Managers of Wealth

Macquarie Private Wealth expands Toronto team

He will lead an expanding team of advisors as Macquarie continues to add numbers to its ranks of top practitioners.

Independent wealth management firm expands with veteran ex-Morgan Stanley hire

He has more than $20 billion in investable client assets under management

HSBC Qatar appoints new Head of Wealth Management

He joins the Qatar business after 5 years with the HSBC Group working in a range of fast-growing economies, including roles in Turkey and India.

Canada's RBC to double Mideast wealth management team: executive

"We currently have 15 people in our Dubai office and will expect to double that in the next two to three years," Barend Janssens, head of the bank's wealth management in emerging markets told reporters in Dubai.

Senior UBS Australia energy banker to leave

He has worked on several energy deals including the A$3.4 billion takeover of Arrow Energy by Shell and Petrochina in 2010, the sources said.

Swiss Central Bank Taps New Chairman

Mr. Jordan, a well-regarded economist who has worked for the Swiss National Bank since 1997, has been heading the institution on an interim basis since January, when Philipp Hildebrand resigned over a currency trading scandal.

Three former M&I wealth management executives leaving BMO

Three former Marshall & Ilsley Corp. wealth management executives who joined BMO Financial Group last summer after its takeover of M&I have left or soon will be leaving BMO, the company said.

Tom Kalaris promoted to new role of executive chairman of the Americas

The bank said on Wednesday Kalaris will retain his current position as Chief Executive of the Wealth and Investment Management division but will help review the group's strategy in the Americas.

Evercore Wealth taps new MD and portfolio manager

Evercore Wealth Management CEO Jeff Maurer welcomed Mr. Bergner, saying that his more than 20 years of experience in managing individual, family and related institutional assets will contribute to the continued growth of the firm.

Another Media Banker Departs UBS

The two bankers are likely to team up for their next venture, and are exploring multiple opportunities, including starting their own firm, the people said.

Credit Suisse private banking appoints senior trio amid restructure

They have extensive experience assessing and evaluating credit risk for private banks

Southeast Asia head departs Coutts

A spokesperson for Coutts in Singapore confirmed that the firm expects to announce a new head of products and services for the region in the next few weeks

Wells Fargo adds 16 advisers with $1.1 bln in assets

Wells Fargo & Company has bolstered its brokerage base across the United States, hiring at least 16 veteran advisers who managed more than $1.1 billion in client assets at their previous firms.

Leading Swiss private bank expands APAC research team with senior hires

The bank announced senior appointments in its Private Banking Asia Pacific Research team.

Asset Management ‘Skill’ Worth 5% a Year

Managers classed as ‘skilful’ are most likely to be strong in the second section, being able to hold on to a stock that has performed in the past and continues to do so when held in the portfolio, Inalytics said.

Former President of Global Wealth Management group joins Gold Bullion board

"I saw the value of the GBI model and philosophy as soon as I was introduced to the company and its management," she said

UBS loses Americas investment banking head

The move comes amid a wave of executive changes at UBS and its investment bank.

Report: Credit Suisse May Cut 5,000 Jobs

According to Swiss paper Der Sonntag, the Zurich-based lender could disclose the cost-cutting moves in its upcoming first-quarter earnings report on April 25.

Coutt appoints new Head of South Asia

He will lead teams of private bankers responsible for high net worth clients in Singapore and South East Asia,

Unigestion adds to institutional team in Germany and Austria

Most recently he worked with Credit Suisse since 2009

Executive Moves