Managers of Wealth

Waverton appoints Business Development Manager for Scotland and Northern Ireland

Derek joins Waverton from Fundamental Asset Management where he had been a Scotland-based BDM.

Saunderson House announces new chair

In 2018, she became Head of our Discretionary Management Service and is now responsible for delivering the proposition to clients.

Bank Syz hires Switzerland head

New hire Dominik Staffelbach will report to Nicolas Syz, head of private banking.

UBS Names Successor

Colm Kelleher to be nominated for election to the UBS Board of Directors to succeed Axel A. Weber as Chairman

Former Aegon CEO to succeed Paul Achleitner as Deutsche Bank chair

Alex Wynaendts brings extensive expertise and decades of in-depth experience in the global financial services sector to this role.

Societe Generale Appoints APAC Head of Global Banking and Advisory

De Givry has over 25 years of banking experience, mainly in project and structured finance, across various regions with a focus on the energy, natural resources and industries sectors.

UBS Fund Managers to Exit Amid China Property Crisis

UBS has 26 staff in its emerging market and Asia-Pacific fixed-income team and it is looking to replace the departing managers with four new hires.

IWP shakes up management team with double hire

National advice firm Independent Wealth Planners has hired a managing director and a marketing director, both newly created roles at the business.

Wealth manager’s Newcastle office grows financial planning team

Brewin Dolphin’s Newcastle financial planning team has grown, with Sam the third addition in as many months, as the office sees a rising demand for financial advice.

Latest moves take headcount at Brewin Dolphin's Glasgow office to record high

Wealth management firm Brewin Dolphin has expanded its Glasgow team with 14 appointments and promotions across its financial planning and investment divisions.

Close Brothers AM CEO steps down

Martin has been with CBAM for sixteen years, the last thirteen of which as Chief Executive.

Mercer Boosts Regional Wealth Capabilities

In her new role, she will be is responsible for leading the strategic expansion of the proposition and driving growth for Mercer FundWatch in established markets like Singapore and Hong Kong, as well as in new markets such as Taiwan.

BNY Mellon taps Natixis for head of European distribution

Shafer will also chair the firm’s Emea distribution executive committee.

HSBC's Regional Wealth Head Takes on New Role

«[The appointment] provides a solid foundation to continue to transform and exponentially grow our insurance franchise as we aim to scale up our wealth capabilities globally, particularly in the Greater Bay Area, mainland China, ASEAN and India,&

SZKB appoints head of private banking

SZKB private banking manager pursued internal leadership program.

Santander hires BlackRock exec as CEO of global asset management

She brings an international background in fund distribution and management and in business development

Quilter Cheviot enhances small cap strategy with promotion of Amisha Chohan

Chohan takes responsibility for research and investment strategy for Quilter Cheviot’s AIM portfolio service

Rockefeller Lures Experienced FAs from Truist

As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments

Credit Suisse’s North Asia Private Banking Head Retires

He had informed the bank earlier this year of his departure after 14 years with the bank.

Boutique fund manager appoints head of private wealth

Warakirri Asset Management has announced the appointment of a head of private wealth.

Executive Moves