Managers of Wealth

Bank Sarasin gets new head of investment consulting, North Asia

Timon is an accomplished industry veteran, with 25 years in private banking.

UBS’s McCann Taps 3 Former Merrill Colleagues to Rebuild

The panel includes Samuel Molinaro, an ex-Bear Stearns Cos. chief financial officer who joined UBS last month, and Shawn Lytle, head of money management in the Americas.

Gresham Partners boosts alternative and private equity investments operations

Prior to Gresham, Joeng was a portfolio manager and non-marketable securities officer at Williams College Investment Office where he was responsible for managing and investing the college’s private equity and real estate/real assets portfolios.

ABN hires COO for private banking Asia ‎

He was also a founding member of ING Asia Private Bank at its launch in 2001.

Berry Asset Management appoints new head of IFA sales

a 25 year veteran of the Financial Services industry, joins the Pall Mall based outfit from Citi Quilter

Westwood Trust adds to its wealth team

Prior to joining Westwood Trust, he served as Private Client Associate Advisor for First National Bank/Wealth Advisors

RBC Wealth adds veteran Morgan Stanley broker

Adviser Scott Karkenny joined RBC's Conshohocken, Pennsylvania, office in early March from Morgan Stanley Smith Barney, where he managed $165 million in client assets.

Barclays bolsters Bournemouth office with new Wealth Advisory hire

He has joined the team from local accountancy firm Old Mill Financial Planners

Evercore Wealth Management Boosts team

He joins Evercore Wealth Management from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families

Sacked! Former BofA-ML Advisor Accused of Fleecing NFL Star Dwight Freeney

That client, who is only identified in court documents as “D.F., a professional football player” is Indianapolis Colts defense end Dwight Freeney, an official confirmed.

Wunderlich Securities Expands Its Private Client Group in Houston

For more than 40 years, Lynn Houston provided his clients customized financial strategies to help them achieve their life goals.

European Private-Equity Chief To Leave China Wealth Fund

A top private-equity executive at China Investment Corp. has resigned, according to people familiar with the matter, joining other recent departures from the giant sovereign-wealth fund.

UBS's Kaushik Amin Among Americas Executives Said to Leave Firm

UBS AG's Kaushik Amin was among at least four executives to leave the investment bank's operations in the Americas, said two people familiar with the matter.

UBS names more regional investment chiefs

Their objective is to devise investment ideas at a time of low interest rates and turbulent markets, while building confidence among clients, Friedman said in an interview in Zurich yesterday.

Swiss private bank looses emerging markets syndicate head

At UBS he transferred from Hong Kong, where he also headed the Asian syndicate desk, to London in May 2010 to run the global EM effort.

Hiscox bolsters APC division ‎

As Head of Motor, Steve Morse will take on overall responsibility for Hiscox's high value motor line, working closely with brokers to identify areas of growth and developing opportunities through schemes and MGA channels.

Morgan Stanley hires $800 mn UBS adviser team

They generated roughly $6 million in revenue last year.

The Hartford offers wealth chief $2M to stay

The bonus would be on top of Levenson's compensation and benefits package already in place with The Hartford, the filing said.

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.

Executive Moves