Managers of Wealth

Equirus Capital ropes in Citibank exec to head wealth management biz

Equirus said it is in the process of hiring more senior and mid-level executives for its wealth management division.

GAM hires Kleinwort Hambros director for wealth team

We look forward to Joss’ contributions to the growth of our business and to helping our clients reach their investment aspirations.

Veteran Rathbones wealth trio follow ex-director to Close

Between them, the trio had spent more than 50 years at the firm.

Craig Barley Joins Butterfield Bahamas

An attorney, Mr. Barley began his career in Brazil at the law offices of Messrs. Arnoldo Wald, and subsequently held positions with Banco Omega and UBS.

Mark Woodward to join St. James’s Place Wealth Management Asia

In joining the St. James’s Place Partnership, Woodward will focus on providing wealth management services to affluent and high net worth expatriates in China.

Cadillac Chief Leaves GM, Citing `Philosophical Differences'

During de Nysschen’s nearly four-year tenure, Cadillac’s recovery efforts have been a mixed bag.

GFSC appoints new Senior Decision Makers

As part of the process, Senior Decision Makers are also required to determine the penalties that are to be imposed

OZ Management Appoints Thomas M. Sipp Chief Financial Officer

Mr. Sipp received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh.

Insider vs Outsider: Battle for private banks' new CEOs

Selection of a CEO doesn’t happen through a formula or a lucky draw.

Citi Private Bank appoints head of Citi investment management sales, APAC

Julie Koo to lead sales of the Private Bank’s discretionary investment management capabilities in the region

Waverton appoints ex-Coutts Director

She has over 25 years’ experience in the financial services industry with a particular expertise in managing the assets of UHNW and complex clients.

Raymond James Chief Operating Officer Dennis Zank to Retire as COO

He will continue to be affiliated with the firm as a financial advisor in a local branch following a transition of duties.

FINRA names CEO of Janney Montgomery Scott to board

For his part, Scheve said he was "excited" to serve on the board and support FINRA's regulatory work.

Estée Lauder Adds 2 Women CEOs to Its Board As It Nears Gender Parity

At 17 directors, the size of Estée Lauder’s newly-expanded board far exceeds the average 10.9 directors among Fortune 500 companies, according to Equilar analysis.

Rothschild keeps banking dynasty intact as heir takes reins

The Supervisory Board will also be asked to approve Eric de Rothschild and Adam Keswick to become Vice Chairmen of the Supervisory Board.

Harwood Wealth Management joint CEO steps down

The board intends to appoint a replacement Group CFO prior to Nick's transition and has identified a number of appropriate candidates.

PNC Bank snaps up BNY Mellon’s wealth chief

The executive realignment will provide greater focus to each of the two groups, a PNC spokeswoman said.

CivilisedBank appoints a new CEO

Mark has had an extensive career in the banking and finance sector.

HSBC Swiss Bank Boss Exits

His sudden exit coincides with HSBC grouping the Swiss bank together with five other private bank units in Europe, the Middle East, and Africa

Northern Trust Strengthens New York Wealth Management Team

Chahin Pahlavi joins the Wealth Management’s Private Banking Team

Executive Moves