Managers of Wealth

Merrill Lynch Streamlines Regional Leadership at Private Wealth Unit

Josh Moody and Nathan Marsden will remain in their roles as managing directors of the Southeast and Northeast regions, respectively

RBC Brewin Dolphin names new head of Glasgow office

Over the course of 18 years at the firm, she has built a successful career managing and advising on investment portfolios for a range of private clients.

SJP private client directors exit in cost-cutting programme

Paul Emery, head of private client strategy and banking, will depart this week alongside head of private client consultancy and advice Chris Cahill.

Accuro announces eight mid-year promotions

The promotions reflect our continued commitment to developing and promoting from within, starting at a grass-roots level all the way up to senior leadership.

Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor

Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen

Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.

Banque Heritage appoints Antoine Blouin as Head of EAM

This appointment demonstrates the Bank’s commitment to strengthening its strategic positioning with independent asset managers, a rapidly growing segment in both Switzerland and the rest of the world.

Mirabaud & Cie (Europe) SA appoints Émilie Serrurier-Hoël as Chief Executive Officer

Based in Luxembourg, she will head up Mirabaud Group’s European Wealth Management business.

Swiss IAM hires ex-Vontobel AMC chief

Michael Haupt has joined The Valeur Group within institutional sales and client solutions.

EFG names new CEO of EFG Asesores (Panama)

With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.

Arbuthnot Banking Group: Appointment of new independent non-executive director

She has a wealth of experience in financial services

JP Morgan recruits ex-UBS private banker in Geneva

Konstantin Giantiroglou, who previously worked for UBS and Credit Suisse, is the latest of a series of Swiss hires.

Tatton bolsters specialist team with two appointments

Perry Beard joins from Alliance Bernstein alongside internal promotion Jacob Cullen.

Julius Baer: New CEO Sidelines Consultants

Stefan Bollinger does not hesitate for long.

Stefan Mächler takes over another position as Chairman of the Board

The company has been owned by a Swiss Life AM infrastructure fund for about a year.

HIGHVERN Announces Mid-Year Promotions Across Offices

The promotions span across Private Wealth, Funds, Corporate Services, and Business Management teams, reflecting the strength and growth of the business in multiple jurisdictions and areas.

Barclays names Co-CEOs of the Middle East

Khaled El Dabag and Walid Mezher will spearhead the development and execution of Barclays’ business strategy in the region

Julius Baer nabs UBS GWM's former EAM co-head for Apac

The hire comes as UBS GWM reshuffles its FIM business and makes internal appointments.

J. Stern & Co. opens new Frankfurt office, appoints Andreas Krebs as Head of Germany

The Stern family returns to Frankfurt after two centuries while Krebs joins J. Stern & Co. from Mandarine Gestion.

Katrina Johnson named Head of North Region at Brown Shipley

Johnson will also be part of the Brown Shipley Executive Committee.

Executive Moves