Managers of Wealth

Oppenheimer & Co. Inc. Makes Key Strategic Leadership Changes In Private Client Division

He was also an executive director for Josephthal & Co. Inc., where he oversaw operations at 14 branch offices.

Evercore Wealth Management Appoints Douglas Dewey as Financial Advisor

Before joining Barclays in 2011, he served for eight years in a similar capacity at Bernstein Global Wealth Management.

Heavyweight duo depart Crestone Wealth Management: sources

Crestone has had a volatile start to life a separate entity following a string of administrative delays and key executives underestimating the work involved in acquiring the UBS business.

Investec W&I Hires Ex-Killik Wealth Planning Director

Kempson left Killik, where he was also a partner, earlier this month, and joins Investec W&I as senior financial planning director.

Atlantic Trust expands its wealth strategies team in New York

Prior to joining Atlantic Trust, Schreier was an associate at Smith Moore Leatherwood LLP, in Charleston, South Carolina

Deutsche Bank is shuffling its wealth-management team

Nicholls-Smith has been the chief operating officer of wealth management in the UK and southern Europe since June 2015

Bank Of Bermuda Appoints Tommy Ultmann As Director Of Sales In London

"Tommy joins our sales team within the Global Fund Services business, which has doubled its assets under administration in the past 12 months."

Aviva equities manager set for Carmignac switch

Carmignac has hired Aviva Investors' head of pan-European equities to fill the vacancy created by the abrupt departure of Muhammed Yesilhark in March.

Qumram Announces New Heavyweight Board of Directors Appointments

Based on responses from both clients and industry analysts we know the time is right to capitalize on the financial services market opportunity.

International law firm adds Senior Private Client Lawyer in London

He joins from Trowers & Hamlins

Finance firm appoints new talent

I’m delighted to join the team and to be able to work alongside them to strive to continue providing first class independent financial advice to our clients.

Tilney Bestinvest research head exits

The firm added that it would not comment on individuals.

Geneva’s Biggest Bank Appoints Nicolas Pictet as Senior Partner

The firm is owned by its partners, who changed its corporate legal structure at the start of 2014 so they no longer have unlimited liability for losses.

Rothschild announces two key appointments in Singapore

Both will report to Audrey Zau, who will become head of wealth management for Asia, providing more integration and a greater focus on key clients and market segments across the region, said Rothschild.

Grant Hughes Appointed Head Of Mercer Jelf Financial Planning

Mr Hughes will focus on continuing the integration of Mercer and Jelf, including aligning the proposition to Mercer Harmonise.

New Investment Head for Gemini

Paul knows Gemini’s processes and clients inside out and will be a great asset to the team

Nutmeg appoints COO and commercial director

At American Express, Prentke was director of UK digital acquisition.

UBS O'Connor Hires Seven PMs, Taps Talent From Top Global Hedge Funds

Former Point72 Asset Management executive Erin Browne will join the firm in New York and focus on macro-themed investments, while Surveyor Capital’s Ryan Stephens comes aboard to work on financial company stocks in Chicago.

Swiss private bank Pictet names Nicolas Pictet as senior partner

An ancestor of his gave the Geneva bank, whose roots date back to 1805, its current name.

Mattioli Woods appoints Director to Executive Board

Mattioli Woods plc provides integrated wealth management services, embracing pension consultancy and personal investment.

Executive Moves