Managers of Wealth

Citi appoints new Asia Pacific Head of Execution Services

Curt joins Citi from JP Morgan Asset Management in New York, bringing with him over 20 years of experience in financial markets.

UBS hires deputy chief investment officer for Americas from JPMorgan

As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.

Former EFG Banker Joins VP Bank in Singapore

In his new role, his focus will be on Asian external asset managers to support VP Bank’s growth aspiration in the region.

GAM hires new CEO from BlackRock

Hugh Scott-Barrett will step down from his current role as Chairman of the Board of Directors

Wealth management platform appoints Head of Technology

Webb has successfully built and managed hedge fund technology platforms for the likes of Rokos Capital Management and COMAC Capital as Head of Enterprise Technology and Chief Technology Officer respectively.

Invesco makes two appointments to investment solutions team in London

Zouiten and Steeden will oversee the development of a team that will manage liability-aware

First Republic expands wealth management team

“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.

Credit Suisse Australia CEO John Knox set to step down

It's believed Knox, who spent 23 years at the Swiss bank and has been CEO since 2015, will announce his resignation in the coming days.

Deutsche Bank Top Swiss Banker Exits

Schmid spent less than 18 months at the Frankfurt-based bank, which has authorized a ramp-up of its wealth activities including aggressively poaching.

Ashfords LLP expands Private Client Team in Bristol

Samantha brings with her a wealth of experience, including dealing with cases involving complex asset and property portfolios.

BNP Paribas WM adds private banker to Key Clients unit in Spain

The appointment comes in line with the firm's business development in Spain, with a focus on the segments of high net worth and ultra-high net worth individuals.

EdRAM makes triple manager hire following several exits

The Geneva-headquartered group has strengthened its management capabilities with the arrival of a three new fund managers.

Newly Rich Spur Hiring Round at $340 Billion Nordic Wealth Shop

Nordea wealth unit has reversed 15 months of net outflows

Uruguayan firm hires wealth vet for Miami office

A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.

MLC Wealth shuffles leadership

Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment solutions from September.

Wells Fargo appoints Head of Private Wealth Management

Industry veteran led Comerica Wealth Management

Vontobel hires two new wealth management experts

The bank has been offering its products and services, as well as its expertise as a globally active wealth and asset manager, to its private and institutional clients in Basel for around 10 years.

New CEO of Barclays US Consumer Bank announced

Having a leader with Barry’s experience and caliber in these key leadership roles will enable us to continue to drive the business forward at pace.”

Boss Of HSBC UK Among Candidates To Replace RBS Chief

On Friday last week, RBS announced outgoing Chief Executive Ross McEwan will be joining National Australia Bank Ltd when his notice is finished.

Quilter Cheviot bolsters Yorkshire presence

These three appointments follow shortly after Quilter Cheviot’s recent investment hires from Brooks Macdonald

Executive Moves