Managers of Wealth

UBS's Bob McCann to step down from chairman Americas role later this year

The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.

Revealed: Sarasin's £2bn fund boss and Top 100 star exits firm

Sarasin & Partners head of third party funds Lucy Walker has left the firm after nearly a decade, with large outflows hitting both of her fund-of-funds strategies over the past year.

De-Wired: $1-Bln UBS Trio Joins Stifel, $675-Mln Morgan Stanley Quartet to RBC

Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.

AHR Private Wealth appoints new Chief Investment Officer

Ramsey will oversee the AHR’s investment strategy, with the simple but impactful aim of reducing risk, improving client returns and decreasing costs.

Avaloq creates new Global Business Consulting function

The new service complements Avaloq’s award-winning digital banking solutions, including its market-leading core banking software as well as its Business Process as a Service (BPaaS) and Software as a Service (SaaS) solutions.

Julius Baer names new UK private client and office heads

The Swiss private bank has appointed London boss Alan Hooks to the newly created role of head of private clients and promoted Gordon Scott to regional office boss.

Zedra appoints new director to spearhead aviation and marine structuring growth

With a detailed understanding of the particular needs of this specialised sector, Edward’s appointment reflects ZEDRA’s commitment to developing its business across these markets.

DWS Switzerland appoints CEO

He joined DWS as global head multi asset & solutions in July, and will keep performing this role too.

VZ Group appoints new executive board member and expects dividend increase

The firm’s profit rose significantly, compared to the first half of 2019.

HSBC PB names new Singapore, Malaysia market heads

The bank has found replacements for Chow Shang-Wei, who left the bank earlier this year and is now Deutsche Bank’s head of wealth management for Southeast Asia.

Fiduciary Trust appoints Senior Portfolio Manager in New York

Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.

Klaus Wellershoff is the successor

Klaus Wellershoff, the well-known ex-chief economist at UBS, who founded Wellershoff & Partners in 2009

1fs:Wealth boosts Board

He co-founded the long/short hedge fund Delta Partners

UBS Nabs Chicago Bank Broker with About $1 Mln of Revenue

The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.

Sentinel Trust Announces New Hire Class of 2020

Each of these individuals brings immense talent and expertise in their respective fields.

William Blair Continues European Expansion

Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes

Berenberg strengthens currency overlay management unit

German group appoints trio of senior portfolio managers for its wealth and asset management arm.

CHF 140m UBS Miami duo are latest to exit

Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.

Wealthify hires head of fund selection from family office

Kyle Cox joins the Welsh digital wealth firm from Cape Town-based family office Marr Holdings.

WM announces new management team and fund range

There are new appointments to the executive board and the board of directors.

Executive Moves