Managers of Wealth

M&A advisory firm expands team

Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.

JPMAM trust appoints new Liontrust non-executive director

Mandy Donald is the trust's new NED

Guernsey Finance appoints new Strategic Advisor

Henry has also recently been appointed as an independent member of the new States Investment Board by the States of Guernsey’s Policy & Resources Committee

Former Foxconn Exec Rejoins Swiss Bank UBS

Tu is a former chief investment officer and vice president of Foxconn Industrial Internet, a subsidiary of the Taiwanese electronics manufacturing firm Foxconn.

LaSalle St. Successfully Recruits Two Independent Wealth Management Firms

Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.

Swiss Wealth Boutique Names Partner

The startup was co-founded in 2014 by former UBS chief economist Klaus Wellershoff.

Bern boutique appoints portfolio management head following founder’s retirement

There are two new members of executive management.

Head of BMO Private Wealth to retire

Andrew Auerbach will depart in the coming months after more than two decades with the firm

Former Goldman Sachs Senior Investment Banker Joins the Freedom Board of Directors

In 2010, Ms.McQueen started working at Amazon.com, INC. headquarters in Seattle serving as a senior financial analyst providing financial analysis and oversight for Amazon's financial operations.

Bäch IAM recruits portfolio management veteran from BNP Paribas

He previously worked at Credit Suisse, both in Zurich and Luxembourg.

Fintech Pioneer Says Goodbye to Swisscom

Hoehener will keep his roles as a consultant on the board of directors of digitalization consultant Ti&m

SEI Announces Leadership Change

SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services

Neal Gerber Eisenberg Adds Partner Frank Paolini to Private Wealth Group

He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.

Handover at Swiss Credit Research House

Pfister will stay active at the Zurich-based firm with a slightly reduced workload, the firm said.

HSBC Asset Management appoints ETF director

Ray Chan brings 20 years of experience in industry, specializes in investment advisory

Steward Partners Lures Another Wealth Manager from Wells Fargo

At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.

Franklin Wealth Management hires wealth analyst

At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.

BMO Family Office expands with key hires

That deal is good news for two new hires in the Palo Alto office of BMO Family Office

Merrill Revamps Wealth Management Leadership

Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.

Cambridge Trust appoints Chief Marketing Officer

Experienced marketing leader joins to drive branding of private banking and wealth management businesses

Executive Moves