Managers of Wealth

Brown Shipley poaches HSBC director for Leeds branch

He arrives from a director and senior private bank role at HSBC PB, having spent 12 years at the bank in various positions including senior financial planner and associate director.

EAB Appoints New Head of Private Banking

He has worked in multilingual and multicultural environments

Former Man Group Chief Executive Joins RWC Board

Peter Clarke, who ran Man Group for six years before being replaced by Manny Roman in 2013, will join RWC’s board as its first non-executive director in July.

Baker McKenzie Announces 85 Partnership Promotions

A third of the lateral hires are women.

Mariner Investment’s Co-CIO to Leave $5.5 Billion Firm

New York-based Mariner was founded in 1992 and runs hedge funds and funds of funds.

SS&C Appoints New Institutional and Investment Management SVP

He is prepared to build out and lead SS&C's North American sales team and will be instrumental in continuing to grow the business.

Carlos Mendoza joins UBS to head LatAm DCM

UBS, meanwhile, has been incrementally adding staff in Latin America.

Old Mutual Wealth S.A CEO resigns

She has served as Head of the Listed Investment cluster of boutiques and also held the position of Director of Business Development

Steven Cohen’s Deputy Quits To Run Boss’s New Hedge Fund

Perry Boyle will move to Stamford Harbor Capital as it moves toward potentially managing outside money in January 2018

Architas appoints deputy chief investment officer

Prior to this, he was an investment structuring specialist at Old Mutual Asset Management.

Atlas Private Wealth Management Announces Three New Regional Hires

The recent additions to the advisory team deepen Atlas’ bench strength in investment management and tax and retirement planning, further solidifying the firm’s position in the greater New York and New England regions.

Cim Global Business opens representative office in Johannesburg

Willem joins from Geneva Management Group Johannesburg where he was heading the Africa desk.

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

SunTrust shakes up private wealth leadership, scoops exec from rival

She was previously with Bank of America, where she was president of the Palm Beach region and the private banking market executive for Palm Beach and the Treasure Coast.

A&M adds senior expert to Financial Services unit

Previously, from 1975 until 1986, Greenberg was a Senior Vice President/Manager of the Baltimore Loan Production Office for the National Bank of Washington.

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

Executive Moves