Managers of Wealth

Finantix strengthens senior leadership team by appointing Ian Savage as CFO

New CFO is highly experienced in fintech Private Equity, will play an integral role in global expansion strategy

Former JB board member steps down as chairman of crypto bank’s board

The bank will propose Sébastien Mérillat, currently vice chairman, as interim chairman at the next board meeting.

Odey Asset Management hires head of institutional business

Jos Trusted joins from CQS New City Equities

Franklin Templeton Announces Adam Spector as Head of Global Distribution

Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd

He has also aligned with Gladstone Wealth Partners,

Appleby Strengthens Corporate Team In Guernsey

Her experience covers the full spectrum of banking and asset finance

HSBC GAM hires EMD head from BNP Paribas

Reporting to Xavier Baraton

Alex. Brown Hires $280 Mln-Asset UBS Miami Team, LPL Nabs $180 Mln Wells Broker

At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December

BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "

Geneva wealth manager hunts for senior portfolio manager

They must also be able to understand the markets and use investing and hedging tools.

Zurich wealth manager hires JB EM compliance head

She replaces René Stoll, who will now dedicate more time to the firm’s general strategy.

Schroders boosts LatAm sales team with Brazil hire

Vinicius reinforces the experience of our local team

Coutts hires private office director from LGT Vestra

Brownlee joins from LGT Vestra where he was a Senior Wealth Manager and brings with him 20 years’ experience in the industry.

Hawksmoor appoints new Head of Compliance

Jess de Alwis said: “I am very pleased to be joining Hawksmoor at this exciting time in the company’s development. I look forward to utilising my experience within a firm where providing a high quality service to clients is at the core of its

Pershing Loses 30-Year Vet to Consulting Group

Financial Services consulting firm expands strategic consulting talent

Syz AM chief economist joins group's banking branch

The change is part of the firm’s efforts to link together the different sides of the business.

Avaloq expands London office

Avaloq further expands London office with the appointment of Peter Lamberti as Strategic Sales Director

SocGen Switzerland replaces global transaction banking head

The global transaction banking arm provides corporate clients with services aiming at facilitating business transactions.

New Non-Executive Director announced at Charles Stanley

The Company has also announced the appointment of Anna Troup as an Independent Non-Executive Director.

Co-CEO to retire after 25 years of The Carlyle Group

Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.

Executive Moves