Managers of Wealth

Hong Kong-listed stock broker to hire 500 wealth managers

It currently employs 180 wealth managers.

Pimco expands LatAm wealth team with Natixis hire

Before joining Pimco, Arias Kluge worked at Natixis' Bogotá office for about nine months as a sales manager for the Andean region.

UBS Asset Management names head of China onshore

UBS Asset Management had 815 billion Swiss francs ($830 billion) in assets under management as of Sept. 30.

CIMB-Principal Asset Management Announces New CEO for ASEAN

Former CEO of ASEAN, Alejandro Echegorri to assume role as Chief Investment Officer with Principal Asia

Credit Suisse scores four JPM Private Bank LatAm advisors

A person with knowledge of the matter estimated their collective book of business was about $1 billion and said they averaged 15 to 20 years of industry experience.

UBS Executive Joins Advisors Asset Management

She spent 20 years at Merrill Lynch, serving in senior management roles in Global Wealth Management and International Private Client and Banking, and as Head of Products and Services for Toronto-based Merrill Lynch Canada.

Vontobel Asset Strategist Exits

Vontobel's asset management is merging its multi-asset class boutique into a quantitative boutique which operates as Vescore.

LGT Banker Heads Barclays Family Office

For his position at Barclays, Humpleby will relocate from Hong Kong to Jersey and join the Channel Islands leadership team, reporting to managing director Paul Savery, who said his appointment would set the bank up «for a strong start to 2019.&r

London & Capital appoints Sales Director

Hunter has over 25 years’ experience in the Banking and Wealth Management sectors

UBS names sole investment solutions head in senior exec reshuffle

As the sole head of IPS, Wiesendanger will oversee the firm’s global wealth management offerings including advisory programs, alternative investments, capital markets, wealth planning and banking solutions.

BBVA Compass names new wealth head

The reorganization resulted in BBVA Compass’ investment and insurance business lines coming under a single unit called Investment Services.

WH Ireland ropes in ex-Brewin heavyweight for wealth management transformation

Wealth manager posted £1.6m loss for 2018

SYZ AM appoints M&G veteran as CEO

The SYZ Banking Group is very pleased to announce that effective 7th January 2019, William Nott will be appointed as CEO* for SYZ Asset Management. He will become a member of the Executive Committee of the Group and a key shareholder of SYZ Asset Managem

Bond PM exits Wellington Management to join Pictet

Hoxha spent seven years with Wellington Management and most recently held the title of bond portfolio manager and managing director.

Veteran Banker Rejoins Credit Suisse After Five Years at UBS

In this role, Kang will drive business momentum by growing and strengthening the bank’s relationship with key clients and stakeholders in Southeast Asia, bringing to clients the full spectrum of Credit Suisse’s products and services.

UBS Team Head Resurfaces at Boutique Bank

Confirming his departure, UBS said it had appointed Jamee Wong as So's replacement.

UBS hires Deutsche Bank research COO in big data push

The Swiss bank has been investing heavily in its new technology-led research platform

Morgan Stanley advisor joins JPM Private Bank

A representative for JP Morgan confirmed his hire, while a spokeswoman for Morgan Stanley said he had left the firm and declined to comment further.

UBS Shuffles U.S. Wealth Arm

Sergio Ermotti, the bank's chief executive officer, wants to grow the business in a market that has a volume of about $2.4 trillion.

BNP Paribas Asset Management appoints Head of Climate Change Investment Research

This will include analysing energy finance and regulatory developments, establishing a framework to identify and monitor climate-related risks across portfolios, and conducting sector and company research to provide insights into specific risks and opport

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