Managers of Wealth

Brown Shipley private bank head exits for Barclays

Elizabeth Weir leaves Brown Shipley to become head of UK domestic with Barclays Private Bank.

Google Billionaire’s Family Office Hires GIC Alum for ESG

Family offices are emerging as key backers for deals and funds

The Opel family fills the Swiss family office with a new boss

Waldner has had a long career in the financial industry

Roger Weatherby takes over as Chairman of Weatherbys Banking Group

Roger served as Chief Executive of the Bank from 2000 until 2023 during which time the Bank’s assets have grown from less than £50m to £1.7 billion.

Helen Whelan named Chief Risk Officer at Brown Shipley

Whelan will be responsible for further strengthening risk management practices and controls at Brown Shipley.

Cantor Fitzgerald continues to expand its Technology Investment Banking team with nine senior hires

Cantor has been actively expanding its Technology Investment Banking group in New York, San Francisco, and London

HSBC GBP makes senior UHNW segment hires

HSBC Global Private Banking has appointed UHNW and family office coverage heads, in addition to hires late last year.

Indosuez Wealth Management adds senior bankers for North Asia, part of strategy for sustained growth in Asia

Their appointments are part of the bank’s strategy to strengthen its position in Asia by establishing teams with strong expertise to better serve specific client segments.

Caroline Oosterloo ABN AMRO interim CRO from 24 April 2024

Caroline Oosterloo has more than thirty years of experience in the banking sector.

Quilter appoints Alexander Kirby as reporting and governance manager

Kirby will focus on corporate sustainability reporting and disclosure, supporting Marisol Hernadnez and Gemma Woodward who have joint responsibility for delivering Quilter’s corporate sustainability agenda.

Calastone Appoints Chief Technology Officer

Digital innovation remains a key priority for the business.

Mutation in the SIX Group management

He will therefore be responsible for the group-wide development and operation of the entire IT infrastructure.

Vontobel announces changes to its Board of Directors

Clara C. Streit and Michael Halbherr decided not to stand for re-election due to other professional commitments.

Barclays to grow advice arm with planner hiring spree

The bank is hiring 23 new wealth managers to join the business across London and the Southeast.

Appointment of a Non-Executive Director

Siobhan will join both the Company's Audit and Risk and Nomination Committees with effect from her appointment.

China private wealth and Singapore family office specialist Linda Bai joins Dentons Rodyk

Linda is currently pursuing qualifications to be dual-qualified in both Singapore and China law.

Sanctuary Wealth welcomes its partner firms’ network

A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.

Former Merrill Lynch int’l wealth boss joins Citi Private Bank in senior role

The 33-year industry veteran had said he was retiring from the industry but is now reuniting his former boss Andy Sieg at Citi.

Fintech appoints former VZ manager to the top

Previously, he served as Chief Financial Officer (CFO) and member of the executive board of the VZ banking group and as a member of the board of directors of VZ's Swiss subsidiaries.

BNP Paribas Names South Korea Leader

Regazzoni has over 25 years of experience

Executive Moves