Managers of Wealth

Moore Kingston Smith announces latest director promotion

David joined Moore Kingston Smith Financial Advisors from a London based practice where he was head of the wealth management team, overseeing over £100m of client assets.

Janus Henderson appoints Global Chief Operating Officer

As part of his new role, James Lowry will oversee operations, technology, data governance and architecture, change management and strategic vendor oversight.

BNP Paribas Nets Ex-Credit Suisse NRI Banker

Chauhan was most recently working for Credit Suisse where he was also an NRI banker that reportedly began coverage of the Sri Lanka market in 2018 with a team of relationship managers.

Indosuez Wealth Management announces four new senior appointments in Asia

They have extensive expertise in the areas of credit and risk management in banking

Close Brothers boosts board

On joining the board, Patricia will become a member of the board's Risk and Audit Committees.

Evercore Wealth Management Appoints Managing Director, Wealth and Fiduciary Advisor

Ms. Anthony joins Evercore from BNY Mellon Wealth Management

Credit Suisse brings UBS' Kruck in as asset management chief of staff

David Kruck will join Asset Management as Chief of Staff, effective August 1, 2021

Edmond de Rothschild appoints healthcare PM

Sébastien Malafosse is an experienced analyst in the healtcare sector.

J.P. Morgan Private Banker in NY Joins Top Morgan Stanley Producer’s Indy Team

He has signed on with an existing Morgan Stanley team in Indianapolis led by another former J.P. Morgan private banker, John D. Perry, the person said.

Billionaire Eduardo Saverin’s B Capital Hires Sheila Patel From Goldman Amid Global Expansion

With over two decades of investment banking experience, Patel was most recently chairman of Goldman Sachs Asset Management based in London and a member of the bank’s investment management committee.

Lombard Odier Nets Credit Suisse Pair

Business and operations in Asia are «growing and flourishing,» Magnenat said.

BNY Mellon Appoints its First Chief Growth Officer

In his new role, he will continue to drive momentum across our business, and be a force multiplier in BNY Mellon's ability to seize the growth opportunities in the marketplace, while continuing to deliver innovative solutions to our clients.

Brooks taps Rathbones for AIM director as it rebuilds team

Ling Au-Yeung joins the Brooks Macdonald AIM inheritance tax team, and will work alongside the new head of the division, Ewan Millar.

Swiss private bank expands North Asia Private Banking unit

She also previously worked for UBS as a China desk head and team leader for ultra-high net worth individuals in the Singapore and Malaysia market.

London-based wealth manager taps Goldman’s Shelley for CFO role

The appointment follows a flurry of senior appointments at the London-based wealth manager this year

UBS global banking for Switzerland head joins JP Morgan in Zurich

Before joining UBS, he worked in global corporate finance, focusing on M&A / advisory, at Dresdner Bank in Frankfurt.

Advisor Group Appoints Industry Leader

In addition, she will serve in a consultative capacity to Jamie Price to help ensure a focus on the firm's top priorities and initiatives.

Cazenove hires senior Kleinwort banker for Scottish push

Cazenove Capital has hired senior Kleinwort Hambros private banker James Burley to its Scottish office as the company continues a strategic regional expansion drive.

New leadership appointments at Zurich Group

In her new role, Ms. Roscino will focus on establishing and executing the Group Claims data and insight strategy, developing data science capabilities across regions and countries.

Schroders appoints head of Australian fixed income

Dear would be based in Sydney and continue to report to head of fixed income and multi-asset, Simon Doyle.

Executive Moves