Managers of Wealth

Sanctuary Wealth adds $250m Merrill breakaway in Houston

Former Senior Resident Director at Merrill Lynch moves his experienced team of planning and investment professionals for launch of independent wealth management firm.

German PB appoints Switzerland head

He will be in charge of developing the business for German institutional and private clients.

UBS global fund selection head steps down to join AM division

He will report to Suni Harford, president of UBS Asset Management, and be a member of the division's executive committee.

Smith & Williamson strengthens Employment Tax and Incentives team

The appointments of David and John reflect our continuing commitment to identify and attract the brightest talent in our industry” said Andrew Wilkes, Head of Business Tax Services at Smith & Williamson.

Citi Private Bank Names Global Market Manager

A spokesperson for the bank declined to comment on the appointment.

CaixaBank expands private banking team in Madrid

At the Spanish bank, she started working as a financial adviser with a commercial angle, coming to be latter private banking director.

UBS Asia Veteran Has Left the Bank

Buehlmann has already been replaced by Raymond Yin

Credit Suisse AM creates new thematic PE team

Clients are increasingly seeking to invest in illiquid assets that deliver consistent returns not correlated with the public markets.'

SingAlliance Hires Senior BNP Paribas Exec

In his new role, Cardyn will help ultra-high net worth clients structure their wealth, the firm announced in a LinkedIn post on Wednesday.

J Safra Sarasin names new Asia CEO

The wealth manager has hired BNP Paribas Wealth Management’s former co-CEO.

LGT Group appoints new Foundation Board Member

She will bring long-standing experience in the banking sector.

Rathbones hires from Brooks and 7IM for DFM sales push

The investment manager has named Jake Lewis and Luciano Caira to its DFM distribution team.

UBS Appoints New CEO

The 53-year-old Dutch banker Hamers will succeed group CEO Sergio Ermotti who has been with the bank for more than nine years.

Golden State Wealth Management hire two new managers

Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.

Former Berenberg AM head Gebhardt joins board of Swiss real estate firm

The advisory board of the firm is supporting the management team, led by CEO Stephan Rind, in the firm's planned significant expansion of its property portfolio.

UBS taps ING veteran as next CEO

Ralph Hamers will join UBS as a member of the Group Executive Board on 1 September 2020 in order to ensure a smooth leadership transition.

Mirabaud appoints Chief Operating Officer

François Leyss' future duties will include overseeing IT, Operations and Trading activities for all of the Mirabaud Group's business lines (Wealth Management, Asset Management and Securities).

Clarus Capital enters new markets with new consultants

Christian Schroeter recently successfully built client books in Switzerland, Turkey and Israel.

Goldman Loses Two Teams Generating $32.5 Mln to UBS, First Republic

Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.

First Republic adds three-member team of wealth managers

Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals

Executive Moves