Managers of Wealth

Economist and investment pro Sara Walker joins BMO Wealth Management in Milwaukee

BMO said Walker will spearhead its wealth and investment strategies for Wisconsin, Minnesota and northwest Illinois.

Sédar Piller appointed head of SYZ Independent Asset Managers in Zurich

In addition, the office has grown with the recruitment of two experienced advisers, Iwan Graf and Samuel Thébault, who join Sédar Piller.

Barings appoints Head of Global Macroeconomic and Geopolitical Research

An experienced investment professional, Dr Smart spent six years as a senior policy maker for international economic affairs in the Obama administration.

Rathbone appoints director to head private client wealth

Stockton will retain his current responsibilities until a handover process is complete to ensure a smooth transition.

Calamos Wealth Management Adds Nancy Velez to Client Support Team in South Florida Office

Velez is a longtime wealth advisory client specialist with experience serving international clients, particularly in South America

Why One Top Female Advisor Left New York & Goldman Sachs For A Wealth Management Gig In Aspen

She describes the job working for Blankfein as mini- crash course in how to run a financial firm.

Laura Esposito to Join Rockefeller Capital Management as Head of Institutional Distribution

Esposito was most recently a senior vice president and co-head of global sales and marketing for TT International, a UK-based investment manager.

Ogier counsel recruitment launches insurance and private wealth services

Under Eva, Ogier's Luxembourg office will expand its established investment funds, corporate and finance services.

Lockhart Capital hires Tilney planning director

She is a qualified financial planner, a member of the Personal Finance Society and has worked in financial services for 30 years.

Northern Trust Wealth Management Announces Texas Leadership Succession

Beginning his career as a financial advisor, he joined Northern Trust in 2005 as a Wealth Advisor.

Leading offshore law firm announces three new partners in Guernsey

This is a great boost to our established Guernsey team and it further strengthens our ability to offer a seamless, multi-jurisdictional service to clients from our unique Crown Dependency network.

Morgan Stanley Hires $2 Million Team from UBS

What makes the move notable is that both Morgan Stanley and UBS left the Protocol late last year—after each severely tightening their recruiting budgets—and subsequently sued brokers to prevent them from calling former clients.

BMO Wealth Management names Minnesota director

BMO Wealth Management's clientle is primarily high net worth individuals and families.

Rothschild & Co announces management appointments

Rothschild and Co Gestion is the entity responsible for the overall management of the Rothschild & Co group.

Brewin Dolphin shocks analysts with departure of finance director

The company said its board has already started a search for a permanent replacement for Westenberger, who had been finance director at Brewin Dolphin for five years.

Former Schroders CIO and ex-Fidelity trust head join Artemis committee

Brown formerly CIO of Schroders

Raiffeisen Clears Out Board

The move comes as Zurich prosecutors investigate Vincenz for what they suspect is a series of bad faith deals in which he may have personally enriched himself alongside the bank's business.

Edmond de Rothschild Reaches Out

The appointments are one of the first tangible signs of branding and marketing head Robert Jenkins' efforts to make better use of the cachet of the Rothschild family

Sentinel Trust appoints new board member

He also served as a regulatory liaison to the Federal Reserve Board, the Comptroller of the Currency, the Consumer Financial Protection Bureau, and European Central Banks.

SGG Group appoints Business Development Director for Asia and Greater China operations

Michael brings over twelve years of professional experience in the U.S. and Hong Kong

Executive Moves