Managers of Wealth

Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.

Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist

Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis

Santander Private Banking Strengthens Its Dubai Office With Four New Hires

In the past month, the entity has strengthened the Dubai team with the addition of four new professionals

Zurich Multi-Family Office Expands Real Estate Offerings

It is now also active in the area of existing properties.

Investment director let go by Mattioli Woods joins boutique

Ian Goodchild joins Becketts Asset Management after leaving Mattioli in January in the wake of a restructure of its investment proposition following a decade with the business.

Banque Audi Suisse names private banking head

Walid Moukarzel succeeded Youssef Nizam in May after the latter became general manager of the bank.

Oak Group appoints Group Chief Operating Officer

David will oversee the day-to-day administrative and operational functions at Oak.

Goldman Sachs Asset Management’s EMEA ETF head to retire

In the interim, Thompson was president at Source ETF from 2008 to 2016 before it was acquired by Invesco in 2017.

Two Basler Kantonalbank BoD members resign after decade at firm

Karoline Sutter and Urs Berger will not stand for re-election at the next AGM.

Ex-UBS director takes swipe at consolidators in DFM launch

Shiv Gossain leaves UBS after seven years to set up AR Wealth Management.

Morgan Stanley names new head of int’l wealth management in leadership shuffle

The wirehouse has made three senior appointments within its IWM and international banking divisions, Citywire can reveal.

Nuveen Appoints William Huffman as Chief Executive Officer

Mr. Huffman will chair the Nuveen Executive Leadership Team and serve as a member of TIAA’s Executive Committee.

Oak Group announces 24 group-wide promotions

International funds, private client and corporate service provider, Oak Group, has promoted 11% of colleagues across its offices.

BIL Suisse reinforces with senior recruits

The new hires cover wealth management, investment solutions and external asset managers.

Promotions at Obwaldner Kantonalbank

The management and all employees warmly congratulate those promoted and wish them much success and satisfaction in their responsible positions.

Northern Trust Asset Management Names Head of Global ETFs and Funds

David Abner, Pioneer of the ETF Industry, to Oversee NTAM ETFs and Mutual Funds

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast

He provided thought leadership, education and insights on their investment and retirement assets.

SJP hires new CFO to succeed Craig Gentle

Waddington will join SJP in the second half of the year, at which point Gentle will step down as a director.

M&G Wealth appoints Lisa Worley as Chief Marketing Officer

She will drive strategic marketing, as well as work to enhance the adviser and customer experience, enabling M&G’s ambition to become a leading wealth business in the UK.

Executive Moves