Managers of Wealth

Multi family office names head of estate planning

This is a newly created role and Hélie’s appointment is effective immediately.

J. Safra Sarasin Snaps Up Ex-Deutsche Bank Duo

Both were prominent managing directors at Deutsche Bank until a shuffle late last year following the hire of top UBS banker Sofia Sool last spring.

Mirabaud Boosts Spanish Market With Key Hire

Garro's hire fills a hole left when long-standing Mirabaud partner Antonio Palma departed two years ago.

Wells Fargo Wealth & Investment Management names Head of Advice Enablement

Varner to help develop the vision and execution for how advice is delivered across WIM

Brothers Managing $460M Exit Wells Fargo For RBC

hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.

C Hoare hires senior banker in Bath for regional expansion

He will report to senior private banker Peter Gale

UBS AM loses Hong Kong head to KKR

The head of asset management for the Swiss bank is leaving to join the private equity company and help expand its outreach to wealthy individuals.

Mercer Expands China Wealth Business

According to the firm, increased access to China’s financial markets has created new opportunities, particularly with regard to sustainability.

BNY Mellon Wealth Management Names Senior Client Strategist

Bryce is based in Tampa and reports to the Market President, Sean Maguire.

Saffery Champness partner with world champion Mike Conway

Mark Blundell, CEO of MB Partners comments: “It gives me great pleasure to once again extend our relationship with Saffery Champness,”.

Informa Connect Hires for New Wealth Management Leadership Role

Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion

Hong Kong bankers are leaving Chinese firms after bonuses

The bank has been investing heavily in mainland China after the Chinese government scrapped caps limiting foreign companies taking full control of local operations.

Mirabaud taps C. Hoare and Julius Baer veteran for UK wealth drive

Mirabaud is focused on navigating clients through the constantly evolving landscape by developing solutions that harness long-term themes and build a long-term wealth legacy.

BNP Paribas appoints CEO of BNP Paribas Asset Management

Under his leadership, BNP Paribas Asset Management has become a global leader in sustainable investment.

Edmond de Rothschild Hires at Real Estate Unit

The hire underpins the Swiss bank's expansion plans for the unit, dubbed REIM and with 3 billion Swiss francs in assets ($3.28 billion).

London law firm adds to Private Client team

Manekporia joins from Bryan Cave Leighton Paisner, where she spent more than 11 years.

WHEB Asset Management expands team

Victoria also serves as a co-chair of the CFA Special Interest Group for Impact Investing, participated in ASI’s diversity network, and was involved in numerous young professional & women’s initiatives in finance.

Geneva IAM hires PM ‘to develop fund range’ and recruits private bankers

There are five new hires at Alias Partners.

EdR appoints CS veteran as real estate head of German speaking Switzerland

Edmond de Rothschild manages over CHF 12bn in real estate assets globally, and has over 120 staff working in this field.

Swiss Wealth Boutique Rejigs Top Management

Bruellan is also naming managing partner Gaetano Zanon as its head of asset management and Jean-Paul Tissières, also a managing partner, as co-head of investments.

Executive Moves