Managers of Wealth

Betsy England Joins White Oaks Wealth Advisors as Wealth Manager Share Article

Betsy brings a wealth of knowledge and experience to the White Oaks Team and clients.

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe

HSBC Appoints Hong Kong Head of Wealth Unit

Maggie Ng, currently Greater China CEO of online trading provider IG Group, will join HSBC as its head of Wealth and Personal Banking (WPB), Hong Kong, effective 1 December 2020.

JP Morgan: The super-rich banker in Zurich is gone

Employees in Geneva, where most of the approximately 1,000 employees work, are particularly affected.

Sanne appoints experienced business development director in Jersey

Sanne has appointed Archie Irtizaali as Director, Business Development in its Jersey business.

ASIC wealth director nabs promotion

She was appointed in her role as the executive director of wealth management in January 2019, after serving as a senior executive leader in the regulator's financial advisers division previous.

Jersey Finance appoints new Chairman

Experienced executive and non-executive director and accountant Jason Laity has been appointed Chairman of Jersey Finance.

Park replaces Spencer as Brooks Macdonald CIO

Spencer remains at firm as senior adviser

Board Changes at Nedbank Private Wealth

Both have played an important role during their membership of the board and we are grateful for their valuable contribution.

Credit Suisse Raids UBS for Latin America

The bank will invest in the region to get the right personnel for its pursuit.

Newton strengthens UK equities team with appointment of Louise Kernohan

Louise has over 15 years of experience managing active equity portfolios and joins Newton from Aberdeen Standard Investments

MLC Wealth risk lead departs

Sutherland has been chief risk officer (advice) at MLC Wealth for eight months.

Schroders appoints new CEO of Singapore and Head of Distribution, APAC

She succeeds Susan Soh

Hawksmoor appoints Head of Distribution South West and Wales

During his business development career he set up the B2B wing at Whitechurch Securities and was more recently Head of Sales, South West and Wales at Parmenion.

Edmond de Rothschild Appoints Global Head of Distribution

Marie Jacot-Cardoen has spent most of her career at Goldman Sachs where she headed investment solution distribution for Goldman Sachs Asset Management in several European countries.

Candriam poaches Comgest EM manager

Galina Besedina will be based in Paris and report to Jan Boudewijns, head of emerging markets equity.

Impact boutique poaches Barclays wealth manager in triple hire

The firm has demonstrated strong investment performance since inception, particularly evident in the first six months of 2020.

Brown Shipley hires from UBS for Scottish boss replacement

The private bank is replacing previous Scottish head Paul Embleton with UBS’s Matt Hoyne.

Robo-adviser Wealthsimple appoints new UK CEO

Ms Murphree said the firm had “big ambitions” as a company and the right team, strategy and growth to deliver on its goal of “helping people secure a stronger financial future”.

Directorate changes at Close Brothers

The Board also announces that it has appointed Oliver Corbett, Independent Non-executive Director and Chair of the Audit Committee

Executive Moves