Managers of Wealth

City law firm makes senior hire into private client team

Tague arrives at Druces as the latest addition to its respected International Wealth & Fiduciary practice.

WH Ireland head of wealth planning departs

WH Ireland’s head of wealth planning Christy Morrison has left after 11 years at the firm.

Fiduciary Trust International Continues Expanding its New York Office, Welcoming Maudie Long, CFA® and David DeStefano

Ms. Long holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society New York, and Connecticut Hedge Fund Association.

JTC appoints new leadership team as Dublin office opens

The Dublin office will work closely with JTC’s global offices.

Vontobel strengthens Zurich-based Wealth Management team for German-speaking Switzerland

The business economist Thomas Pixner, who already joined Vontobel on May 1, 2020, brings with him over 30 years of experience in advising wealthy private clients in Switzerland.

Intertrust announces new Global Head of Business Development for Private Wealth

His career has taken him to numerous countries and continents spanning companies including Citco and latterly IQ-EQ, working across Fund and Private Wealth management in both Hedge and Private Equity, Real Estate services.

Chinese billionaire Jack Ma resigns from SoftBank amid historic losses

SoftBank on Monday reported a 1.9tn yen (£14.7bn, $17.8bn) annual loss at its Vision Fund, and an overall operating loss 1.36tn yen for the group as a whole in the year ending March.

Carey Olsen adds to private wealth practice in Jersey

She is a highly respected Jersey advocate and someone who enjoys a great reputation in the local trusts and private wealth sector.

Close Brothers appoints Business Development Director

Chris joins CBAM with more than two decades of financial services experience, most recently working with intermediaries in the Midlands

Raymond James appoints a new Branch Principal of Royal Exchange

Stevens brings with him over twenty years’ experience in the wealth management industry most recently at J M Finn, with much of that time spent working closely with David Roblin.

Notz Stucki names WM head amid executive reshuffle

As well as wealth management, the company wants to develop its asset management business in the area by increasing efforts to promote and distribute its in-house funds.

ZEDRA appoints Managing Director, Malta

Rob has significant experience in different areas of the Marine and Aviation industry.

Zurich PB to cut up to 20 jobs

The institution currently employs 113 people in Zurich, including 27 on a part-time basis.

First Republic boosts NY team

Brian and Joseph have a long history of helping clients achieve their financial goals, and they share First Republic’s commitment to exceptional service.

SANNE strengthens business

Matthew has exceptional industry knowledge of markets, risk and regulations in addition to SANNE’s processes and product offering having successfully managed the Market Risk team prior to the promotion.

Wells Fargo names Corporate Responsibility, Philanthropy, and Sustainability leader

Wells Fargo recently received an “Outstanding” rating from the Office of the Comptroller of the Currency for its work in addressing underserved communities through the Community Reinvestment Act.

RBC Snags Nine-Person UBS Team Managing $600 Million

The wirehouse employs more than 6,000 advisors in the U.S.

Finantix appoints Executive Director, EMEA

Based in Switzerland, one of Finantix’s strategically important markets and home to many of its existing clients, Iselin will continue to report to Finantix Chief Commercial Officer, Christine Ciriani.

Quilter appoints Tim Breedon as non-executive director

He is also Chairman of Apax Global Alpha Limited and had previously served as executive chairman of the Northview Group.

Deutsche Bank appoints Kamran Khan as head of ESG for Asia Pacific

Previously Kamran established the World Bank Group Hub in Singapore and led the World Bank’s Infrastructure Finance Practice in East Asia.

Executive Moves