Managers of Wealth

Barclays Makes Two Senior Hires to Its Wealth and Investment Management Team

“Their appointments underscore our commitment to attracting the very best wealth advisors in order to deliver customized investment solutions that match the financial profiles and risk appetites of our high net worth clients.”

Dalton SP founder Spence exits after 12 years

Spence founded DSP in 2002.

Investec Wealth & Investment boosts team with Julius Baer hire

He joins as a senior investment director is a chartered wealth manager with a focus on entrepreneurs and corporate executives.

Hargreaves Lansdown appoints head of equity research

Hargreaves Lansdown has appointed Steve Clayton as its head of equity research.

Pictet has hired a team from Barings Asset Management

The Swiss asset manager hired a team from Barings Asset Management to manage multi-asset funds.

Highmount Capital Updates Leadership Structure

Highmount Capital LLC announces Steven Hoch as Chief Executive Officer and Maarten van Hengel as Chief Investment Officer.

TD Wealth Private Client Group announces new COO

Former CEO of Standard Chartered Private Bank, Americas moves up

Goldman Sachs Names 78 Employees as Partners

Goldman’s Latest Partner Class Will Join Some 400 Current Partners

Wells Fargo nets $972M JPMorgan team

The Reed, Gates, Strait Wealth Management group joins Wells Fargo Advisors in Lexington, Ky.

EFG International appoints new CEO for Luxembourg from Credit Suisse

He was formerly at Credit Suisse in Luxembourg, which he joined in 2007

Hillgarth joins JPM Overseas IT board

Currently a director of Euromoney Institutional Investor, between 2005 and 2012 Hillgarth was a director at Jupiter Asset Management.

Evercore Wealth Management Names Managing Director, Portfolio Manager

She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office

Deutsche Asset & Wealth Management adds Private Bankers in New York

With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker

Team From J.P. Morgan Private Bank jump ship

The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue

Forex broker adds PwC and Rothschild finance pro to its Board

He held the position of Chief Financial Officer at Edmond de Rothschild Group for two years, following a two year tenure as Chief Financial Officer at EFG International Ltd.

Former Collins Stewart Hawkpoint CEO joins Westhouse Securities

Previously Chief Executive of Collins Stewart Hawkpoint Plc., brings a wealth of experience and leadership in both small and large investment banks

GAM expands Alternative Investments Solutions team with quantitative hires

GAM has appointed three senior quantitative professionals to the GAM Alternative Investments Solutions (AIS) team, enhancing the group’s capability in liquid quantitative solutions.

Investec Wealth hires UBS Wealth trio

This is a high-calibre team that will add significantly to the depth of our expertise

Former ANZ managing director of advice and distribution resurfaces in partnership with Italian manager

Started providing financial planning services to retail, high net worth and institutional clients in Australia in 2014.

Ex-Goldman Sachs President Gets PineBridge Post

The money manager controlled by Hong Kong billionaire

Executive Moves