Managers of Wealth

Schroders Australia appoints new chief executive

Schroders explained the appointment is part of an important and future-focused evolution of the Australian business.

Acrevis appoints new branch manager in Pfäffikon

He replaces the previous branch manager , Martina Bigliardi Möhr , who previously managed the location in addition to her function as manager of the Lake Zurich market area, as stated in a statement on Tuesday .

Barclays appoints new senior transaction banking hires

In that role, she was responsible for Transaction Banking specialist sales, client consulting, client solution and integration teams, and the distribution arm of the Data & Analytics business, spanning the domestic and international markets.

M&G Wealth’s MD David Montgomery to leave in August

M&G Wealth has confirmed Montgomery’s exit.

Charles Russell Speechlys strengthens its international credentials with the appointment of Vanessa Duff

As many of Vanessa’s clients are expatriates, her expertise lies in dealing with cases which have an international perspective, and she has a particular interest in cases involving Hong Kong-European jurisdictional disputes.

Eric Woodward brings curtain down on 50-year wealth career

Most recently head of investments for Carrington Investments, Eric Woodward is to retire after five decades in the financial industry.

JPMorgan Names Wealth Head for Southeast Asia

He will soon relocate to Singapore from Hong Kong for the role and report to Asia chief executive Kam Shing Kwang.

Former Lonsec CIO joins global asset manager

He also previously spent seven years working at ING Australia and at BT Investment Management

Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco

The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.

UBS CFO Gives Ex-Credit Suisse Bankers Big Responsibilities

Although Bianchi brings many years of high-level experience in banking finance, his appointment does come as somewhat of a surprise.

Credit Suisse Asia Executive Joins Deutsche Bank

She will co-head the business with Melody Ngan, reporting to Haitham Ghattas, head of capital markets for the region.

UBS Europe names CEO

Tobias Vogel starts his new position on 1 July.

Navigation Wealth Management grows team with appointment

He has joined the firm, which has offices in Beverley and Wakefield, from investment management company Charles Stanley, where he was client relationship manager and business development manager for the Beverley area.

Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration

Industry Veteran Will Supervise Trust Administration Activities Across the Firm

Banchile wealth director joins Prudential as commercial exec

Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.

M&G Investments Appoints Japan Head

Based in Tokyo, he will report to M&G head of Asia Pacific Loretta Ng.

BNY Mellon Names Hong Kong Chief

He will take on the new role in addition to his existing responsibilities as global head of relationship management for depositary receipts.

Vibhor Singh leaves Morgan Stanley Wealth Management for Citi

Based in New York, he will be responsible for driving the bank’s data and cloud strategies.

Forum Finance hires sovereign wealth fund expert to head investments

He was most recently working for Unigestion, but also spent time at Saudi Arabia's Public Investment Fund.

Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer

Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.

Executive Moves