Managers of Wealth

Leading administration and corporate services firm strengthen team

We have two outstanding professionals who have the experience and specialist knowledge

Top RBC selector quits to join newly-created consultancy unit

The head of equity fund selection for RBC Wealth Management's discretionary units, Marco Galvan, has left the company

Apex Aua Grows at 31% and Makes Senior North America Appointment

By leveraging Apex’s ability to bring global fund structures to the U.S., Westley will have responsibility for growing Apex’s North American operations and integrating potential acquisitions.

Rathbones makes third senior Smith & Williamson hire

Wells is Rathbones’ third senior hire from Smith & Williamson over the past 12 months.

Former Managing Director of Schroder Trust SA Joins Top Fiduciary Firm

The expansion of the firm’s Geneva-based fiduciary services team also comes in the same year that Saffery Champness marks its 160th anniversary. During that period, it has gained a reputation as a leading private wealth specialist.

Investec Wealth researcher to join Peel Hunt

He will leave next month to join the broker

DeChellis joins Israeli venture firm as president

The Israeli company was founded by American-born entrepreneur Jon Medved. Its chairman, Steven Blumgart, was the former codirector of Glencore International Plc's aluminum division.

EM equity manager exits Swiss group

Alternative Ucits emerging market equity specialist Iain Cartmill has left GAM Asset Management

Canaccord Genuity Wealth Management appoints intermediary investment director from UBS

“Nick brings with him a wealth of experience, understanding and industry knowledge that will prove invaluable as we look to expand our presence in the intermediary arena compounding our commitment to delivering a fully integrated, solutions driven i

Channel Islands-based trust and corporate services business appoints new MD

He has now come on board to drive the new shared strategic vision and provide common leadership to our trust operations across the Channel Islands.

Former Credit Suisse private banker joins Lebenthal

Most recently he worked at Credit Suisse Private Banking

BNY Mellon Appointed as Depositary by Burberry

BNY Mellon, a global leader in investment management and investment services, has been appointed by Burberry Group plc as the successor depositary bank for its American Depositary Receipt (ADR) program

Brewin Dolphin hires in Glasgow after team quits

Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.

Merrill Lynch Hires Wealth Manager from Morgan Stanley

They will work out of Merrill Lynch’s Century City office, moving from a Morgan Stanley office in Woodland Hills.

Highbridge Appoints David Ross as CEO of Portfolio Company

Investment firm Highbridge Principal Strategies appointed David Ross as the chief executive

Merrill Lynch Hires Advisor from Morgan Stanley

Bank of America Corp's Merrill Lynch unit said on Tuesday it hired financial adviser Haris Hot from Morgan Stanley

Morgan Stanley hires David Bokman for new wealth post

Morgan Stanley's Private Wealth clientele has grown by more than 82 percent between 2009 and the end of 2014, the company said last month.

Raymond James unit hires two advisers from RBC

Raymond James & Associates, a unit of Raymond James Financial Inc, said it hired two advisers from Royal Bank of Canada's wealth management division.

Deloitte Taps Woman, a First, for CEO Post

The glass ceiling sprouted a few more cracks, as one of the Big Four accounting and consulting firms placed a woman in the corner office for the first time.

Notenstein appoints new Head of Private Banking for Switzerland

He has been at Schroder & Co. Bank AG since 2008

Executive Moves