Managers of Wealth

HSBC Private Banking, Americas Appoints New Philanthropic and Family Governance Specialist

She joins HSBC with more than 10 years of charitable planning and administration experience.

Wells Loses Six-Broker Team in NYC, Complex Manager in New Jersey

Joining them at RayJay are Roger Jee, who has worked with them since 1993, and Michael Lubin, a 20-year veteran broker and former financial reporter who joined their Wells team in 2015.

Cambridge Trust Company Announces Appointments of John Sullivan and Kerri Mooney to Senior Leadership Roles

Sullivan to Take Charge of Bank’s Growing Jumbo Mortgage Financing and Personal Lending Business; Mooney to Lead Private Banking Offices

Excelian, Luxoft Financial Services expands its Wealth Practice with new UK lead

Under Hassan’s leadership, Excelian will continue to build its strategic partnership with Avaloq through a significant increase in local and near-shore functional and technical expertise.

Vontobel AM poaches Zurich family office CIO

In his new role, he will be responsible for the asset manager’s range of models.

Compagnie Financière Richelieu: senior management appointments

Nadine Khairallah joins the Compagnie Financière Richelieu as Chief of Staff.

VW Group names Porsche exec as strategy chief

He studied information systems at the University of Mannheim in Germany

International law firm annouces 14 partner promotions

We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”

Withers re-appoints longstanding chief Robertson to fourth term after uncontested election

Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.

Change to Richemont Board of Directors

The election will take place at the next Annual General Meeting, to be held on 10 September 2018.

LGT Bolsters Thai Wealth Team

LGT increased its headcount by 556 to 3,188 last year

Goldman Sachs to name David Solomon as new boss

Solomon has been at the forefront of the bank's forays into cryptocurrency

UBS Wealth appoints new Midlands boss

Jackson joined the firm last year from Coutts, having also spent several years running a private investment office.

Zurich-based AM poaches BlackRock head as new CEO

Gast replaces Pascal Schneider, who will be returning to Credit Suisse Asset Management.

WH Ireland hires from JM Finn

The firm has also hired Chris Savidge as a corporate finance executive for its Bristol office from big-four accountant EY.

Fidelity Poaches from Julius Baer

The company clearly has China in focus: last year

The Wealth-Management Arms Race Is Heating Up

Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections.

Indosuez Bulks up in Asia

The bank has now announced the addition of experienced bankers in Hong Kong and Singapore, according to a media statement on Friday.

BNY Mellon Wealth Management names senior wealth director

Khalil holds a Bachelor of Science in finance from Indiana University.

Janney Welcomes 45 New Hires to the Firm’s Private Client Group

Janney continues to attract top notch advisors in key marketplaces throughout our footprint

Executive Moves