Managers of Wealth

LPL’s Bill Morrissey to step down as firm taps replacement from UBS

He recently led the firm’s retention efforts after its acquisition of National Planning Holdings.

This NFL star turned Wharton MBA grad landed a big job at Goldman Sachs

In May, Tuck graduated from The Wharton School at the University of Pennsylvania, ranked by Forbes as the No. 1 business school in the country, with a Master of Business Administration in management.

UBS Robo-Banker Joins Rival

Steinmeier has joined LPL, a brokerage that stands in direct competition to UBS in U.S. wealth management

Swisspartners appoints new director as founder exits

According to a press release, Schuler joined Swisspartners group four years ago, and has successfully helped to expand the business.

Konrad Hummler Is Back in Banking

Now 65, the Swiss banker-elder statesman is back on the scene as chairman of Zurich's Private Client Bank, or PCB, according to the company's website.

Silicon Valley Bank Appoints Yvette Butler as Head of Private Bank

Butler has more than 25 years of experience in financial services.

Sasfin Wealth appoints Jonathan Sieff as Senior Portfolio Manager

Sieff joins from Ashburton Investments, where he held the position of Senior Portfolio Manager.

Stonehage Fleming hires TMI partner as wealth director

I am very pleased to welcome Matthew to the wealth planning team

Brooks Macdonald revs up planning arm with ex-Towry hire

Brooks Macdonald is one of a number of wealth managers developing its financial planning capabilities

Fitzpatricks Private Wealth announces new CEO

Woodley would now oversee advice across Fitzpatricks Financial Group, with a strategic focus on mentoring and coaching advisers.

Falcon PB CFO reveals why he left Banque Cramer

Ultimately, Maccio said he saw his situation as not being 'sustainable in the longer term'.

J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million

He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience

Oxford Financial Group Adds New CIO

Nogues will assume leadership of the firm’s investment management team

Falcon Fills Management Gaps

Falcon is seeking to reinvent itself after the 1MDB scandal which wiped out its Singapore branch.

BNP Paribas Asset Management names co-head of Distribution Europe

He brings a wealth of experience in the investment management industry, as well as in business development, across regions and client segments.

MoneyLion Appoints New Head of Wealth Management and Banking

Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all

Atria Wealth Solutions Expands Management Team

Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

JP Morgan AM appoints co-head of asset management solutions

JPMAM had assets under management of US$1.7 trillion (€1.5 trillion) as of March 31, 2018.

Wilmington Trust boosts Los Angeles office

Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors

First Republic gatekeeper exits for Vontobel

Jon Cusa has joined New York-based Vontobel Asset Management, Inc.

Executive Moves