Managers of Wealth

Bill Vasilieff to step down as Novia Financial chief executive

As AnaCap completes acquisition and announces management changes

J.P. Morgan Loses $8-Mln Team to Morgan Stanley, Wins Merrill Broker in NYC

The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.

Evercore Wealth Management Appoints Director of Delaware Trust Services

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Neil Macdonald takes on newly created role at State Street

In this role, he built a consulting business focused on the needs of wealth and asset managers in Hong Kong Special Administrative Region (HKSAR) and mainland China.

Janus Henderson bond boss exits in ‘career break’

Maroutsos, who also co-manages Janus Henderson’s Absolute Return Income and Global Multi-Sector fixed income strategies, is set to leave the group on 1 October.

Credit Suisse Hires in Asian Wealth Unit

The new hires are in both Singapore and Hong Kong.

Wealthify makes two senior hires

As NED at Wealthify, Bhargava will draw on his decades of wealth, investment and technology entrepreneurialism to help accelerate growth of the platform.

Van Lanschot Kempen appoints Maarten Edixhoven as Chairman of the Management Board

Maarten will be appointed on 1 October 2021 as Chairman and member of the Management Board.

AMP Australia CEO announces new team to lead transformation of the AMP Australia business

The team has the capability and experience to drive the transformation of the AMP Australia business, and each has the attributes to lead a high-performance culture.

UBS Nabs $4.7-Mln Merrill Trio, BofA Private Bank Team on West Coast

The team in Roseville, led by brokers Jason Arnold, Tom Mulvaney and George Chuchas, left Merrill for UBS Wealth Management USA on Friday.

Industry Veteran Joins Mattioli Woods

Nigel joins Mattioli Woods from Platform Securities, where he spent the last 14 years, including the last 5 years as CEO.

Boutique hires French-speaking Switzerland head

She will also sit on the executive board and lead the company’s shared services department which includes legal and compliance, tax, IT, finance and controlling and internal services, the firm announced.

Key management changes at AMP Wealth

AMP Australia chief executive officer Scott Hartley said the move was designed to increase performance and add greater efficiency via a flatter structure.

Spearvest expands senior real estate team

His varied experience in the fields of valuation, investment advisory and investment management provides Spearvest’s clients with deep real estate knowledge and advisory capabilities.

J. Safra Sarasin Snaps Up Ex-Deutsche Bank Duo

J. Safra Sarasin is looking to hire, Chairman Juerg Haller told finews.asia two months ago.

Crestbridge appoints family office specialist as director

As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute

Former UBS Boss to Head Banker Lobby

He is better known as the man thrust into the CEO job at UBS 16 months before the Swiss wealth manager was forced to take a government bailout in October of 2008.

State Street Hires Ex-KPMG Executive for APAC

Previously, he was also the chief operating officer for J.P. Morgan Asset Management’s global investment solutions unit and chief operating officer for Blackrock’s EMEA institutional clients unit.

Ex-Prime Brokerage Head Returns to Credit Suisse

Separately, MENA head of equities Neil Hosie is also reportedly relocating to London and being replaced by Ryan Nelson.

Doubled business growth, a duo of promotions and a raft of new joiners at VG

Aaron Smith, who joined VG in 2018 with over ten years’ experience in finance and commercial property management, has been promoted to Senior Trust Officer.

Executive Moves