Managers of Wealth

Fidelis Capital names Herb Achey as partner

Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank.

Titan Wealth grows financial planning team

Ms Davies described Titan Wealth as being in “an exciting phase of growth”.

Standard Chartered Hires Nicholas Loh for Affluent Portfolio Growth Role in Wealth Management

In the role, Loh will focus on the digital growth strategy for the bank's Priority segment, using data, artificial intelligence and client insights to develop personalised client journeys, according to the post.

Barclays Private Bank bolsters investment management team in Singapore

Barclays Private Bank has strengthened its investment management team in Singapore with the hire of a former Nomura executive.

Truist hires Shimna Sameer as head of Truist Wealth

Sameer to drive growth, investment in wealth management business

Canaccord Genuity elevates portfolio manager to Canadian wealth CIO

The incoming CIO takes the role less than three years after joining the firm

Citi Private Bank’s former chief of staff joins HSBC

HSBC Private Bank has hired a 22-year Citi executive who was most recently the chief of staff for the latter’s private banking unit.

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Nick Smith and Chris Tiano previously served as Directors with Lazard Wealth

J.P. Morgan Private Bank Taiwan Head Anita Mak Reportedly Set to Step Down

J.P. Morgan has not publicly announced her departure or named a successor.

UOB Private Bank names Judy Chan as Hong Kong managing director

She will oversee client coverage and team leadership in the city.

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester

She brings over 20 years of wealth management and private banking experience, having previously held senior client-facing roles at Coutts & Co.

BRI Wealth Management announces appointment of former Rathbones CEO, Paul Stockton, as Non-Executive Director

The appointment represents a significant milestone in BRI's strategy as the firm continues to grow its regional presence both organically and through acquisitions.

Business People: Daniel Farley promoted at U.S. Bank Wealth Management

Previously, he was a commercial real estate professional at Dougherty Financial Group and chief financial officer with Master Development Services.

AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment

AlTi appoints Cesar Pachon to lead its Miami office, as part of its strategy to deepen capabilities in key US growth markets

‘Doubled in size’ Assetmax recruits Swiss star for further growth

Infront CEO Enrique Sacau discusses the group’s strategy for its wealth management platform Assetmax.

Impax Environmental Markets seeks new investment manager

The new board may appoint Saba as the new manager, according to QuotedData

St James's Place tumbles as two more appointed representatives leave

Prospera’s website says it is currently "undergoing maintenance but we will be back up and running very soon".

Verse announces new CTO

Verse Wealth have announced the appointment of a new chief technology, Daniel Rickard.

Alistair Douglas joins rockwealth after nearly 20 years at RBC Brewin Dolphin

Alistair Douglas has joined rockwealth Edinburgh after almost two decades with RBC Brewin Dolphin.

Lynne Burns appointed Barclays Group Human Resources Director

Lynne joins from Linklaters, where she was Chief People Officer.

Executive Moves