Managers of Wealth

Pershing’s Mark Tibergien to Retire at End of May

The company liked his work so much that it hired him to run the business in 2008.

Lombard Odier boosts convertible bonds team

Festa brings in-depth experience of credit analysis, security selection and risk mitigation to the team.

At UBS, An Ally Awaits Ralph Hamers

How Hamers plans to replicate this approach at UBS, where the average age in top management is 56, remains to be seen.

Wells Fargo AM strengthen European presence with five new senior hires

Each of these hires brings experience, expertise and perspective that align perfectly with where we are looking to build deeper connections with our growing client base.

Raymond James Nabs $190M Bank Unit

This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.

Partners Group proposes board of directors member as two exit

Partners Group has its headquarters in Zug and has CHF 89.5m in assets under management.

Jay Goffman joins Rothschild & Co as a Vice Chairman, Global Advisory North America

Jay is a global authority on restructuring

Sanlam hires from Charles Stanley as Brighton head retires

Sanlam UK has hired Lydia MacDonald as a portfolio manager in its Brighton office, as its current Brighton boss Tony Gammon is set to retire in April.

Eddie Clarke named as Brewin Dolphin Ireland’s next chief executive

UK investment firm’s Irish unit is also set to get a new deputy chief executive

Amar Joins Fiduciary Trust as VP and Trust Counsel

Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.

JHC hires Head of Cloud & Operations to deliver SaaS solution for wealth managers

The industry is waking up to the potential of Cloud and it’s essential that we continue to provide our clients with access to cutting edge digital innovation and technology.

Consolidator bolsters team with rival talent

Kingswood hired Harriet Griffin as its chief operating officer, who formerly held the same role at Charles Stanley in its private client investment management team.

Amati Global Investors boosts sales team

Thomson will work closely with Head of Sales, Rachel Le Derf and Jonathan Woolley

J.P. Morgan Poaches Family Office Head

Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.

UBS Snapped Up New CEO Before Rival Could

HSBC, by contrast, unveiled a new strategy but maintained its interim CEO while apparently continuing to search for a permanent replacement.

Evercore Wealth Management promotes two to Partner

Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.

Julius Baer announces new board members

All other current members of the Board of Directors will stand for re-election.

Morgan Stanley Nabs $14-Mln UBS Trio, $2.9-Mln JPMorgan Duo

Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting

Evercore Wealth Management Promotes Partner

He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.

Indosuez appoints head of professional clients

Jacob-Nebout said: ‘Peter Schmidli's front line experience, combined with his extensive operational knowledge, will allow him to support the teams."

Executive Moves