Managers of Wealth

Brooks sales boss follows Gumpel to Aubrey Capital

Simon Pinner will join former Brooks Macdonald colleagues Jon Gumpel and David Neilson at the Edinburgh-based boutique

J.P. Morgan Nabs Veteran Merrill Private Wealth Exec

The move reunites Colavita with J.P. Morgan Advisors CEO Phil Sieg

Cresset Hires J.P. Morgan Private Banking Team

The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.

Technology Banker Returns to UBS

He will be back at UBS next month.

Sandstone Taps Wealth Manangement Veteran

He held senior positions at J.P. Morgan, Saudi International Bank, Strathclyde Pharmaceuticals, UBS and Credit Suisse.

Credit Suisse Strengthens Greater China Unit in Singapore

Huang has been appointed market leader and Wu has been appointed team leader.

Northern Trust Strengthens South Florida Wealth Management Team

He is an industry veteran who will leverage his extensive connectivity in South Florida to elevate our wealth management team and deliver exceptional solutions to our clients.

Bank of Singapore appoints Global Head of Wealth Planning

He reports to global head of products Lim Leong Guan.

digital wealth platform Hires Ex-Deutsche Bank MD

He will be tasked with driving growth, providing leadership for advisory and investment solutions

PwC plans 100,000-person hiring spree over five years

Audit and consulting firm’s $12bn investment plan emphasises ESG advice for clients

RAM AI founder joins VC firm

He was the founder and CEO of RAM Active Investments, but his departure alongside fellow founding partner Maxime Botti was announced earlier this year.

C. Hoare & Co. appoints a new CEO

C. Hoare & Co. appoints Diana Brightmore-Armour as CEO

Brown Shipley appoints new Chair

Kath Cates sits on a number of boards, including Columbia Threadneedle.

RBC Promotes Virtual Hiring Wiz to Head of Recruiting

Dolan replaces Kristen Kimmell, who took over the role just two years ago and has left the Minneapolis-based firm after more than 27 years, according to an RBC spokesperson.

Lombard Odier Investment Managers appoints Head of UK Wholesale

In her new role, Selina will be responsible for driving the growth of LOIM’s UK wholesale franchise and strengthening the firm’s distribution proposition for intermediaries including private banks, financial advisors and wealth managers.

James Hambro & Partners appoints financial planning director

The firm has also appointed Nick Ryder as business development director.

Tilney Smith & Williamson bolsters planning team in South East

“Over nearly three decades as adviser he has built strong relationships with both individual and corporate clients.

Yapeal Hires Former Credit Suisse Executive

The neobank is hiring a former Credit Suisse banker in a key management role.

Wilmington Trust Hires Bobby Weil for Growing U.S. Loan Agency Business

With almost 20 years of experience in the financial services industry, Weil most recently served as a Senior Sales Executive at FIS Global.

GAM makes EMD hire as Asian bond manager departs

Walid Bellaha comes from J.Safra Sarasin and will focus on the Asian Income and Diversified Income Bond funds.

Executive Moves