Managers of Wealth

Former Wealth-X President Marc Cohen Joins FINTRX Board Of Advisors

Prior to joining FINTRX, Cohen was the Co-President of Wealth-X, the Insight Venture Partners-backed subscription data, and Software as a Service, company.

Robert W. O’Brien – Ultra-High Net Worth Advisor – Joins Carnegie Investment Counsel

He began his career as a Staff Attorney with The Ayco Company’s financial counseling practice.

Multrees Investor Services appoints Head of Sales and Marketing

Multrees is also making a number of additional changes as its team gears up for further growth.

Northern Trust Expands Sustainable Investing Team in EMEA

The appointment reaffirms the firm’s ongoing commitment to providing investors with sustainable investing solutions that seek to deliver competitive risk-adjusted returns.

Wealth management firm expands with Edinburgh hire

Gillian, who has 12 years’ experience in the financial services sector joins Ludlow from Close Brother’s Asset Management

ZKB Austria appoints head of Private Banking

He has 23 years of professional experience in various finance positions and has specialised in private banking for 12 years.

Concordium names Schroder CEO of new blockchain network

Lars Christensen, chairman of the Concordium Foundation, said the CEO position previously was occupied by one of the company's lawyers and that he interviewed approximately a dozen people before hiring Schroder.

First Republic Adds Four Wealth Managers in New York

They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, businesses, nonprofits, pensions and foundations.

UBS names new Singapore head

Hatecke just became co-head of wealth management for Asia-Pacific in December together with Amy Lo, who is also the country head for UBS Hong Kong.

Credit Suisse Vet Returns to Europe

Huber is the operating chief of Credit Suisse's private bank in Asia, where he has spent the bulk of his 15-year career with the bank.

Announcement by the Board of Handelsbanken

The choice of Carina Åkerström rests on a very solid, stable foundation, in view of her track record and excellent results over a long period of time,” says Pär Boman, Chairman of the Board.

Intertrust Singapore appoints MD

Barratt’s new role as Managing Director of Intertrust Singapore follows his long-standing position as Head of Real Estate within the Company’s global fund services division.

Carey Olsen announces new practice head in Guernsey and first global general counsel

As the firm's first global general counsel, Karen's role is to provide legal and regulatory advice to the firm, covering a wide range of risk management, regulatory and compliance issues.

Ruth Handcock takes on CEO role at Octopus Investments

Succeeding co-founder Simon Rogerson

Kingswood reveals first seven partners and incentive plan details

More than 10 million shares allocated

Natixis Investment Managers Appoints First Head of CSR and ESG

He joins Natixis from Aegon Asset Management

Weatherbys hires three as Edinburgh expansion continues

Weatherbys Private Bank has made three new hires as it prepares to move into a larger Edinburgh base, writes Emelia Hamilton-Russell

Centura Wealth Advisory Adds Deep Experience to Its Bench

Two advisors join Centura Wealth, a rapidly growing RIA focused on serving high net-worth clients who want freedom from their wealth burdens

Schroders appoints Global Head of Private Assets

Georg can draw upon 19 years of experience in investment finance

UK's Withers Expands in Los Angeles With 3 New Hires

U.K.-based Withers, which launched its California practice in 2015, continues its expansion on the West Coast, adding three lawyers from Mitchell Silberberg & Knupp.

Executive Moves