Managers of Wealth

J.P. Morgan Poaches Family Office Head

Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.

UBS Snapped Up New CEO Before Rival Could

HSBC, by contrast, unveiled a new strategy but maintained its interim CEO while apparently continuing to search for a permanent replacement.

Evercore Wealth Management promotes two to Partner

Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.

Julius Baer announces new board members

All other current members of the Board of Directors will stand for re-election.

Morgan Stanley Nabs $14-Mln UBS Trio, $2.9-Mln JPMorgan Duo

Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting

Evercore Wealth Management Promotes Partner

He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.

Indosuez appoints head of professional clients

Jacob-Nebout said: ‘Peter Schmidli's front line experience, combined with his extensive operational knowledge, will allow him to support the teams."

Guernsey Finance names new Chief Executive

“We live in challenging but also exciting times, and Guernsey is in an enviable position offering innovation, substance, stability, security and expertise,” he said

Citi Private Bank promotes King as China global market manager

The plan also includes establishing an integrated economic and business hub, which will help boost the tech sector, particularly by addressing the talent gap between the increasing demand from mainland China and the small pool in Hong Kong.

HSBC Global Asset Management appoints two CEOs in Asia

She will be charged with expanding HSBC's business in the core markets of Singapore, Vietnam, Malaysia, Indonesia, Thailand and the Philippines.

Bank Vontobel appoints COO after predecessor exits

Andreas Heinrichs succeeds Bernhard Heye, the former CEO of Bank Vontobel Europe AG

Succession planning initiated for the Head Client Business

In order to ensure a smooth transition at the top of VP Bank's client-facing units, Christoph Mauchle will continue to hold his function until the succession arrangements have been completed.

GAM appoints Greg Clerkson as head of discretionary investment

He will be responsible for leading business management for discretionary teams across fixed income, equity and real estate debt.

Pictet’s A-rated Asia ex-Japan head to co-lead EM equity team in PM reshuffle

A spokesperson for the firm confirmed the changes

Additiv Hires Credit Suisse Veteran

At Switzerland's second-largest bank, she made herself a name as a digital banking expert.

GCW Global Customised Wealth Announces Two New Partners

London-Based Wealth Management Firm Continues Expansion with Two Senior Management Hires

Merrill Shakes Up Managers in Private Wealth and New York City Complex

Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively

CS investment solutions head leaves for fintech

This move was more than just swapping sides, going from buyer to vendor.

Rathbones boss resurfaces at Openwork

Philip Howell stepped down as CEO of the FTSE 250 company in May 2019

Merrill promotes executives in private wealth unit — but loses one longtime manager

Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.

Executive Moves