Managers of Wealth

Advisor Group Welcomes Two Florida-Based Wealth Managers With Client Assets Surpassing $178 Million

Thomas P. Leinwol and D. John Ruffa Join Advisor Group through Subsidiary Securities America

Eminent data protection regulator to join leading Global law firm

Elizabeth will join Baker McKenzie in January 2022 and will be based in London, further bolstering the Firm's existing strong data privacy and cybersecurity and technology teams across Europe and globally.

Amundi Makes Senior Appointments

He previously held various roles at Standard Chartered Bank as an investment advisor and treasury specialist since 2010, as well as at DBS and Citibank.

Apex Group appoints Head of Corporate Solutions, Netherlands

Michiel has been promoted from the role of Commercial Director, Corporate Solutions which he has held since joining Apex, earlier in 2021.

Changes to the UBS Group Executive Board

Sarah Youngwood to succeed Kirt Gardner as Group Chief Financial Officer

SVB Private Bank appoints Head of Relationship Management

As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.

JPM Private Bank boosts Mexico team

He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.

Asset manager is expanding its workforce in Zurich

“We have always invested in our teams since Decalia was founded in 2014,” emphasized Sébastien Demole

Allfunds chief financial director resigns after one year in the role

He will remain in his role through early Q2 2022 to support an orderly transition.

Oppenheimer Names President

Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,

Tilney Smith & Williamson continues expansion

Neil has more than 30 years’ financial services experience and joins from Francis Clark Financial Planning where he worked initially as a Paraplanner and latterly a Financial Planner.

Deutsche Bank strengthens South-east Asia team with 3 key appointments

Tan and Tee report to Urs Brudermann while Darmawan reports to Ingrid Widjaya.

New London Representative for Guernsey Finance

He will be responsible for expanding Guernsey’s range of activities in the City of London, and ultimately throughout the UK, identifying opportunities for Guernsey financial services businesses.

GAM appoints Client Director

Christian Lorenz worked for Edmond de Rothschild in Geneva for more than twenty years

Brown Shipley hires Manchester director from Barclays

Georgia Breeze, a former financial advisor at Barclays Wealth Management, will join Brown Shipley’s Manchester office as a client advisor.

Change in the management of Valiant

Stefan Gempeler, Head of Products and Operations and member of the Executive Board, is leaving Valiant to reorient himself professionally.

Golding appoints new ESG Director

He holds a master in business studies and is a CFA with 16 years of experience in the investment business

Wilmington Trust Expands Boston's Wealth Management Team

These executive additions highlight Wilmington Trust's continued, positive momentum both in the Massachusetts and its other markets, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management

Reuss Private secures services from fintech guru

As the independent asset manager Reuss Private announced on Thursday, she has appointed Margaris to the board of directors of the holding company, in which the Aargau-based company is bundling its German business.

New manager for Valiant branch in Belp comes from CS

The federally qualified banking economist has had a long career in the financial sector.

Executive Moves