Managers of Wealth

Morgan Stanley Taps Its Treasurer as President of Banking Units

John Ryan to be president of firm’s two banking subsidiaries

Citi Private Bank makes Nedbank hire for head of UK wealth planning role

The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.

JP Morgan Private Bank fixed income selection chief exits

A senior fund buyer is leaving the group after more than 13 years.

Schroders Solutions continues to accelerate with new senior hire

He will join Schroders Solutions on 1 September 2022 as Head of Schroders Solutions Capabilities

Evelyn Partners continues South East expansion with Guildford financial planner appointment

The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.

Evelyn Partners announces to join as new General Counsel

Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management.

HL hires M&G Wealth's deputy CEO as head of advice

Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.

HSBC names new global head of wealth sales

The move will expand Boumalham’s current responsibilities as head of wealth sales for Asia Pacific at the bank, and he will continue to be based in Singapore.

Lowes Financial Management adds wealth manager

Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.

Boutique taps Liontrust manager to expand investment team

Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.

(SABB) Appoints Chief Retail Banking and Wealth Management Officer

He was the Regional Head of Retail Banking and Wealth Management from July 2016 to June 2018.

We’ve hired Kerry Constabile to lead net zero and sustainability strategy

Senior climate change leader joins after roles at Google and UN Secretary General’s office

BNP Paribas hires team from CS to boost WM arm

He also joined the executive committee of wealth management for Switzerland and emerging markets.

Hampden & Co hires from Adam & Co as Banking Director

In line with growing client numbers and strong financial performance, Hampden & Co has added to its banking, senior management, and support teams during 2022.

New financial planner joins Evelyn Partners Chelmsford office

Evelyn Partners’ further expansion in this region comes after financial planner Catherine Glennon joined its Cambridge office in July.

Recognise Bank appoints CEO

Highly experienced in banking and capital markets, Jean will lead the small business bank as it accelerates its digital development

Wealth Management Team Joins First Republic

Rutledge and Custodio were each named Managing Director and Wealth Manager.

Four Investment Banking Leaders Join Rockefeller Capital Management’s Strategic Advisory Group

The appointments were announced by Gregory J. Fleming, President & CEO, and James Ratigan, President of Strategic Advisory.

Impact boutique brings in squad with career station at CS

In the newly created position of Head of Corporate, Wholesale and Institutional Marketing, he will be responsible for overseeing the company's marketing activities to professional and institutional investors around the world.

First Republic Bank Named Chief Operating Officer

Cranston joined First Republic in 2013 as a member of its Private Wealth Management executive team, helping to grow assets under management from just over $40 billion to nearly $250 billion.

Executive Moves