Managers of Wealth

Zurich firm poaches Zurich Insurance investment manager responsible for CHF 25bn

He also discussed the company’s My Zwei system.

Zurich WM hires ex-Vontobel WM to expand US business

Jordan said: ‘She is somebody we think has the profile to help us to develop that business."

Apex Adds Weight to its Luxembourg Operations With Three Senior Appointments

The Group also announces the appointment of Kris Allen as Global Head of Client Onboarding.

Suncorp Group appoints Banking & Wealth Chief Executive Officer

Clive previously led the retail product team where he was accountable for deposits, everyday banking, payments and home loans.

TISE announces succession plan for Group Chairman

"I’m delighted to be leaving the business in the highly capable hands of Charlie Geffen."

SANNE appoints New Head of Business Development for Asia

Catherine joins SANNE following an extensive and highly successful career in senior business development roles within the fund services industry

Standard Life Aberdeen boss to step down for Citigroup executive

I am delighted to be joining Standard Life Aberdeen as its next Chief Executive

Credit Suisse appoints new CEO for business in Israel

Credit Suisse Israel has been offering local clients services

UK wealth manager appoints industry heavyweight to new role

After stepping down as CEO he remained in a client facing role as Client Director for over 18 months.

Quilter appointments CEO of multi-asset investment business

Hambi’s appointment adds to Quilter Investors’ existing investment capability and follows other recent hires including Helen Bradshaw and Ian Jensen-Humphreys, further strengthening the investment team.

UBS hires investment firm's interim CEO to be Australasia equity co-head

He is also interim CEO of investment management firm Heal Partners.

Syz multi-asset head receives co-PMs across four Oyster funds

He will contribute his fixed income expertise and has been senior portfolio manager at Syz for more than 13 years.

RBC Hires $500 Million-Asset Morgan Stanley Duo

RBC Wealth Management-U.S. employs about 2,000 brokers. Morgan Stanley, which last month said it will expand its wealth business into Canada, has more than 15,000 brokers.

Raymond James hauls in 9 wirehouse advisors with $825M

The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.

Wells Nabs Two UBS Teams Producing $11 Million

The Freeman team, which includes at least four client service and wealth management associates, are reuniting with Greg Spears, a former UBS advisor who left to become Wells Fargo Advisors’ Kansas market manager in 2015.

ZKB Poaches Veteran Credit Suisse Banker

ZKB Seeks New Private Banking Head

Smith & Williamson Announces 22 Partner and Director Promotions

The combined group will be known as Tilney Smith & Williamson upon completion and will be the UK’s leading integrated wealth management and professional services business.

Cantonal bank hires Credit Suisse veteran as PB head

She previously also worked at Credit Suisse for over 17 years in a variety of roles including head of products and investment services.

SYZ Group strengthens board by appointing an innovative Wealth Management leader with a strong digital pedigree

In her role, Marlene Nørgaard Carolus will contribute to the business strategy as the Swiss banking boutique embarks on its next phase of growth, following a transformative year.

Santander PB Brazil boss bolts to XP to launch UHNW team

‘XP’s Private project is at its best moment in history.

Executive Moves