Managers of Wealth

Private Banking Veteran to Join BOS' Board

Tee Fong Seng will become a member of the board of directors at Bank of Singapore

Brown Shipley strengthens Leeds office with appointment of new Wealth Planner

She specifically supported on estate and succession planning as well as pension and retirement planning.

Federal Council appoints new member of FINMA Board of Directors

The Board of Directors is responsible for FINMA's strategic leadership and for business management tasks.

Two wealth managers exit James Hambro & Partners’ Leeds office

Ed Binks and Ed Marsden, key figures in establishing the Leeds office, are to leave the firm in the New Year.

Brooks appoints business head in double Rathbones hire

Ben Johnson and James Goward take up newly created business posts at Brooks Macdonald after each spending a decade at Rathbones.

Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP

The LTIP, approved by the board two years ago, was designed to open Novum’s capital to both existing and new partners.

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

Abrdn names tech chief for investments unit in latest appointment under Jason Windsor

Alain Courbebaisse will take on role in the new year

Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers

Bank cites ‘impermissible’ transfers, improper communications

Leadership changes at Cetera as Taylor prepares for retirement

Firm names wealth management successor and a new hire.

Iress bids farewell to wealth CTO

Anthony Gerrits first joined the technology firm in July 2018 as its head of technology delivery for portfolio.

MFS adds to its EMD team

The US investment manager has hired a former Columbia Threadneedle emerging markets debt specialist.

The Openwork Partnership hires CFO from Rathbones

The appointment follows the recent announcement that Bain Capital has committed to make a significant minority investment in Openwork.

Christian Schüpbach becomes new head of the Market Services Department

Christian Schüpbach joined BEKB two years ago and has headed the Strategy & Innovation department since then.

Billionaire Dyson’s Family Office Hires Ex-Amundi Stock Picker

They asked not to be identified as the details are private.

Bellevue’s Highland Private Wealth Management Firm Announces New Co-Presidents

In his new role, Thomas will be responsible for overseeing companywide marketing and growth objectives, brand development, client experience, and people operations.

Artemis wins Invesco’s underperforming UK small-cap trust

The trust’s shares soften 1% as the board announces Artemis’ surprise appointment, persuaded by lower fees, a strong track record and the promise of significant skin in the game.

José Bandera Joins the Wealth Management Division of BTG Pactual

Bandera has been working with the Wealth Management division of the Brazilian institution since November, based in Miami, Florida.

Natixis IM Appoints Regional Head of Wealth

Based in Singapore, he reports to Dora Seow, CEO, Natixis IM Singapore.

Heinz Huber becomes new president of the Graubündner Kantonalbank

Heinz Huber was chosen because of his many years of proven experience in the financial sector.

Executive Moves