Managers of Wealth

UBS Hires Ex-BofA Analyst as Managing Director

He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.

Golden Phoenix Appoints Institutional and Sovereign Wealth Fund Expert

He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.

Brewins hires four from Barclays for Ipswich launch

Brewin Dolphin has hired a four-strong team from Barclays Wealth to spearhead the opening of a new Ipswich office, expanding the wealth manager’s stable to 42 branches.

Standard Bank investment banking head quits to Join Barclays as Africa CEO

He will become chief executive officer of Barclays Africa and head of Africa strategy at Absa, the South African lender controlled by London-based Barclays, Absa said in a statement today.

Morgan Stanley said to hire Deutsche Bank official for wealth unit

He will join Morgan Stanley’s wealth management business in a senior role, according to the person, who declined to be identified because the company hasn’t publicly announced the hiring.

The Private Bank of California makes three key appointments

The Private Bank of California has announced the hiring of three key bankers who will spearhead the opening of the Bank's Orange County Branch Office, a full service location scheduled to open in Irvine this July.

Coutts taps director of corporate communications

Olivia joins Coutts from Credit Suisse where she led the Press Office function for their UK Private Banking business.

Morgan Stanley hires brokers from UBS, Wells Fargo

The advisers, who joined Morgan Stanley Smith Barney in Missouri, Ohio and Texas, were longtime producers at their old firms before moving in April.

Swiss private bank appoints new head for unit advising US clients

He joins from ABN Amro, where he headed up the research unit for the Asia-Pacific region, and its investment advisory activities.

Signia Wealth boosts team with Barclays Wealth hire

He joins Signia Wealth from Barclays Wealth where he most recently held the position of Market Head for a number of businesses in the EMEA region.

Quilter names ex-HSBC private bank head as chairman ‎

Former HSBC private bank boss resurfaces in senior role

Swiss private bank Continues Expansion Drive in the UAE

The expansion effectively bolsters the private Swiss bank's presence from its Dubai hub and its ability to effectively and personally reach individual, family and institutional clients across the region.

Changes in the Executive Committee of Van Lanschot Belgium

In connection with this, the Board of Managing Directors has decided to appoint additional members to the Executive Committee in Belgium.

Ascent Private Capital appoints regional MD

In his new role, Vowinkel is responsible for driving the growth of Ascent Private Capital Management's new office in Seattle, which will open this summer.

Park Sterling announces wealth management hiring

Mr. Tuttle has over 20 years of experience leading both sales and product management teams in the wealth arena, primarily in South Carolina. He was most recently an executive vice president and head of Palmetto Bank's Trust and Investment Group, base

Dion appoints new European Sales Director

He has more than 18 years’ experience in international sales and boasts a well-developed network of contacts across Dion’s key markets.

Piguet Galland Appoints New Chairman

Piguet also proposed Thomas W. Paulsen, BCV’s chief financial officer, for the board, it said in an e-mailed statement today.

Coutts hires Credit Suisse wealth planning head ‎

He joins the private bank’s London office in the newly-created role to oversee the growth of tax and wealth structuring across UK, Asia and Switzerland.

Ex-Icap equities chief joins WH Ireland‎

His most recent position was head of equities at stockbroker Oriel Securities and prior to this he led Icap's global equities brokerage team.

US wealth management firm names new president

As president, Alexander will be chairman of the executive committee and oversee ongoing operations of the company.

Executive Moves