Managers of Wealth

Leading Swiss private bank expands APAC research team with senior hires

The bank announced senior appointments in its Private Banking Asia Pacific Research team.

Asset Management ‘Skill’ Worth 5% a Year

Managers classed as ‘skilful’ are most likely to be strong in the second section, being able to hold on to a stock that has performed in the past and continues to do so when held in the portfolio, Inalytics said.

Former President of Global Wealth Management group joins Gold Bullion board

"I saw the value of the GBI model and philosophy as soon as I was introduced to the company and its management," she said

UBS loses Americas investment banking head

The move comes amid a wave of executive changes at UBS and its investment bank.

Report: Credit Suisse May Cut 5,000 Jobs

According to Swiss paper Der Sonntag, the Zurich-based lender could disclose the cost-cutting moves in its upcoming first-quarter earnings report on April 25.

Coutt appoints new Head of South Asia

He will lead teams of private bankers responsible for high net worth clients in Singapore and South East Asia,

Unigestion adds to institutional team in Germany and Austria

Most recently he worked with Credit Suisse since 2009

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

Executive Moves