Managers of Wealth

Senior Bellevue PM exits for Geneva WM

He has joined Geneva-based wealth management firm Stanhope Capital

Palatine backs MBO of SMP Group

Palatine Private Equity has backed the MBO of SMP Group, the corporate, trust and professional services provider.

LGT seeks to hire portfolio manager

The role would involve liasing with relationship managers, creating quant models and supporting ‘demanding’ clientele when it comes to investment-specific strategies.

Credit Suisse announces Guernsey promotions

Global external asset management department Relationship Manager Paul Le Gallez has been promoted from Assistant Vice President to Vice President

Quilter Investors hires Janus Henderson's Bradshaw for multi-asset income launches

Worked at Janus Henderson since 2006

LGT Vestra-backed ESG house hires partner from Credit Suisse

The approach Tribe has to both client engagement and to the business itself is unique in the sector and I am really looking forward to the future as part of a values and mission-led business.

Brooks Macdonald appoints new chairman

He leaves a firm well-positioned in its market, with exceptional adviser and client relationships driving a track record of market-leading levels of growth.”

Kleinwort Hambros strengthens uk regional presence with senior appointments

Leigh previously headed up the Private Banking and Discretionary Fund Management team at Kleinwort Hambros.

Schroders’ Rose retires after blooming long stretch in Japan

Nathan Gibbs, the former Schroder Japan Alpha Plus fund manager who is now the group’s investment director of Japanese equities, will provide support for Taketsume, the company said.

Tilney nabs from Smith & Williamson for investment director

Midlands presence continues to expand following Index Wealth Management deal

Quilter director Porteous leaves after just 1 year

John [Porteous] joined in 2017 to focus on customer experience and services across Quilter’s end-to-end wealth management solutions.

Rockefeller hires ex-Goldman family office head for top role

“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”

Sella hires FinecoBank veteran as head of private banking

He takes charge of a department responsible for coordinating the Group's wealth management business activities, focused on the management and administration of assets as well as in the dedicated structure of Banca Sella.

Merrill Divisional Head Vince Fertitta Steps Aside

Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.

Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm

Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.

Weatherbys Private Bank gears up for growth in Scotland

The bank is moving into offices on Rutland Square that offer double the space of its previous base on the same capital street.

Deutsche Bank hires private banker to Northern Italy region

Deutsche Bank private banking division gathers a team in Italy of nearly 150 professionals, in charge of over €8m in assets under management.

Pictet Shuffles Partner Ranks

The institutional arm makes for nearly half of Pictet's 496 billion Swiss francs ($496.1 billion) in overall assets, with the rest from traditional wealth management.

Bob Diamond steps down as chair of African banking group Atlas

Investment vehicle founded by former Barclays chief undertakes strategic review

Franco-German finance firm nabs team of private bankers off German rival

Pfister said he plans to double the number of private bankers in the coming two years, including in Geneva

Executive Moves