Managers of Wealth

Brown Shipley manager resigns after fund shutdown

Robert Van Kleeck has resigned as manager of the firm's sterling bond fund after the mandate was closed to new investors in anticipation of 'large redemptions'

Marlborough hires Russell wealth boss to head development

The Marlborough Group has appointed Nick French from Russell Investments where he was managing director and head of UK wealth management.

Promotions in Ogier's private wealth and corporate teams

Her previous experience at City firms means that she understands both the onshore and offshore elements of the transactions

TwinFocus appoints director of Wealth Planning

He will draw from this experience to help advance the firm's modern approach to integrating all facets of wealth management solutions

J.P. Morgan Asset Management CEO to retire

A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.

Kathryn Collings Joins Focus Partner Firm The Colony Group

Collings has joined Colony as a Senior Wealth Advisor

Credit Suisse Poaches UBS Ultra-Rich Team

The super-rich segment is key to both Credit Suisse and UBS' wealth management efforts.

Schroders strengthens UK institutional team

She will focus on working in partnership with Schroders' institutional clients

Ex-Brewin man to head Charles Stanley Glasgow office

Wealth manager is looking to recruit more financial planners and investment managers for new location

Ex-Julius Baer Banker Resurfaces at Pictet

Habibian is the latest in roughly three dozen bankers to join Pictet from Julius Baer globally under new wealth management co-head Boris Collardi.

International multi-family office expands Corporate Finance team

He has extensive investment banking and corporate finance experience

Charles Stanley hires from Barclays for Glasgow launch

Charles Stanley has hired from Barclays as it launches an office in Glasgow, continuing a recent targeted expansion in Scotland.

Old Mutual to Fire CEO for Breaching Dividend Payment Rules

“The board came to the conclusion that there was a material breakdown in trust and confidence,” it said.

Boutique private bank appoints head of wealth planning

Based in London, John will work with high net worth families and their professional advisers to ensure that they have a clear financial plan in place.

McLaughlin leaves AIB to manage his father’s wealth

The market is dominated by stockbroker Davy, where Kyran McLaughlin was head of capital markets until his retirement last year.

A&G Private Banking expands Madrid team

A&G, with some €10bn in assets under management,has nearly 170 employees and over 70 bankers working for its offices scattered across Madrid, Barcelona, Santander, Sevilla, Valladolid, Valencia and Luxembourg.

UK wealth management group makes senior hire in Scotland

The firm’s presence in Scotland has grown considerably over the past year with a number of new hires in Aberdeen, Edinburgh and Glasgow.

Nikko AM appoints Head of Asia ex-Japan Equity

Nikko Asset Management’s Asia-ex Japan Equity team is a large, stable team and will be staying in place in its current format.

Estera appoints Group Head of Funds

Ethan has assumed this role in addition to his responsibilities as Managing Director of Estera Guernsey and Group Head of Corporate Development.

SANNE appoints Country Head to lead its Singapore business

Taking up the role officially in May 2019, David will be responsible for continuing to drive SANNE’s alternatives and corporate offering in Singapore and across the region.

Executive Moves