Managers of Wealth

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.

Raymond James recruits five-person Morgan Stanley team for int’l unit

The team now forms part of the Raymond James’s South Florida

Clarion announces the appointment of another two ‘home-grown’ partners

She was promoted to senior associate in 2016 and became a legal director in 2020.

GBST appoints global head of product innovation

Prior to that, he spent nine years working for Bravura and eight at DST Global Solutions (now SS&C Technology).

Deutsche hires Credit Suisse bankers to expand Swiss-based LatAm unit

German bank scales up wealth management team serving Latin American clients from Switzerland.

UBS Wealth Management Veteran Joins External Asset Manager

He joins the firm with over 30 years of experience in the financial industry and has been in Asia for the past 23 years.

BIL Suisse expands M&A expertise with ex-UBS and CS bankers

Primus is to become a central link between the areas of wealth management and corporate & institutional banking

JPM boosts LatAm private banking unit with new Colombia hire

Juan Andrés Gutiérrez Bacci is joining from Colombian investment bank Visum.

Dynasty promotes two in wake of executive departures

The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.

StanChart WM’s managed investments head resigns

Connie Sin has resigned as managed investments head, less than a year into the role.

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum

Executive Moves