Managers of Wealth

Withers' new partner promotions boost California, Singapore, Tokyo and London

These appointments reflect the equal importance of our three key geographical regions and how our clients around the world are seeking expert advice in the management of private capital, wealth succession and the skilled resolution of problems.

Julius Baer loses advisor to German family office

There he managed family office mandates and advised professional investors.

Schroders appoints Global Head of Real Estate

Sophie also served as a member of CBRE Global Investors' Global Executive Committee and Global Investment Committee and as chair of the European Executive Committee and European Investment Committee.

PM+M appoints new director in wealth management team

James joins PM+M from Mattioli Woods (previously Taylor Patterson) where he was a senior consultant. He has also previously worked at RSM Tenon and Nationwide Building Society.

Standard Chartered bolsters Sustainable Finance team in Hong Kong

The expansion of the team follows the release of its Impact Report,

IQ-EQ Guernsey names new client services director

Having returned to Guernsey at the end of 2020

Gentwo Appoints Fintech-Guru to Its Advisory Board

In the first edition of the International Comparative Legal Guide to Environmental, Social & Governance Law 2021, Peter Stapleton, Ronan Cremin and Jennifer Dobbyn provide a comprehensive insight into ESG law in Ireland.

SJP director of investments appointed chair at Rowan Dartington

Part of SJP Wealth Management Group

Morgan Stanley to name private wealth management boss as HR chief

Crawley, who has been with the U.S. bank for nearly three decades, will replace Jeff Brodsky, who will take over as the vice president of the company.

Amundi appoints head of liquidity solutions

She has also held roles in the French civil service

Swiss equity boutique appoints fund manage

It has also hired another member of the management team.

Ex-Barclays Private Banking Heavyweight Resurfaces

Haider is a 20-year private banking veteran and was previously the Southeast Asia head of private wealth with J.P. Morgan.

Martin Gilbert joins River and Mercantile as Deputy Chairman

He is currently Chairman of Revolut Limited and Senior Independent Director at Glencore PLC, as well as Chairman of Toscafund.

Aviva Investors' Munro joins Newton as CEO

Munro is replacing Hanneke Smits who stepped down from the role in October to become head of BNY Mellon Investment Management

Wealth management firm adds three non-executive directors

The new appointments follow the recent appointments of Ravi Tara

Aegon Asset Management appoints Head of Inclusion & Diversity

Hudson joins Aegon AM from Invesco where she was EMEA Head of Diversity & Inclusion since 2018, establishing the company’s extensive I&D programme.

Top Banker Leaves Genevan wealth manager

The move follows a shakeout initiated last year with the entrance of heavy-hitter Fong Seng Tee last year.

Fiduciary Trust International Appoints Washington, DC-Based Regional Managing Director

Mr. Powell is a past president of the Washington, DC Estate Planning Council. He graduated from The College of William & Mary with a BA in Economics.

BNY Mellon Wealth Management Announces Senior Client Strategist in Dallas, TX

Charmaine earned a Bachelor of Science degree in Finance and Accounting from New York University's Stern School of Business.

Baker McKenzie appoints Global Chief Operating Officer

She will take up her new position with effect from 1 February 2021 and will remain based in London.

Executive Moves