Managers of Wealth

Eden boosts wealth management capability with brace of senior hires

Eden Financial has further bolstered its wealth management strength with the hire of two senior figures.

Wells Fargo lands former UBS wealth adviser

Adviser David Halsch, a three-decade industry veteran, joined Wells' Denver office on Thursday from UBS AG's U.S. brokerage, a recruiter with knowledge of the move told Reuters.

Axa Wealth appoints head of business development

Stratton was appointed to the newly-created role on April 1 and will join the Axa Wealth management team. He was previously regional sales manager for the midlands.

JP Morgan Private Bank hires trio for UK plans

JP Morgan Private Bank has beefed up its UK team with three senior hires.

Leading Swiss private bank makes new senior appointments in private banking team

The bank has named senior bankers in its private banking Asia-Pacific business

Fleming Family & Partners Private Equity Appoints Investment Directors

Fleming Family & Partners Private Equity has appointed two new Investment Directors.

Barclays Wealth appoints Regional Manager for Atlanta

He joins Barclays from Morgan Stanley Smith Barney, where he has worked for nearly two decades in wealth management.

UBS adds advisers with $2 bln in client assets

UBS's Americas wealth management group is the fourth-largest U.S. brokerage by client assets with $754 billion in assets under management and just under 7,000 advisers as of the end of December.

Northern Trust announces changes to West Coast leadership

Promotions support continued growth of wealth management and private banking businesses

Mercer to rebuild Asia wealth team after departures

The last remaining member of Mercer’s three-strong wealth management consulting team in Singapore moved on last week, but the investment consultancy plans to rebuild and strengthen in this area.

Itau Private Bank international strengthens its international operations

Ms. Sevilla-Sacasa holds a B.A. from the University of Miami, an M.B.A. in International Management from the Thunderbird School of Global Management and speaks four languages: English, Spanish, French and Portuguese.

JPMorgan Adds Advisor-Based Business in Philadelphia

The new J.P. Morgan Securities office in Philadelphia will be led by John Borzi, a longtime Barclays Wealth veteran.

Cardinal hires senior portfolio manager

Cohen began his career in the financial services sector more than 25 years ago. Most recently, he worked as Director of Fixed Income Investments with consultant Fortigent, LLC, where he oversaw the development of the firm’s fixed income investment p

UBS’s Cremoux to Head Latin America Investment Banking

The biggest investment banks are pushing into emerging markets in Latin America and Asia as their economies expand.

RBC WM hire emphasises UHNW focus

He will work with RBC WM’s credit teams around the world as part of an ongoing strategy to focus on UHNW clients.

Coutts bolsters Asia team with three senior appointments

Coutts has announced the appointment of three senior hires to its Products & Services team in Asia today.

Butterfield adds to private banking team

Prior to joining Butterfield he held positions within Insinger de Beaufort, Close Brothers and Rathbone Investment Management.

Deutsche Bank PWM hires HSBC high net worth boss

Deutsche Bank Private Wealth Management has boosted its team serving the extremely wealthy in Great Britain by making two appointments from HSBC Private Bank.

China Sovereign fund European PE head quits

The European head of private equity at China Investment Corporation has resigned after only four months in office.

Shuaa appoints former ABN Amro exec as CEO ‎

He left the Dutch lender in 2010 and has been working as an independent financial advisor since then.

Executive Moves