Managers of Wealth

Merrill grabs adviser with $244M from J.P. Morgan

Barclay has 17 years of experience in the industry, having started at UBS as a sales assistant in 1999, according to Merrill Lynch.

New York based law firm names Head of Family Office Group

In the last number of years, we have seen a vast increase in the number of family offices investing and playing leading roles in the financial services arena.

Leading global law firm elects next Chairman

He has been the Firm's Managing Partner in London since 2013.

Moore Capital is losing former SAC Capital portfolio managers as Point72 builds in London

Of the SAC investment team who joined Moore Capital in February 2014, three have already returned to Point72.

SS&C Appoints Managing Director for Asia

In other People Moves, technology advisor Ovum and an algorithmic trading services firm, itarle AG, are expanding and opening new offices.

AP Executive appoints manager for Cyprus

Based in Limassol, she specialises in mid-level management to executive board-level recruitment in the financial service sectors, particularly in Forex, insurance, banking and wealth management in Cyprus and internationally.

Credit Suisse M&A chairman joins Wells Fargo

Farnham was formerly head of middle market investment banking.

Withers Adds Private Wealth Partner in Singapore, Loses One in HK

Withers has lost private wealth partner Erik Wallance to Stephenson Harwood in Hong Kong as its Singapore alliance firm, Withers KhattarWong hired Mahesh Kumar as a partner from India's Nishith Desai Associates

OECD appoints new Head of Tax Treaty, Transfer Pricing & Financial Transactions

He will work closely with other parts of the Organisation in the development and implementation of horizontal projects and corporate initiatives, and on strategies to advance the implementation and global impact of the OECD tax work, including through inc

Former Nutmeg compliance head joins Walker Crips

Jackson spent the first eight years of his career as a compliance officer at Santander Asset Management.

JPMorgan Poaches Deutsche Bank’s Swiss Wealth Management Head

Challenging market conditions have affected banks’ ability to generate revenue from investment banking and trading activities.

Danske Bank Hires Investment Head for $200 Billion Wealth Unit

“Customers’ needs for innovative investment solutions and tailor-made advisory services are increasing,” says Henrik Gade Jepsen. “I therefore look forward to beginning my new job and helping to strengthen Danske Bank’s posi

Rothschild poaches Credit Suisse family office and UHNW directors

Billett and Harrison will report into Rothschild UK Wealth Management CEO Helen Watson.

Former EFG private banker joins Swiss pure play in Singapore

Less than two months after Asian Private Banker reported on the departure of an EFG private banker, the individual in question has resurfaced at Singapore-based Swiss pure play.

UK wealth management division poaches Credit Suisse family office and UHNW co-heads

They join from Credit Suisse Private Bank where they were co-heads of the Family Office/Ultra High-Net-Worth business (since 2015) working closely with the investment banking division.

Management Transition at Stifel Nicolaus Europe Limited

"Acquiring a strong business in Europe has enabled our firm to expand the breadth of our services across both debt and equity as well as mark a strong flag in the important London market."

RBC WM's Asia head steps down

He will be succeeded by Peter Corry, who is currently vice president, strategic initiatives and change management

JPMorgan Geneva Hire Adds to Deutsche Bank’s Swiss Wealth Woes

JPMorgan Chase & Co.’s Swiss unit hired Matteo Gianini from Deutsche Bank AG, adding to the German lender’s wealth-management troubles there.

Julius Baer hires new Greater China group head

Julius Baer’s hiring drive in the region shows no signs of abating.

UBP names new chief of investment

Union Bancaire Privée, which recently acquired Coutts’ international businesses in a bid to increase its Asia footprint, has appointed a new global chief investment officer.

Executive Moves