Managers of Wealth

Adam & Company appoints former Barclays Wealth Planning Director

With nearly 20 years’ experience in the industry, Andy has a deep understanding of estate planning, retirement and pensions advice and investments.

Deutsche Bank chairman to stand down in 2022

Deutsche Bank's chairman Paul Achleitner said he intends to step down as chairman of the German lender when his term ends in 2022.

BNY Mellon Wealth Management Names Regional President in Los Angeles

Prior to joining BNY Mellon Wealth Management, he worked as the Regional Director of the Pacific Northwest Region at Bessemer Trust.

Mattioli Woods appoints former IFA to spearhead acquisitions

Mr Stokes said: “Mattioli Woods is an extremely progressive wealth management business with an all-embracing and integrated approach.

BIL Wealth Management Names Hong Kong CEO

Ding was most recently with Chinese investment bank Huatai International where he served as its chief strategist, head of business development and head of investment research.

Aegon Asset Management strengthens alternative fixed income team with four hires

Philip, Mickey and both Georges’ are very welcome additions to the now 18-strong alternative fixed income team to support our range of Private Debt strategies.’

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.

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