Managers of Wealth

ABN AMRO Bank intends to propose Marguerite Bérard as new CEO

The bank has identified a suitable candidate to lead ABN AMRO into its next phase of growth and success.

Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock

Jake joins Centurion Wealth Management, expanding the firm's advisory team.

Fiera Capital Promotes Paul de la Roche to Head of Private Wealth Canada

He will also retain his role as Senior Investment Counsellor.

Nomura hires former Deutsche Bank PB's emerging markets COO

The former Deutsche Bank COO veteran has joined the Japanese private bank, following in the footsteps of others.

Partners Capital Announces the Promotion of Two Partners and Five Managing Directors

Lenia Ascenso and Leslie Fitzgerald have been promoted to Partner.

Philipp Hildebrand leads Blackrock out of Climate Alliance

The move, which Philipp Hildebrand explained to clients, marks a change of course for the company.

Former Credit Suisse fund manager resurfaces at Julius Baer

Roger Wyss joins Julius Baer as a fixed income specialist after taking a year-long career break to travel.

Kingswood appoints ex-Succession Wealth executive as new CEO

He was previously chief commercial officer (CCO) at Aviva-owned Succession Wealth.

Titanbay Expands in Europe: Welcoming Manuel Noia as Head of Italy

Italy is a key market brimming with opportunities in private markets, and we’re ready to take it to the next level.

Homrich Berg, Synovus Bank beef up family offices with executive appointments

Two Georgia financial services companies have made executive moves in a key investment advisory niche — family office services.

Goldman Sachs names head of third party wealth in Apac Ex-Japan

The US asset manager has hired Sabrina Gan from Fidelity International.

HSBC Appoints ASEAN Private Banking Duo

In the role, he will report to Hammad Hashmi, market head for Singapore, Malaysia, and Indonesia at HSBC GPB.

Morgan Stanley to Hire More Asia Wealth Relationship Managers

The firm’s 140 relationship managers in the region could grow to 200 over the next few years, said Vincent Chui, head of wealth management for Asia Pacific.

SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

With the addition of Ms. Penta, the SCS leadership team advances its vision of providing innovative wealth management solutions to its clients.

Brown Brothers Harriman Bolsters its Corporate Advisory Team in Philadelphia

Alex Rohr is just the latest strategic hire by BBH in the mid-Atlantic region.

Julian Fosh retires from Liontrust after illness

The fund manager ends a 16-year career at Liontrust after recently suffering from a severe bout of illness.

Goldman Sachs AM hires Fidelity veteran as Asia wealth head

The US asset manager has recruited Fidelity International's former Southeast Asia head as head of third-party wealth in Apac.

Schroders names Philip Chandler Chief Investment Officer of Schroder Investment Solutions

Philip joined Schroders in 2003 and will maintain his current position as Head of UK Multi-Asset while also stepping into the role of CIO.

William Blair Names Stewart Licudi Head of European Investment Banking

Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe.

Rockefeller Asset Management Names Jai Jacob as Managing Director and Director of Investment Strategy

A highly accomplished investor with a wealth of expertise and global leadership experience

Executive Moves