Managers of Wealth

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.

Credit Suisse Names Wealth Executive as New Sustainability Chief - Memo

Switzerland's second-largest lender created a new division focused on sustainability and research in July 2020, earmarking 300 billion Swiss francs for sustainable financing over the next decade and creating its first executive-level sustainability r

Zurich AM hires executive board member from boutique

Maria Vogt also worked for Fisch Asset Management and Goldman Sachs.

Liontrust appoints new non-executive director

She extensive commercial and financial services experience to the Board

President & Chief Executive Officer of State Street Global Advisors to Retire

Taraporevala joined State Street Global Advisors in 2016

Inacta Group strengthens and expands its Venture Business

As of 2022 Inacta is strengthening its corporate governance and broadening the ownership structure

BNY Mellon Wealth Management Expands Miami Office with Five New Hires

As this wonderful city has evolved, we have positioned our Miami office to mirror the influx of diverse residents with the addition of Gina, Sebastien, Tamara, Jessica and Francesca

Wealth management firm grows by two

There is over 25 years of experience between the two new team members.

Ex-Citi Banker Leaves Family Office

He joined Citi’s private bank in 2008

Mathematician becomes President of Bank CIC Switzerland

With the appointment of Charpentier, Bank CIC emphasizes its focus on companies and entrepreneurs.

ZWEI Wealth appoints new partner

He takes care of customer mandates from private and institutional investors in Winterthur and the surrounding area.

Lombard Odier appoints new CEO for Europa Bank

Due to his many years of experience in various management positions in global companies, he has in-depth knowledge of the European business, regulatory and operational environment, as the Geneva-based private bank further announced.

Barclays appoints Duncan Beattie and Duncan Connellan as Managing Directors of Investment Banking Australia

Duncan Beattie and Duncan Connellan are outstanding additions to our Investment Banking team

Rockefeller Adds Ex-Morgan Stanley Team With $1.3B In Atlanta

The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.

Credit Suisse chairman quits

Under the leadership of Axel Lehmann, the Board and the Executive Board will continue to execute Credit Suisse’s strategy, driving forward the transformation of the bank.

CREALOGIX appoints two new Managing Directors for Central and Northern Europe

We are delighted to have been able to recruit two proven sales experts and managers

Quilter Cheviot Europe to establish financial planning service following new hire

Fahy joins the business from Brewin Dolphin Ireland

Industry heavyweight named as Charles Stanley CIO

Starts in January

Natixis Investment Managers Names Head of Diversity, Equity and Inclusion in the US

He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.

Executive Moves