Managers of Wealth

First Republic boosts Los Angeles team

Dominique and Isaac are part of our terrific wealth management team in the greater Los Angeles area that offer a comprehensive range of wealth management and banking services.

Sir Ian Cheshire: the ex-Barclays boss eyeing BT's chairman role

The retail veteran vying for a top role at the telco talks lockdown life, the fate of high streets, and why BT's headwinds are behind it

Wells Nabs $5.3-Mln Merrill Team in TN, RBC Hires New Jersey Duo

The group, who moved on Monday, according to BrokerCheck records, had overseen $680 million in client assets.

AssetCo seeks AIM capital raise as Gilbert named chairman

Peter McKellar and Tudor Davies to join board

Banque Profil de Gestion nominates new chairwoman

Geneviève Berclaz will be nominated at the next general meeting next month.

Cantonal bank hires Pfäffikon private bank head

Adrian Heer had been deputy head of private banking for the region for more than a year.

Crestbridge appoints, Governance Services Director

Prior to joining Crestbridge, Carol Ann was the Executive Director and the Head of the London office for an independent fund, corporate and trust administration firm.

Banque Profil de Gestion nominates new chairwoman

Geneviève Berclaz will be nominated at the next general meeting next month.

J.P. Morgan Wealth Management Unveils Plan to Boost Diverse Advisor Hiring

Commits to hire 300 Black and Latinx advisors by 2025

BNP Paribas Appoints Real Estate Co-Heads for APAC

In addition to a hierarchical reporting line to head of BNP Paribas Real Estate’s international investment group Larry Young, Siew will operationally report to Singapore branch CEO Joris Dierckx and Brummer to Hong Kong branch CEO Hugo Leung.

Three promotions in Credit Suisse's Guernsey office

Credit Suisse is pleased to continue to support them on their career journeys.

Brown Advisory hires trio to lead new global sustainable fixed income team

Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base

RBC Recruits Merrill Lynch Team With $240M In Assets

Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.

AHR Private Wealth appoints new Global Property Director

The appointment is the next step by AHR to add the offering of a property division, expanding the services available to its network of advisers and clients alike.

Tilney Smith & Williamson names new Chief Operations Officer

He joined Tilney Smith & Williamson from FTSE 100 utilities group Centrica where he served as Chief Consumer Digital & Information Officer.

RAM Active Investments hires CEO as two founders exit

He will succeed Thomas de Saint-Seine, who is also one of the company’s founding partners.

IQ-EQ appoints new Head of Transfer Agency in Ireland

Conor’s appointment comes in line with the recent launch of IQ-EQ’s Funds business in Ireland

IQ-EQ names Chief Commercial Officer for Guernsey

This news comes hot on the heels of his return to Guernsey

Equiom appoints Group Head of Private Wealth

He will also be a member of Equiom’s Executive Committee.

Investis Appoints CS Board Member

In addition, Thomas Vettiger, already a member of the board of directors, is to become the new chairman of the board.

Executive Moves