Managers of Wealth

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

Private markets duo exit Rothschild & Co in ‘reorientation’

Clément Schnappler and Frank Krischan, who joined Rothschild & Co in 2021 and 2022 respectively, are set to leave the firm due to a team restructuring.

Federated Hermes boost sales team with Goldman Sachs PWM hire

Calista Ng joins the firm's business development team focusing on family offices and private wealth.

BBH Grows its Infomediary® Data Solutions Team with Hires in Boston and London

BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.

SCS Financial Appoints Lane MacDonald as Chief Investment Officer

Additionally, he will oversee a team of roughly 20 investment professionals across asset classes.

Former NatWest boss Samuel Okafor named CEO of inclusion campaigner Kick It Out

The former midfielder also co-led NatWest’s racial equality taskforce and replaces departing Kick It Out CEO Tony Burnett, who announced he was stepping down in January.

James Crossley to join Rathbones as Head of Asset Management Distribution

James joins from Legal & General Investment Management

Boston Consulting Group Switzerland expands management team

Six Managing Directors and Partners (MDPs) will be appointed in the middle of the year

UBS strengthens Global Wealth Management’s Middle East team with ten new hires

In order to seamlessly execute on the bank’s strategy and maintain an unwavering focus on clients’ needs

Fisch Asset Management rejuvenates Board of Directors with representative of the second generation of the founding family

By electing Alexander Fisch, the founders Kurt and Pius Fisch are sending a clear signal that they will continue the existing corporate strategy.

UBS appoints Ryann Kilgore to lead Greater New England Market

Ryann brings nearly 20 years of wealth management experience to the role.

IQ-EQ appoints Managing Director for Belgium

Prior to joining IQ-EQ, he was a Director for Deloitte Consulting, where he delivered transformational engagements in asset management, private equity and advisory services for real estate.

Enness Global expands its Scotland presence

Enness Global is increasing its footprint in Scotland

Former UBS manager becomes president of Bitcoin Suisse

The Board of Directors of Bitcoin Suisse has a new composition.

Federated Hermes strengthens private wealth team

Based in Singapore

UBS institutional client coverage lead departs

Drew Fowler, who has run institutional coverage for four years, confirmed his departure.

StanChart names Haymans Fung as global head of wealth and retail banking marketing

She will report to Samir Subberwal, global head, wealth solutions, deposits and mortgages and chief client officer, wealth and retail banking, Standard Chartered Bank.

Andrew Shepherd to retire as Brooks Macdonald group CEO

CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank

Canaccord bolsters Newcastle arm with Brewin Dolphin hire

Competition for wealth management talent in the Northeast continues as Canaccord hires Samantha Gibson.

Executive Moves