Managers of Wealth

UK wealth manager appoints industry heavyweight to new role

After stepping down as CEO he remained in a client facing role as Client Director for over 18 months.

Quilter appointments CEO of multi-asset investment business

Hambi’s appointment adds to Quilter Investors’ existing investment capability and follows other recent hires including Helen Bradshaw and Ian Jensen-Humphreys, further strengthening the investment team.

UBS hires investment firm's interim CEO to be Australasia equity co-head

He is also interim CEO of investment management firm Heal Partners.

Syz multi-asset head receives co-PMs across four Oyster funds

He will contribute his fixed income expertise and has been senior portfolio manager at Syz for more than 13 years.

RBC Hires $500 Million-Asset Morgan Stanley Duo

RBC Wealth Management-U.S. employs about 2,000 brokers. Morgan Stanley, which last month said it will expand its wealth business into Canada, has more than 15,000 brokers.

Raymond James hauls in 9 wirehouse advisors with $825M

The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.

Wells Nabs Two UBS Teams Producing $11 Million

The Freeman team, which includes at least four client service and wealth management associates, are reuniting with Greg Spears, a former UBS advisor who left to become Wells Fargo Advisors’ Kansas market manager in 2015.

ZKB Poaches Veteran Credit Suisse Banker

ZKB Seeks New Private Banking Head

Smith & Williamson Announces 22 Partner and Director Promotions

The combined group will be known as Tilney Smith & Williamson upon completion and will be the UK’s leading integrated wealth management and professional services business.

Cantonal bank hires Credit Suisse veteran as PB head

She previously also worked at Credit Suisse for over 17 years in a variety of roles including head of products and investment services.

SYZ Group strengthens board by appointing an innovative Wealth Management leader with a strong digital pedigree

In her role, Marlene Nørgaard Carolus will contribute to the business strategy as the Swiss banking boutique embarks on its next phase of growth, following a transformative year.

Santander PB Brazil boss bolts to XP to launch UHNW team

‘XP’s Private project is at its best moment in history.

Tareno appoints new CEO and chairman

The current Board members Oscar Battegay and Thomas Bucher were re-elected.

Deutsche Bank names Roberto Parazzini as new Italy head

Deutsche Bank said it had also appointed Serdar Oezkan as chief financial officer for Italy, replacing Carmine Di Martino, who will leave the bank.

Premier Miton hires Merian fixed income trio after Jupiter shake-up

Lloyd Harris will become head of fixed income at Premier Miton as the group eyes up new fund launches.

U.S. Bank Names New Head of Private Wealth

Veteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.

Hightower names Chief Investment Strategist and Portfolio Manager

Prior to joining Nuveen, Link spent six years as Chief Investment Officer at The Street and was co-portfolio manager of Jim Cramer’s Charitable Trust.

Boodle Hatfield adds partner to private client team

Bennett is also qualified as a chartered tax adviser and is a member of the Chartered Institute of Taxation.

SANNE appoints new Business Development Director in Luxembourg

He has considerable experience in international M&A and senior leadership roles, including three years as CEO in the financial services industry.

SocGen names global markets sales head for Switzerland

Enrico Vietti’s extensive experience in financial markets and international clients across regions will be key to pursue the development of the Swiss franchise.

Executive Moves