Managers of Wealth

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS

Eton Advisors Welcomes Industry Veteran Brian Hughes as New President

With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.

Quilter Financial Planning appoints senior relationship manager to enhance AR development

She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.

Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals

New York-based Bomar will join the German lender in July,

Pictet AM Adds Investment Manager in Hong Kong

She brings a wealth of investment expertise and knowledge in global sectors.

Investment solutions chief to exit GenTwo

Theodoros Giannakopoulos is leaving GenTwo at the end of June.

Investec Real Estate promotes Goolab to private client lending head

Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.

Pictet WM recruits Pimco partner to head investment offering

Géraldine Sundstrom has also worked as a portfolio manager at Brevan Howard and Moore Capital Management.

RCBC appoints new head for wealth management group

RCBC said the appointment may still be subject to Bangko Sentral ng Pilipinas or other regulatory approvals.

Julius Baer Guernsey appoints New Head of Booking Centre

After working at ABN-AMRO for 12 years, Sonia began working at Julius Baer in 2012, where she has been since.

Canaccord appoints David Muncaster to newly-created group head of distribution role

Muncaster moves from role as head of distribution

Group CEO Noel Quinn to retire

The Board has begun a formal process to find a successor

Change at the top of the VECO Group

He joins the Board of Directors

Close Brothers makes its 20th Investec Wealth hire

Tom Squire will join the firm’s London Mayfair office as senior investment director.

Cazenove Capital announces appointment of new Portfolio Director

Harry Jack joins Cazenove Capital following a career spanning 19 years at Schroders

Former Lombard Odier CIO resurfaces with advisory effort

Stéphane Monier launches new operation to help guide family office investments.

Value Partners CEO Resigns

Wong has three decades of experience and first joined Value Partners in 2021.

Banque Heritage names new chair in board update

The private bank also announced an uptick in profits.

Royal London Asset Management announces team restructure

The funds will continue to be managed in line with their objectives and restrictions.

Edmond de Rothschild increases presence in real estate investments

Edmond de Rothschild has hired three experts to develop its real estate investment management offering in Europe.

Executive Moves