Managers of Wealth

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

Fidelity's Waterhouse to return to UK for digital wealth role

Moved to Singapore

Tilney announces third Aberdeen hire this year

The appointment is the latest in a series of hires made by the firm in Scotland this year, where Tilney has offices in the cities of Glasgow, Edinburgh and Aberdeen.

Schroders names Rory Bateman as Head of Equities

He will assume the responsibilities previously managed by Nicky Richards, who will become a Senior Adviser for the firm from March 2019.

Leonteq Adds Private Banking Sales Co-Head

Prior to joining Leonteq, Shea worked at HSBC as Head of Structured Products and Brokerage Asia.

Temenos appoints new head of sales in Asia Pacific

In his new role, he will be responsible for growing Temenos’ coverage of the emerging and established economies in the Asia-Pacific region.

Private Wealth Advisors Join Rockefeller Capital Management

Ryan and Epperson oversee assets totaling $1.4 billion and $800 million, respectively

J.P. Morgan AM appoints Head of Central U.S. and Canada Institutional

In this position, she was responsible for the strategic direction and management of liquidity, capital, ratings, corporate finance and corporate structure issues.

corfinancial appoints senior executive

This promotion is a direct result of David’s excellent work as part of the salerio team.

New Chief Operating officer for Wealth Management Giant

We’ve got a lot of great people working in successful businesses – just imagine how much bigger and better we could be if we bring all that talent together,” he explained.

Bank of America names two executives to replace late wealth management head

Bank of America Corp added two executives to its management team to fill the role left by former global wealth management chief Terry Laughlin, who passed away unexpectedly in October, the bank said in a statement on Tuesday.

Executive Moves