Managers of Wealth

Homrich Berg Taps Ex-J.P. Morgan Private Banker for Director Role

Lauren Vick Burthey started her role as a director for Homrich Berg’s family office division in June.

NatWest CEO Alison Rose steps down over Nigel Farage row

Paul Thwaite will temporarily take over as CEO following Rose’s resignation over the closure of the former Ukip leader’s Coutts account.

Scotiabank appoints RBC executive to head global wealth management unit

Allard joins from Royal Bank of Canada, Canada's biggest bank, where she led the mortgage, unsecured lending and automotive businesses in addition to the bank's Caribbean banking and U.S. cross-border banking business.

Citizens Names Head of Citizens Private Bank

She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.

Former Credit Suisse LatAm private banker joins JPM Miami biz

Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.

JM Finn operations head retires after 21 years

Todd Babington, who joined JM Finn five years ago, is replacing veteran Frank Reardon as the latter retires from operations head role.

ZKB Attracts Research Expertise from Credit Suisse

Zuercher Kantonalbank is one of the few Swiss banks that still provides broad-based equity research in-house.

Julius Baer nabs Credit Suisse UHNWI specialist

Conrad Bruggisser worked at Credit Suisse for 20 years.

Indosuez appoints head of global wealth structuring in Switzerland

The former head of wealth planning at Credit Suisse, Bruno Morlain, assumed the new role on 1 July.

Close Brothers makes eighth senior Investec W&I hire of 2023

Nic Heath joins Close Brothers’ Birmingham office as senior investment director, becoming the firm’s eighth hire from Investec W&I this year.

JTC boosts European team with Switzerland hire

JTC has bolstered its European Private Client Services (PCS) team by appointing Helena Storiohann as a director in its Geneva office.

Mercer appoints first Wealth Pacific chief

This move saw Mercer integrate BT Super's personal and corporate superannuation offerings, and incorporate Advance Asset Management into its portfolio.

Blackrock Names Wealth Duo in Asia

Previously she also worked at BNP Paribas Asset Management, Schroders and Russell Investments.

Flagstar Bank expands private banking business with the addition of six teams formerly with First Republic Bank

These six teams are regarded as among some of the best in the industry.

OCBC's Ng takes on new chief sustainability officer role

Ng, currently the bank’s head of sustainability office, global wholesale banking, takes on the new role on 1 August.

Stonehage Fleming announces series of promotions in the UK

Within Investment Management, James Cook has been promoted to Director

Stonehage Fleming Announces Promotions Across Europe

These promotions across our European offices showcase the exceptional talent and dedication within Stonehage Fleming

Lombard Odier subsidiary appoints head of nature and climate

Morten Rossé has joined HolistiQ Investment Partners from Systemiq.

Swiss Fund Platform suddenly replaces CEO

Urs Keller was replaced temporarily by Christian Bucher

Goldman Sachs CEO David Solomon brings ally Thomas Montag on board of directors

Montag left Goldman Sachs to join Merrill Lynch in 2008, which was then taken over by Bank of America during the throes of the financial crisis.

Executive Moves