Managers of Wealth

Family Office Exchange Bolsters Family Business Expertise with New Leadership Addition

She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.

Morgan Stanley, UBS Shuffle Managers on East and West Coasts

Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.

Indosuez Switzerland’s head of WM replaced

Before moving to Indosuez, she spent nearly 15 years at BNP Paribas, most recently as head of development and innovation.

Criterion appoints head of specialty services

She is also one of the most respected female adjusters around who has consistently delivered for her insurer and broker clients.”

Leonne van der Sar announces departure from Van Lanschot Kempen

We wish her every success in the future.

Kames Capital adds to UK wholesale distribution team

Beck joins Kames from Oxford Capital

Retirement of Brewin Dolphin's Chief Executive

Chairman Simon Miller thanked Nicol for his “outstanding contribution to Brewin Dolphin’s success”.

LOIM boosts sustainability team as CEO says ‘trillions of dollars are at stake’

They will join the team led by Christopher Kaminker, who was hired in July 2019.

JH&P hires new team and opens first regional office

The duo will set up a new office in Leeds.

Julius Baer Boosts in Hamburg

Vorderberg was hired as a team head, while Pasternak is an investment specialist.

GAM appoints Charles Naylor as its new Global Head of Corporate Communications and Investor Relations

Charles has led communications teams, with diverse cultures and languages, in highly regulated international organisations across multiple jurisdictions across six continents.

BlackRock hires new ESG head in reshuffle

She will also lead the development of a new climate risk technology.

Deutsche Oppenheim Family Office appoints chairman

He has excellent knowledge and extensive experience in business with wealth customers

Banca Sella appoints business development manager

Kraus brings to Banca Sella experience in the business development field.

Schroder Adveq Strengthens Board

Georg was appointed Schroders Global Head of Private Assets last year and is focused on developing and executing Schroders’ private assets growth strategy on a global scale.

Butterfield Names New Group Head of Trust, Announces Management Appointments

Ms. Pearce will be based in Guernsey.

JM Finn hires former Cazenove wealth planner

The firm's hire spree continues with the appointment of Clare Julian as a chartered wealth planner.

Brooks shakes up senior investment team as co-head exits

Robin Eggar will take full responsibility of the firm's UK investment management arm.

RobecoSAM names new head of sales for Switzerland

She joins from Pimco where she was focusing on business development.

People's United Bank names new wealth management head

Prior to that, he served as CEO of Chase Wealth Management, and before that, in similar senior leadership roles at U.S. Bank and Charles Schwab.

Executive Moves