Managers of Wealth

Australian wealth manager appoints group managing director

He was the previously the chief executive at Centric Wealth but left suddenly in July last year.

Julius Baer expands South American team

Julius Baer, the Swiss bank, has hired Daniel Vegue Dominguez as boss for its external asset managers business for Latin America.

Top US bank's Germany chief takes leave amid scandal

Morgan Stanley Bank AG said Monday that Dirk Notheis notified the supervisory board of his decision.

US wealth boutique appoints new chief investment officer

From 2001 to 2006, he served as chief information officer and head of Vanguard's Information Technology Division.

KBK Wealth Management appoints new marketing head

She has many years' experience in strategic planning, creative development, event marketing, and promotional functions for various industries.

Baird adds advisers with $460 mln in client assets

Robert W. Baird & Co said on Tuesday it added five veteran advisers to the firm's private wealth management group, expanding its footprint in California, Oregon and Texas.

Bank of America to Hire 1,000 Military Vets

Bank of America plans to double the number of military veteran hires to 1,000 this year, with opportunities in IT and operations, military assistance, consumer banking and wealth management.

Enness Private Clients Expands Broking Operation

Claudia Marley becomes the newest employee at Enness where she will be a mortgage consultant.

BNP Paribas loses two top commodities bankers

BNP Paribas has lost two of its top Geneva-based bankers in commodity trade finance, the French bank confirmed, dealing a further blow to one of the sector's major lenders.

Rothschild’s David Resnick Said To Join Third Avenue

David Resnick, chairman of global financing advisory at Rothschild North America Inc., is leaving the investment bank to become president at Third Avenue Management LLC,

Duncan Lawrie Private Bank appoints UK regional director

He has enjoyed a career spanning 28 years and joins from Clydesdale Bank where he held the role of senior partner and was responsible for running the Bristol team of corporate relationship managers and support staff.

US private banking firm snags for Barclays Wealth exec

He comes to Fieldpoint Private from Barclays Wealth, where he managed a broad and integrated scope of investment and banking needs on behalf of 40 ultra high net worth families.

Swiss private bank to make heavy job cuts in Europe - sources

The cuts are part of a plan announced last year to sever some 3,500 jobs throughout the bank worldwide, but the focus on core investment banking signals that corporate despair about the economy persists worldwide.

HPM Partners Expands in the Midwest

HPM Partners, a nationally recognized, independent investment and wealth management firm, has opened an office in Bloomfield Hills, Michigan, its fifth in the U.S.

Mariner Wealth Advisors Enhances Insurance Consulting Team

Veatch, an insurance industry veteran with nearly two decades of experience, joins Mariner following positions with Metis Companies and Lockton Companies in Kansas City.

SEI appoints Global Wealth Services director

He has held roles as a Sales Director at Pershing, eClerx, Dealogic, and TD Wealth Institutional (formerly OMX securities).

Swiss FoHF house approves shares buy back plan; two to join Board

The Board has approved management’s proposal for the company to buy back ordinary shares in the open market initially to cover the number of shares contemplated under the acquisition of Penjing Asset Management

Ex-Barclays Wealth director joins UK wealth manager

He will be responsible for certain relationships with family groups, individuals, trusts and charitable foundations.

Sterne Agee Expands Private Client Group in Chicago

Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President

JPMorgan creates new asset management unit, reshuffles leadership

The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.

Executive Moves