Managers of Wealth

Ex-Rathbones CEO back in the hotseat as Openwork boss exits

Philip Howell will lead Openwork on an interim basis after the exit of CEO Richard Houghton, weeks after the firm announced a minority investment by US PE house Bain Capital.

Bank Pictet gets new European head

He will take up his new role on January 1, 2025.

UBS Asset Management appoints ETF industry veteran Rory Tobin

The firm writes that in this new role, Tobin will report to Aleksandar Ivanovic, President of Asset Management

EAM and funds chief exits VP Bank Liechtenstein for 1741 Group

Daniel Augsburger, who served at VP Bank for eight years, will take over as head of sales at 1741 Group in January.

This new Goldman Sachs partner is leading the bank's strategy with young heirs and founders

Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.

This new Goldman Sachs partner is leading the bank's strategy with young heirs and founders

Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.

US RIA EP Wealth Advisors appoints new COO

Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.

Northern Trust Asset Management Names New Head of Tactical Asset Allocation

Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role

UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

She was a director at AllianceBernstein, in the private wealth management group.

Sven Wuerttemberger to become CEO of DWS CH AG

He will continue to report to Alexia Giugni, Head of Coverage, EMEA ex Germany and Austria.

Premier Miton: DFMs shouldn’t be competing with advisers

The asset manager hopes to break into a crowded market by avoiding competition with financial planners and highlighting its fund experience.

Ex-Ruffer top 30 star launches wealth firm

Harry Sevier will launch Lulworth Investment Management at the end of the year.

Kotak Private Banking’s business head departs

After spending her entire career at the bank in various divisions, the business head is leaving Kotak Private Banking.

Helvetica CEO Marc Giraudon aims for another IPO

The team spirit plays a major role for the new CEO of real estate investment manager Helvetica .

RBC Brewin Dolphin hires fund analyst from 7IM

Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.

Kevin Singh Joins as Corporate Finance Assistant Manager

Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.

St James’s Place continues exec shakeup with new chief risk officer

He is set to be replaced by Hestie Reinecke, who joined the business in October.

Julie Dean joins Chelverton to manage new UK opportunities fund

The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.

Oberon hires Adam Hughes as head of distribution

Hughes formerly with Neptune Investment Management and Gresham House

Executive Moves