Managers of Wealth

Citi Private Bank Expands New York City Private Banking Team

The Financial Sponsor client segment in particular is one of our fastest growing, and this strategic shift allows us to dedicate the resources necessary to meet demand.

State Street Global Advisors Strengthens Global Active Quantitative Equities Team, Promotes Olivia Engel to Deputy Chief Investment Officer

Her strong leadership skills and extensive knowledge of the active quantitative equity space and the challenges facing our clients today make her a natural fit to step into this role.

Parmenion appoints two investment managers

Willis joins the firm as investment manager where he will provide analysis and research on current holdings and prospective funds

Blackstone’s top Irish executive prepares to leave

The Irish firm had €8 billion of assets under management at the time of the deal and helped Blackstone boost its European loan holdings to €11.5 billion.

Ralph Lauren hires ex-Vice and BBH strategist Bottomley as first CMO

First chief marketing officer for Ralph Lauren, announced

RBC WM, Moola, Ascot Lloyd

The Channel Islands and Asia.

Jeffrey R. Williams Joins The Private Bank by Nevada State Bank

His deep knowledge of banking, investments and trust administration.

RBC Wealth Management group adds member

Their professional knowledge and portfolio management skills and maintaining a high record of customer service.

Moore Stephens recruits new private client partner

The firm combines traditional values and very high service, with an innovative outlook which makes joining a very exciting prospect.

Ascot Lloyd hires financial planning head

As part of the strategic review, Connolly will help build a panel of products and platforms for the firms.

Quilter Cheviot boosts Birmingham Investment Management team

We very much look forward to working with Cameron and supporting him as he takes on his role here at Quilter Cheviot.

Manager of $22bn BlackRock fund to retire

He also worked with DeSpirito on the management of the Ucits-compliant fund.

Union Bancaire Privee Appoints New COO for Singapore

The integration of Coutts and launch of UBP's expanded business in Asia.

Bob Diamond's Barclays lieutenant exits Atlas Mara

Accelerated Strategic Execution, Successful Equity Raising, Leadership Change and Rationalization of Costs

Digital wealth manager snaps up BlackRock’s robo advice CIO

The firm already partnered with BlackRock in December, embedding its suite of 14 physically-backed ETFs for its model portfolios.

J.P. Morgan Asset Management Appoints James Peagam Head of North America Institutional

He was the Head of EMEA Sales Strategy for BlackRock's Financial Institutions Group and held positions in banking.

CS Bolsters China Leadership

A core part of his remit as China CEO will be to deepen relationships with the most important entrepreneurs and corporate clients in China, and to generate revenue growth.

Old Mutual Wealth hires non-execs from Aviva and EY

I am delighted to announce three strong non-executive appointments to the Old Mutual Wealth Board.

Advisors Managing $460 Million Leave Morgan Stanley for Raymond James

Having worked for over 20 years with the major Wall Street firms we ultimately realized that bigger isn’t always better.

IA names Schroders man as chair

Our industry is experiencing a period of significant change and it is important we work together to ensure we meet our responsibilities to clients and deliver value to them over the long-term.

Executive Moves