Managers of Wealth

Europi Property Group has appointed James Tootell as Asset Management Director

Prior to Elite, James was Asset Management Director – North at Telereal Trillium, where he spent over 16 years.

Sesame Bankhall Group appoints new Chief Operating Officer

He replaces Richard Howells who left the business earlier this month to take up a new role elsewhere in the industry.

Credit Suisse Nets China Banker

He worked at Mirae Asset Securities for over 10 years as team head of Greater China investment banking coverage.

Morgan Stanley Investment Management Appoints Michael Levin as Head of Asia

Previously, he spent a decade with Credit Suisse in various senior roles including Head of Asset Management for both Asia Pacific and the Americas.

Jupiter swaps Nash for Bezalel on top performing bond fund

The firm is also closing a European fund with dwindling assets and changing the benchmarks of several strategies.

Walker Crips hires Kleinwort Hambros private banker for key role

Alan Kinnaird takes on the role of business development manager at Walker Crips after three years with Kleinwort Hambros Private Bank.

Northern Trust Appoints Patrick Cowan Chief Banking Officer for the West Region

Prior to that, Patrick was a partner at Northern Trust on the corporate banking team in Chicago and spent more than 15 years in commercial banking.

Investec W&I hires charities investment director from Brewin Dolphin

Ian Burrows joins from RBC Brewin Dolphin, where he was head of charities in the midlands.

Fulcrum appoints three partners

Patrick Forde, Gerin Tertilt and Filippo Cartiglia take the total to 18

Non-Executive Director joins Integritas Wealth Partners

She has a broad perspective on investments and a detailed understanding of regulation, governance, family dynamics, business development and ESG issues.

Jim Wood-Smith to retire

Simon Reynolds appointed Head of Research

IEQ Capital Strengthens its Family Office with Strategic Hire

Olsson joined IEQ Capital in 2021 to enhance its Family Office offering, and she continues to serve clients from the firm's San Francisco Bay Area office.

Merrill Names New Head of Private Wealth Management

Greg McGauley to serve as head of Merrill Private Wealth Management, International and Institutional.

Vontobel Nabs JP Morgan Banker for Latin America

Vontobel is hiring Emilio Muñoz in Geneva to lead the wealth management team for Latin America, it said in an emailed statement Monday.

Evelyn Partners bolsters Newcastle professional services senior team with tax director appointment

He joins Evelyn Partners from PwC where he spent four years working in its private business tax team and latterly leading the North East Innovations relief team.

Morgan Stanley CEO Stepping Down, Among Last From Era of Great Financial Crisis

Only a handful of CEOs at large U.S banks during the 2008-09 crisis remain in their jobs

Credit Suisse wealth chief for central Europe to exit

Several team members are leaving with the team lead two months after the announcement of the merger with UBS.

David Reynolds Named St. Louis Market Leader For PNC Private Bank

In addition to serving Greater St. Louis' high-net-worth individuals and families, Reynolds and his team lead the local delivery of services for PNC Private Bank Hawthorn

Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY

Paul L. Cuneo joins UBS as a Managing Director and Financial Advisor, bringing nearly four decades of experience working in financial services.

UBS bolsters offshore team with new product manager

UBS has appointed Patrick Kelly as its new offshore product manager.

Executive Moves