Managers of Wealth

IAM names new CEO and CIO after sale to consolidator

Oliver Amstad has stepped down as CEO, a role he had held since co-founding the company in 2010.

Blackrock announces layoffs

BlackRock management announced layoffs in an internal memo.

LGT Wealth appoints 11 partners after Abrdn Capital deal

LGT Wealth Management has announced a raft of new partners, including four senior individuals who joined as part of its acquisition of Abrdn Capital.

NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team

Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm

BNP Paribas hires 20 private bankers for Asia wealth expansion

The hires over the past six months were across Hong Kong, Singapore and Taiwan

C. Hoare & Co. appoints 10th generation family member as newest partner

Abigail Malortie, a descendant of founder Sir Richard Hoare, is the 51st partner of the UK's oldest privately-owned bank

Churchill Asset Management Announces 2024 Promotions, Expands Operating Committee and Establishes New Executive Committee

Positioning the firm for continued growth, six senior professionals have also been added to Churchill’s Operating Committee

Former UBS Thailand market team head to resurface at DBS

Edwin Tan is set to join DBS Private Bank.

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Suzanne Casey to Co-Lead Team Dedicated to Wealth Management Clients

Mattioli Woods continues to enhance its investment proposition

As announced in November of last year, Dean Cheeseman has been appointed as Managing Director of Client Investment Solutions.

Geneva IAM appoints first partner since 2009

David Petulla told Citywire it is important for EMC Gestion de Fortune to keep its sentimentality.

BCV hires Credit Suisse Romandy boss and restructures private bank

The new centre of competences private banking division brings together a range of specialists who complement private banking in one division.

Edwards-based wealth management firm adds two new members to the team Aprisent Financial Group now has four advisors

Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management.

HSBC Asset Management Appoints Asia CIO

Previously, he also worked at the Bank of England and the International Monetary Fund.

Saltus appoints new COO for next phase of growth

The company said the new hire will accelerate its ambitious growth plans, which include driving the development of the Saltus Partnership Programme.

World Trade Center Utah appoints J.P. Morgan Private Bank Director to Board of Directors

WTC Utah and JPMorgan Chase have had a decade-long relationship that focuses on supporting Utah companies

HSBC appoints new Head of Global Private Banking in Channel Islands and Isle of Man

Prior to his most recent role as Managing Director, Global India, MENA and Europe for HSBC GPB based in Singapore, he was Head of Trust and Fiduciary Services, Channel Islands and Isle of Man.

Arbuthnot appoints new head of executives and professionals

Within her new role, Carolyn will lead the team to develop the proposition and strengthen connections with existing clients.

Brooks Macdonald’s ex-football pro seals Rathbones transfer

Former West Ham footballer Matthew Fry joins Rathbones’ London office as an investment director, following six years at Brooks Macdonald.

RBC nabs $610M team from Truist

The Cypress Group will operate out of RBC's office in Wilmington, North Carolina

Executive Moves