Managers of Wealth

Raymond James Has a New Chairman

His commitment to cultivating a culture grounded in conservative and independent decision-making, and always putting the client first is what allowed Raymond James to survive

'Robo advisor' poaches talent from PIMCO and Cabot Square

Founded in Milan in 2011, gives people access to low-cost wealth management services online. It is one of a number of so-called "robo advisors" — digital services to help people invest and manage their money.

UBS Hires Top Manager From Deutsche

He will also take a seat on the executive committee of UBS Americas.

New CEO Role for Aris Prepoudis

He replaces Michael Baldinger, who left for UBS' asset management division, as finews.com reported in July.

Mourant Ozannes strengthens International Trusts & Private Client team

Mourant Ozannes Partner and Head of Jersey International Trusts & Private Client, Edward Devenport, said: “Fred's appointment reflects the continued growth of our global trusts and private client team and our commitment to delivering the hi

Elizabeth Lenz’s Wealth Management business unit announces promotion

“Asset management is one of the cornerstones of our Wealth Management initiative, and I am therefore pleased that we succeeded in attracting such an experienced and capable manager as Steven,” says Steven Wright, who is leading the latest priv

Boutique asset manager appoints UK Chairman

He has over 30 years of corporate management experience in Europe

Escala Partners lures Deutsche Bank private bankers

Rivals are seeking to get their hands on Deutsche's funds under management of just under $2.5 billion.

RBC's asset management unit strengthens U.S. sales team

Poremba had previously worked in consultant relations roles with investment management firms Neuberger Berman and Franklin Templeton.

Deutsche Bank Makes Senior Wealth Appointment in Hong Kong

North Asia Wealth Management Head For Deutsche Bank, Announced

Rothschild Brings Its Debt-Advisory Business to U.S. With New Hire

With hire of Michael Speller, firm continues to build out North American advisory business

Rowan Dartington appoints investment manager

New Investment Manager for Rowan Dartington, Appointed

BNY Mellon Selected as Successor Depositary by Credit Suisse Group AG for its American Depositary Receipt Program

It provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland.

StanChart to cut 10 pct of corporate, institutional banking staff - sources

The job cuts will be rolled out beginning this week across all the major business centres

Standard Chartered’s Asean chief resigns over disclosure failing

To step down for not reporting historical personal investments

LGT Hires from Credit Suisse, Falcon for U.K.

The bank also said it is hiring Noel Craven to its institutional team led by partner Jacqueline Crawley.

Wealth management veteran joins Stonehage Fleming board

He helped grow the business from its London base as head of wealth management UK.

WH Ireland boosts board

The Board of WH Ireland has announced the appointment of Non-Executive Director of the Company

Lombard Odier appoints Senior Portfolio Manager from Coutts

Lombard Odier has a significant buy-side private client business, with a team of over 300 investment professionals globally.

Institute for Private Investors and Campden Wealth appoint noted entrepreneurship executive

Biondi comes to Campden/IPI after a successful career of leading numerous high-profile membership organizations for the past 25 years.

Executive Moves