Managers of Wealth

ERM Group appoints Global CEO

The Board welcomes Tom to the firm and is excited about the future that he will help develop for ERM and its clients.

Brewin promotes investment director to head up market analysis

She was previously global economist at Cazenove Capital Management

City AM hires Brown Shipley team for Cambridge launch

Paul Fox, Jason Armstrong-Butler and James Ross-Russell have been hired to expand CAM's services to clients in Cambridge.

Centura Wealth Advisory expands

The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota

Citi Appoints Asia Economist For Wealth Management Unit

He is tasked with providing thought leadership and policy analysis for the region’s key economies with a particular focus on China.

J.P. Morgan appoints Wealth Management in Miami

They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.

Wealth Management firm announces seven new shareholders

Continues to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.

Julius Baer strengthens its intermediaries business in Spain with a newly established team

The development of the Intermediaries Spanish market will be under the responsibility of the new team around Claudia Linares, who joined the bank in mid-January 2022.

BofA Realigns Leadership Roles in Wealth Management Unit

As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.

Deutsche Bank hires BofA's fine-art lending expert John Arena

He had also focused on art lending to UNHW individuals at Citibank's private banking division.

Mercer appoints new Head of Switzerland

He will be responsible for deepening existing private banking partnerships and securing new ones.

Kingswood appoints head of wealth planning

She will be responsible for leading the firm’s financial adviser teams in the Midlands and South of the UK.

Pennington Partners appoints new MD

He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels

Mirova appointments Director of Sustainability Research

She has held several positions, including that of co-head of the team from 2013 to 2020.

Singapore private bank hires DPM head

Grizelda Lee was previously head of asset management Asia at Indosuez Wealth Management.

Withers tech builds strengths with arrival of transatlantic venture capital partner Sarah Melaney

Sarah is an advisory board member of FutureWorldVC, a 180 strong community of ethical impact investors and is a scout for FiveThirteen, a non-profit organisation supporting gender diversity and climate action.

Quilter Cheviot adds to fund research team

The hire follows the addition of ESG and global equities specialist Yusuf Durmaz to the team in September and adds to one of the largest research teams in the industry, spanning the fund, equity and bond markets.

Standard Chartered Appoints Head of Ops and Tech

This follows current Group Chief Operating Officer, David Whiteing’s decision to leave the Bank and relocate back to Australia.

HSBC Asset Management hires global capability head for ETF and indexing

The appointment was effective January 11. Montanari is based in Hong Kong and reports to Guillaume Rabault, the chief investment officer for quant equities.

RBC Hires Advisors with $1 Billion in Assets in Hot Florida Market

RBC’s new hires are experienced advisors and each had been affiliated with Truist since 2016, according to BrokerCheck, the public database maintained by industry self-regulatory Finra.

Executive Moves