Managers of Wealth

Multi-Family Wealth Management Boutique appoints new President

Mr. Schneider’s career includes over 25 years of experience in wealth management

Advisor Successfully Recruits Hybrid Wealth Management Practice

SWA provides its clients with an integrated financial planning and wealth management experience

JTC announces Geneva-based Head of Private Office

With extensive international private client experience over a career of some 25 years across Asia, Europe and South Africa, Matthias has expertise in administration, accounting and finance, investments, real estate, compliance, regulatory, legal and tax m

Brooks Macdonald hires new Head of North

“It is a pleasure to welcome Jonty to the team and his industry experience will be a real asset to our Manchester and Leeds teams."

Geneva WM hires new managing partner

‘The country is home to some of the world’s largest fintechs and a new wealth creation phase is already underway with more M&A and IPOs.

Raymond James Poaches More FAs from Wells Fargo

Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.

First Bank & Trust boosts Wealth Management Division

He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.

JTC appoints independent non-exec director

Erika Schraner appointed as an Independent Non-Executive Director to JTC PLC Board

UBS hires 9 reps managing $1.6 billion

Biggest win is trio who managed $676 million at Merrill Lynch

Nuveen Names new CEO

In 2015, he became the leader of Nuveen’s Real Assets business

Fidelity expandeds wealth management sales team

He starts with immediate effect and will report directly to Nick McDowell, Head of UK Wholesale Sales.

Geneva boutique hires lead PM for alternatives

Reji Vettasseri’s experience will considerably strengthen our expertise in this area and help us to offer new strategies.’

GMG hires two UBS wealth management veterans

Commenting on her decision to join the firm, Engler said: ‘It became our vision that we can add more value for our clients by sitting on the same side of the table.

Appointment to the Board of Directors of Accuro Trust

He has over 10 years of experience in Fiduciary Services

Appointment to the Board of Directors of Accuro Holdings

Mustafa is an English qualified lawyer and has also completed a notable secondment acting as general counsel to the family office of a prominent Middle Eastern family in London.

Adviser launches tax business

The former tax partner at Mazars said the new launch of tax services would mean better communication and improved outcomes for clients.

Ocorian appoints Business Development Director for West Africa and opens new representative office

Based in Lagos, Nigeria, Maurice will be responsible for running our planned representative office for the region

CTO, Andrew Todd, named ‘industry’s most innovative’

We’re thrilled Andrew has been recognised publicly for leading this major transformation behind the scenes at Iress

Merrill Lynch Loses $240 Million FA Team to This Aggressively-Recruiting Rival

The team previously managed $240 million at Merrill Lynch, Raymond James says.

SANNE announces new real estate director appointment

She joins SANNE after gaining valuable industry experience leading teams providing accounting and reporting services to funds and multijurisdictional structures investing into alternative assets

Executive Moves