Managers of Wealth

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement

Escala poised for overhaul strategy

Two senior executives - co-chief executive Pep Perry and investment chief Tracy McNaughton - are expected to leave the firm in June.

Rathbones Asset Management appoints specialist to multi-asset team

He will work closely with Rathbones’ distribution and marketing teams to oversee client communications across all multi-asset strategies.

UBS Revitalizes Global Wealth Management Division with Strategic Reshuffle

This exciting development was revealed through an internal memo shared on Tuesday, jointly issued by the co-heads of Global Wealth Management (GWM), Iqbal Khan and Rob Karofsky.

Banque Cramer hires hedge fund expert as portfolio management head

Christine Ravioli has joined Banque Cramer in Geneva following roles at Union Bancaire Privée and Pictet.

StanChart Expands UAE Private Banking Frontline

He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.

Barclays PB hires from JPM PB for North Asia team leader

The bank has plans to double its headcount from around 10 currently.

Mirabaud hires RBC Wealth bespoke specialist for UK push

David Smith joins as director relationship manager to support the Swiss firm's UK wealth expansion.

Angeles Wealth Management Appoints Cameron Rogers as Partner

Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer

Julius Baer Guernsey enhances team with two promotions

Claus Trabold takes on a new challenge as an Executive Director at Julius Baer, while remaining a trusted Relationship Manager in the bank’s intermediaries team.

Hong Leong Bank taps Citi for new wealth COO

The bank has recruited a new head of operations and transformation.

Regions Wealth Management Names Paige Daniel Head of Highland Associates

Daniel brings nearly 30 years of investment experience to build on Highland Associates’ growth helping clients navigate all economic cycles to meet their investment needs.

Senior appointments as Titan Wealth brand launches in the Channel Islands

The rebrand coincides with the promotion of two Titan Wealth (CI) Limited directors

UBS Private Wealth Management Appoints Banker Lin Reynolds as Senior VP in New York

Reynolds worked as a banker for nearly 9 years at J.P. Morgan Private Bank in New York, holding the position of Executive Director

Geneva foundation adds EFG chief to board

The Geneva Financial Center represents the companies that operate in the financial sector across Lake Geneva.

HSBC Global Private Banking Announces New Desk Head for Australia, Japan, and International

Based in Singapore, Kapil will lead the growth and client coverage strategy for these key markets, reporting to Abhishek Mehrotra, Market Head, Southeast Asia International.

StanChart Appoints Asia Philanthropy Head

Scott Chang joins Standard Chartered as head of philanthropy, Asia, wealth planning & advisory

Crux founder Richard Pease joins Rockwood Asset Management

Pease founded the European equities team and launched and managed the top performing flagship funds for both Jupiter Asset Management in the 1990s and New Star Asset Management in the 2000s.

UBS names head of Manchester & North West

Bradley Russell, with more than two decades of wealth management experience, joins firm advising high-net-worth individuals & entrepreneurs

Schroders’ Jamie Fowler becomes head of UK wealth

Has been at Schroders since 2002

Executive Moves