Managers of Wealth

Another Breakaway Merrill Advisor Heads to HighTower

He will develop and implement advanced planning strategies for clients, including preservation of capital, tax minimization and lifetime cash flow needs.

Olympics director joins Ashcourt Rowan board

He will take on his new role from April.

Edmond de Rothschild Group announces board changes

Christophe de Backer, Chairman of the Executive Committee of Banque Privée Edmond de Rothschild S.A. in Geneva (as of 26 April 2012) has been appointed Director and General Manager of Compagnie Financière Saint-Honoré in Paris (as of

UBS names MENA Investment Banking head

UBS has named it's head of its Middle East, North Africa (MENA) investment banking department, a source familiar with the matter said.

Margaret Cole on greed and bad bosses

In fact, Ms Cole looks like the cat that got the cream. We meet in a tiny room at the Financial Services Authority's offices at Canary Wharf and she's looking tanned and fit after a holiday in Thailand.

ClearView Wealth expands team

Their charter will be to promote ClearView's life advice and wealth product suites launched in December 2011 to independent financial advisers (IFAs).

Close AM relationship head and CFO to depart

The exact reasons for their departures are not known, although a spokesperson said they were leaving to pursue ‘alternative opportunities’.

Citi India appoints Private Banking head

He was the Head of Retail Branch Banking business in India where he ran Citi’s network of 42 branches spanning across 30 cities and was responsible for Commercial Banking and Wealth Management distribution business originating from the Bank’s

Rathbones expands Edinburgh office

He joins Rathbones from Turcan Connell Solicitors & Asset Managers where he has worked for over five years, managing investments for private clients, charities, trusts and family offices.

UBS Global AM's Asia Pacific to step down

Chief Executive of UBS Global AM's Asia Pacific business is stepping down.

Credit Suisse staffs up in Canada

The Swiss-based bank hired four people in Canada last week, bringing the total to seven new hires this year.

Former Northern Trust executive joins MSSB business

Bob will be based in Morgan Stanley’s Private Wealth Management office in Chicago to further expand the existing footprint of Graystone Consulting, as well as partner with Morgan Stanley’s Private Wealth Advisors who provide a range of investm

Credit Suisse reshuffles investment banking arm

The bank is also moving across a top executive in the United States, where Amine is based, to run investment banking for Europe, the Middle East and Africa, according to a second memo obtained by Reuters.

U.S. Trust Veteran Leaps to Fieldpoint Private

According to Robert S. Matthews, President and CEO of Fieldpoint Private, professionals such as Mr. Rigoroso are among the key reasons the firm has grown more than ten-fold, to nearly $3 billion in assets under administration, in the past year.

Northern Trust Snags Wealth Manager from RIA Firm

Prior to that, he was a senior investment counselor and chief investment officer of Miller/Russell & Associates, where he oversaw the institutional wealth management division and the firm’s investment platform.

James Hambro & Partners hires from Barclays and Barings

James Hambro & Partners has unveiled a string of new hires and partners as it looks to strengthen its team.

Rathbones raids three rivals for quadruple hire ‎

Rathbone Investment Management has completed a four-strong hiring spree from rivals Brewin Dolphin, Newton Investment Management and Turcan Connell.

Coutts appoints new Chief Financial Officer

She joins from Lloyds Banking Group where she was Finance Director of the Corporate Banking Division

Citi Private Bank Hires Wells Fargo Executive in Houston

He joined Wells Fargo in 2000, following five years at Bank of America in various senior wealth advisory roles.

UBS Grabs Advisors With $1.7B in Assets From Rival Firms

The largest producing team of those hires includes Matthew Kilgroe, Peter Frantzis and Tommy Kidwell, who join UBS in St. Petersburg, Fla., from Merrill Lynch.

Executive Moves