Managers of Wealth

IQ-EQ appoints Head of Risk and Compliance in Jersey

He started his career with KPMG and Deloitte as a chartered accountant and auditor, before holding various senior policy and managerial positions with JFSC.

Brooks Macdonald hires Hawksmoor regional sales manager

Kieran Daly joins as a sales manager covering the Midlands, Wales and North of England.

Investec W&I bolsters Glasgow and Manchester wealth arms

Investec Wealth & Investment has made two senior appointments to its Manchester and Glasgow offices.

UBP Reshuffles Asia Leadership

Wong will replace current North Asia head Eric Morin who will relocate to Singapore to become the bank’s regional head of Southeast Asia and the branch CEO for the city-state, subject to regulatory approval.

Titanbay appoints Abrdn private equity boss to advisory board

Merrick Mckay, head of European private equity at Abrdn, will sit on Titanbay's investment advisory board where he will make decisions regarding the strategies and funds that reach the platform.

London boutique founder moves to Man Group

Sof Yiannakas will join Man GLG to lead a long/short fund with support from two managers.

Private Banking: Appointments of Dorothée Watine and Jean-Nicolas Schweigert

Dorothée Watine and Jean-Nicolas Schweigert became members of the management committee of private banking in France on the same date.

Merryn Somerset Webb stands down from Netwealth board

The Financial Times columnist is standing down after four years on the digital wealth firm's board.

Hargreaves Lansdown hires chief client and commercial officer

He brings considerable digital transformation experience in client experience, product development and performance efficiencies across financial services and technology businesses.

Julius Baer Adds Team to Grow Northern India Business

Julius Baer is in the midst of a five-year transformation strategy in India with the aim of expanding its onshore wealth management business.

Lombard Odier PM joins Credit Suisse AM as Swiss equity head

Damian Burkhardt has joined from Lombard Odier.

Hargreaves hires Barclays tech heavyweight as commercial boss

Revealed: Ruchir Rodrigues joins the firm after almost a decade with Barclays, where he served as divisional business head for its next-generation commerce platform

AHR poaches former Quilter International and Utmost veteran

He has worked for 36 years on the intermediary side of the industry

Credit Suisse revamps Asia-Pacific wealth management team

The appointments came after Young Jin Yee, Cavalli’s deputy, left to join Deutsche Bank.

Credit Suisse announces new head of product within asset management division

Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.

Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Titan Wealth appoints new head of portfolio management

He also chaired the firm's Investment Committee and was a voting member of the Fund Selection Committee.

RBC Wealth Management Names Asia COO

Previously, he also led RBC Wealth Management’s credit team in Singapore as well as the regional lending team in the UK.

EQ Investors lose second CEO this year

Nath Papadacis has left the firm after a brief stint as joint CEO.

Abrdn EMEA sales boss exits

Stuart McGlynn, veteran sales manager at Abrdn, will be leaving the firm after over two decades.

Executive Moves