managing Director, Portfolio Manager

She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office

Deutsche Asset & Wealth Management adds Private Bankers in New York

With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker

Team From J.P. Morgan Private Bank jump ship

The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue

Forex broker adds PwC and Rothschild finance pro to its Board

He held the position of Chief Financial Officer at Edmond de Rothschild Group for two years, following a two year tenure as Chief Financial Officer at EFG International Ltd.

Former Collins Stewart Hawkpoint CEO joins Westhouse Securities

Previously Chief Executive of Collins Stewart Hawkpoint Plc., brings a wealth of experience and leadership in both small and large investment banks

GAM expands Alternative Investments Solutions team with quantitative hires

GAM has appointed three senior quantitative professionals to the GAM Alternative Investments Solutions (AIS) team, enhancing the group’s capability in liquid quantitative solutions.

Investec Wealth hires UBS Wealth trio

This is a high-calibre team that will add significantly to the depth of our expertise

Former ANZ managing director of advice and distribution resurfaces in partnership with Italian manager

Started providing financial planning services to retail, high net worth and institutional clients in Australia in 2014.

Ex-Goldman Sachs President Gets PineBridge Post

The money manager controlled by Hong Kong billionaire

Sanlam Private Investments’ head of managed funds jumps ship to UK private bank

He had spent 14 years at Sanlam UK, which was previously known as Principal Invesment Management before being taken over and rebranded by South African firm Sanlam.

UBS O’Connor’s Postolovksy Joins Former Colleagues at Gemsstock

He is reunited with Al Breach, his former co-head of research at UBS in Moscow, who set up Gemsstock last year.

Swiss bank makes senior Asian appoinment

Head of sales Asia and Hong Kong office head.

Rathbones boosts investment team with Charles Stanley hire

He joins from Charles Stanley, where he worked as an investment manager based in London.

Kleinwort charity boss departs after just 14 months

She had moved over from Newton last August to spearhead Kleinwort’s drive to grow its charities business.

Barclays Loses Advisor to Deutsche Asset & Wealth Management

Deutsche has been on a recruiting push as part of its plans to build up its wealth management business

Global Head of Fiduciary at Barclays elected Worldwide Chair of STEP

STEP’s Board of Directors, which has eight members, was created in 2010 to manage the interests and affairs of the Society.

Vontobel appoints Asia Pacific head for structured products platform

He will be responsible for the development and further implementation of Vontobel’s deritrade® Multi Issuer Platform in the Asia Pacific region with the goal of establishing the electronic platform of choice for structured products participants.

GAM hires ex-HSBC man to help bolster London team

At GAM, McKenzie will be responsible for the distribution of funds to wholesale clients in the UK, including private banks, wealth managers, multi-managers and family offices.

Royal London AM CIO Robert Talbut to exit

Royal London Asset Management chief investment officer Robert Talbut is to exit the firm after ten years.

UBS strengthens London-based foreign-exchange team with Barclays hire

In the job he started this week, he reports to Michael Bichan, head of currency distribution in the U.K., according to a UBS spokeswoman in London.

Executive Moves