Managers of Wealth

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

Citigroup Names Ida Liu to Head Global Wealth Management

The promotion comes as the bank also named new regional wealth-management heads.

HSBC AM chief relocates as part of Asia Pacific growth plans

The move reinforces the group's commitment to be the leading wealth manager in the region.

Asian Wealth Stands Out For Scale And Growth

The newly merged wealth unit – or Citi Global Wealth – will cover clients across the wealth spectrum from the emerging affluent to high net worth individuals.

Citi Names Wealth Co-Heads for Asia Pacific

Head of investment finance for the private bank Giuliano Malacarne will expand his remit and coordinate the delivery of banking and lending products to wealth clients.

Barclays Names New Swiss Wealth CEO

Before hiring on at Barclays in 2010, Daya worked for RBS for six years.

The woman building HSBC's 3,000 roaming banker army

She has also set up a financial technology (fintech) platform in Shanghai to operate Pinnacle - the first foreign financial institution to do so in mainland China.

SSGA selects head of continental Europe for global institutional group

"These are significant markets for us, and I am confident that Gerben's leadership will help us continue to make progress in the region."

Blackstone Hires Managing Director

BXG has already made significant investments in fast-growing European companies

Tilney Smith & Williamson adds to Cambridge team

Prior to this Bowen advised clients on mortgages and protection for several years at Compass Independent Financial Services and Abbots Countrywide.

Q Wealth unveils Sara Hilliard as new COO

C-suite hire announced, along with three new additions to senior management team

State Street Appoints Renee LaRoche-Morris To Newly Created Leadership Role

Prior to her role as COO, Renee held roles as CFO of Wealth Management, and as a director at BNY’s custody arm, Pershing.

HSBC relocates top leadership from London to Hong Kong

Divisions accounting for almost all of lender’s global revenue will be run out of the territory

CI Financial Announces New Chief Financial Officer

Amit Muni’s extensive experience includes 13 years as a public company CFO

Northern Trust Wealth Management Announces Central Region Leadership Changes

They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.

NorthEnd Private Wealth Launches With Support of LPL Financial

The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.

Suntera Global announces senior management changes as expansion continues

Global professional services provider announces senior management changes to support its ongoing expansion and to position it strongly for future growth opportunities.

Burns joins CapWealth as a Financial Advisor

is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.

CREALOGIX appoints Jordi Perez as Managing Director DACH and CEE

With his profile, he possesses the exact knowledge and skills that CREALOGIX needs in this important phase of its corporate development.

M&G Wealth appoints acquisitions director

“Tim has a well-regarded network of advisory and recruitment contacts at both firm and individual level throughout the UK.”

Executive Moves