Managers of Wealth

Indosuez Grows North Asia Team

He previously held senior wealth management roles in DBS Bank Private Bank and BNP Paribas Private Bank in Hong Kong as well as UBS Taiwan.

Brown Shipley hires in Edinburgh for Scotland expansion

Kenny Cummings joins the private bank's Edinburgh office as a financial planner as a new hire in the bank's plans for expansion in Scotland.

New Jersey Advisor Returns to RBC Following Restraining Order

Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.

LGIM hires senior UN adviser to head stewardship

Legal & General Investment Management has appointed Kurt Morriesen as its head of investment stewardship to lead a team dedicated to upholding ESG standards.

Ocorian appoints Business Development Director

Michelle will work closely with our existing employee incentive plan clients to ensure service excellence and will proactively develop our client book within private equity.

BCGE names head of asset management

Urs Ziegler will replace Constantino Cancela in January.

HSBC Appoints in Wealth Investment Team

HSBC's Swiss bank also named Alexander Neil as head of equity advisory to strengthen its stock-picking.

Credit Suisse Names Head of Sustainable Investment for Asset Management

The appointment reflects the growing importance of integrating environmental, social and governance factors.

Citi appoints head of new ICG Crypto Team

Citigroup appointed a new head of digital assets in its institutional client group (ICG) on Monday, a reflection of how Wall Street banks are increasingly dipping their toes into the exploding crypto market.

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.

Executive Moves