Managers of Wealth

NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner

His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.

Hargreaves Lansdown appoints chief investment officer

Vaughn will be responsible for the HLFM fund range.

J.P. Morgan Asset Management Hires Interest Rates Expert

Experienced investor joins the firm from TD Securities

Zurich wealth manager overhauls executive management

There are four new appointments at Zurich-based Reuss Private.

Waverton hires new chief financial officer from WH Ireland

Waverton Investment has appointed Steve Chhoker as chief financial officer.

IQ-EQ Guernsey appoints two Directors

Nel joins IQ-EQ from Stonehage Fleming

Ex-Indosuez Banker Resurfaces at Guotai Junan

In this role, she is responsible for building the wealth management unit in Singapore.

Barclays Relocates London Private Banking Duo

Previously, he worked at Linklaters as a senior lawyer specializing in M&A for real estate clients such as sovereign wealth funds, listed property companies and private investors.

Lloyd Kurtz Joins Montecito Bank & Trust Wealth Management Team

Kurtz will advance the group’s impact/ESG investment practice and design portfolios for clients that align with individual values and investment goals.

Barclays Private Bank Makes Senior Appointments in Singapore - Statement

The lender has appointed Tom Road as its deputy head of Barclays Private Bank in Singapore.

Hargreaves Lansdown taps Brown Shipley's investment chief for CIO role

Toby Vaughan joins

Bantleon further expands bond management

Luca Orlando has more than nine years of experience as a credit analyst and more than four years as a portfolio manager at Cape Capital AG in Zurich.

Vermeer hires Cazenove director to launch financial planning arm

Chris Hogarth joins the wealth manager to lead the development of a new financial planning business.

Brewin Dolphin (Ireland) Appointed Business Development Manager

The new intermediary proposition will provide investment management to British expatriates (expats) that need an EU domiciled investment manager.

Associated Bank welcomes Arnold Brown as private banking executive in Chicago

He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.

UBS APAC Wealth Co-Head Returns to Switzerland

He is believed to be returning to Zurich to remain with the Swiss lender though it is unclear what his new role will be.

Vistra appoints Jonathan Ferrara as Managing Director, Channel Islands

Jonathan has over 30 years’ professional experience in private banking, wealth management and corporate services.

Deutsche Bank is Hiring Latam Bankers in Switzerland

Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.

William Blair Expands Private Wealth Teams in San Francisco, Denver

Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.

Praxis invests in new Group Head of People role

Throughout her career, Grace has successfully managed and implemented complex human resources programmes and learning and development projects.

Executive Moves