Managers of Wealth

Wealth management fintech firm hires ex-Dion head

Ron’s varied career has given him an understanding of the daily pain points and pressures clients face, as well as an in-depth knowledge of the regulatory landscape.

Canaccord Genuity names new head of U.S. cannabis investment banking

Vermont earlier this week became the ninth U.S. state and third in the Northeast to legalize recreational marijuana use.

Deutsche Bank wealth arm hires 3 managing directors for non-resident Indian clients

The three new hires are Rasik Ahuja, who was formerly from UBP; Sagar Sapra, who came from Standard Chartered Bank; and Swapnil Mishra, who joined from BSI Bank.

Mirabaud hires raft of big hitters for UK push

Mirabaud, which traces its origins back to 1819, opened its London branch in March 2017

HSBC PB names new Lux head following departure

This move also ended his 12 years with HSBC.

EFG Chile banker exits to join local investment firm

EFG launched its Santiago office in March 2016 to advise high net worth clients on international investments and also on Chilean assets, which it trades through its own local brokerage.

Raymond James Lures Wells Fargo Reps with $230M

The recent recruits are the first additions of 2018 for Steward Partners, the company says.

RWC beefs up intermediary sales team with JPMAM hire

RWC Partners has appointed Geordie Barron as sales manager for the intermediary market across the South of England.

Frikkee exits Smith & Williamson while bond manager Anderson retires

New managers appointed for their funds

SJP Singapore poaches chief exec from Nexus

A Singapore citizen, Harvey has worked in the financial services sector for almost 30 years, 20 of which have been in Asia.

Equity income manager leaves Mirabaud AM

Pyshkin stepped down almost exactly four years after first joining the Swiss group.

UBS Replaces Key Private Banker

Her appointment as head of Europe, Middle East, and Africa is effective next week,, finews.com has learned.

Chartered Financial Planning firm makes changes to leadership team

Fairstone, one of the UK’s fastest growing Chartered Financial Planning firms, announces the appointment of Tom Taylor as Chief Risk Officer.

UBS's Greg Peirce to take reins as sole head of Asia Pacific M&A

The memo said Peirce will work closely with Samson Lo, head of Asia M&A.

UBS names new wealth head for Latin America

The Latin American contingent will be led by Coutinho from her base in São Paulo where she is currently country head for Brazil, according to a source familiar with the situation.

Standard Chartered makes two appointments

Also joining the Wealth Intermediaries team is Kenny Sillars as Associate Director.

Casey Quirk’s head of Asia leaving for AQR

An AQR spokeswoman declined to comment.

Northern Trust Asset Management names head of funds, managed accounts

A spokeswoman for Hartford said the firm does not comment on personnel matters.

Crestbridge bolsters senior Family Office team

Tony joins Crestbridge from HSBC, where he worked for 16 years, and most recently held the position of Director with responsibility for Middle East and Family Office teams.

Credit Suisse Asia Pacific investment banking co-head leaving

Chow, who has held various senior positions at Credit Suisse and was responsible for key client coverage, is leaving Credit Suisse to pursue opportunities outside the Swiss bank, said the people, declining to be named as the move is not public yet.

Executive Moves