Managers of Wealth

Quilter boosts Edinburgh office with ex-Close hire

He was a private client investment adviser at Close and has worked in Scotland's financial services for 26 years.

Cayman-domiciled Leopard Capital appoints new Asian marketing head

He comes to Leopard from Upbest Financial Services where he raised funds for joint venture real estate projects, primarily retail and residential investment and development projects in Macau.

SunGard boosts Wealth and Asset Management Businesses with two key hires

Harold Finders, chief executive officer of SunGard Financial Systems, said, “Regulatory requirements and economic pressures across the financial services industry are driving organizations to seek managed services offerings that can help them reduce

Swiss Private bank makes senior hires for Greater China private banking team

He was previously a managing director and China team head at BNP Paribas Wealth Management.

J.P.Morgan Names Three Australian Managing Directors

Wall Street bank J.P.Morgan — which is proudly flying the Facebook IPO flag outside its Park Avenue office building — has promoted three Australians to managing director.

LPL Financial appoints president of its unit

Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog

Gresham Partners Hires Wally Head as Vice Chairman

With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t

Citi hires from JP Morgan's private wealth unit

Michael Sak joined Citi on Thursday from JP Morgan, where he worked for more than a decade, most recently as a vice president in the firm's private wealth management group

Signia Wealth appoints Head of Alternative Investments

Prior to joining Signia Wealth, Ameet was a Managing Director at AlphaOne Partners in a similar role investing in hedge funds on behalf of UHNW clients.

Tiedemann Wealth Management Expands Team

Tiedemann Wealth Management has announced an expansion of its client services and business development team

Natixis Global AM appoints institutional sales director for MENA

He will be responsible for Institutional sales in MENA and CEA regions

Oppenheimer appoints Chief Market Strategist

He joins OAM from his prior position as Senior Market Strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients

Schroders expands Global Fixed Income with EMD Relative Return appointments

Schroders has expanded its fixed income team by appointing four senior professionals to develop its capabilities in the Emerging Market DebtRelative Return sector

UBS Hires Ex-BofA Analyst as Managing Director

He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.

Golden Phoenix Appoints Institutional and Sovereign Wealth Fund Expert

He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.

Brewins hires four from Barclays for Ipswich launch

Brewin Dolphin has hired a four-strong team from Barclays Wealth to spearhead the opening of a new Ipswich office, expanding the wealth manager’s stable to 42 branches.

Standard Bank investment banking head quits to Join Barclays as Africa CEO

He will become chief executive officer of Barclays Africa and head of Africa strategy at Absa, the South African lender controlled by London-based Barclays, Absa said in a statement today.

Morgan Stanley said to hire Deutsche Bank official for wealth unit

He will join Morgan Stanley’s wealth management business in a senior role, according to the person, who declined to be identified because the company hasn’t publicly announced the hiring.

The Private Bank of California makes three key appointments

The Private Bank of California has announced the hiring of three key bankers who will spearhead the opening of the Bank's Orange County Branch Office, a full service location scheduled to open in Irvine this July.

Coutts taps director of corporate communications

Olivia joins Coutts from Credit Suisse where she led the Press Office function for their UK Private Banking business.

Executive Moves