Managers of Wealth

Hawksmoor Chairman to leave at end of June

Anthony Deacon, currently a Non-Executive Director, will act as Interim Chairman until a replacement is found.

Alex Simpson joins Smith & Williamson’s Employer Solutions team as Partner

Alex added: “Smith & Williamson is a firm which is ideally placed to assist agile businesses to adapt to changing circumstances, develop and thrive

Barclays Private Bank strengthens Europe team

Werlau has joined Barclays Private Bank as head of investments for Barclays Bank Ireland, based in Dublin.

Credit Suisse names chairwoman for China joint venture

The appointment comes on the back of Credit Suisse’s deal to become a majority shareholder in Beijing-headquartered CSFS.

Eaton Vance appoints Business Development Director for Germany & Austria

Thomas is an experienced sales executive with strong relationships in German-speaking Europe, and a proven track record of accessing new markets and distribution channels.

Goldman Sachs Poaches From UBS

UBS dispatched the duo to Geneva seven years ago to build the super-rich business as well as to tie it more closely to UBS' investment bank.

StashAway announces new appointment to Board

Prior to her appointment to the Board of Directors, Sim worked with StashAway in an advisory capacity, and is the sixth Director to be appointed to the FinTech’s Board, where she will now sit as an Independent Director.

Goldman Sachs Names Regional Head of Wealth Management

Nicole Pullen Ross was previously head of Mid-Atlantic region

Kempen Capital Management appoints new COO

The new position also sees him appointed to Kempen’s Management Board.

MilleniumAssociates enhances Global Advisory Board

Dr. Goekmen-Davidoff significant expertise is in real estate, family firms, family offices, succession and wealth planning as well as business development and he will therefore support Millenium’s entrepreneurial advisory services team as well as th

Zug multi-family office appoints partner

Family office providers with a banking background, in particular, tend to reduce this issue to investment performance and capital preservation alone.

VP Bank to replace private banking head

Paul Arni, CEO of VP Bank, said: ‘Tobias has long-standing experience of the client side of the business, and is familiar with VP Bank as well as with Liechtenstein culture.’

UBS names new UK family office boss after sudden exit

The team will be led by James Charlton Meyrick on an interim basis while Frey is making the transition.

Brown Shipley hires Julius Baer veteran for London arm

He brings a wealth of experience in financial services including 14 years at Julius Baer International

Swiss Financial Industry Consultants Grow Singapore Office

Welschinger, manager, previously worked for UBS on a major reorganization of client-facing teams in Singapore and Hong Kong, and on platform and business process change and improvement initiatives.

The Last Mile - navigating necessary change in advising clients post the pandemic

In his opening comments, Henning notes that the similarities between the recent market conditions witnessed during the Covid-19 pandemic and those seen in the financial crises of the past are difficult to ignore

Standard Chartered appoints head of global Wealth Management business

He brings deep experience of the banking industry, including running global products that support both Bank of Singapore’s private banking and OCBC’s retail clients, corporate strategy and business transformation.

Lombard International appointments Managing Director for Europe

With over 20 years of experience in the financial services and insurance sector, Florent will lead Lombard International Assurance’s strategic and tactical agenda in Europe.

Six-Million-Dollar Merrill Team in Dallas Joins Rockefeller

In an e-mailed statement confirming the move, Preston confirmed the size of the team’s books and took an indirect swipe at the pressure that Bank of America-owned Merrill and other wirehouses have put on advisors to cross-sell banking products.

Raymond James names new national director of wealth management

Scott Hudson brings 25 years of experience to the role

Executive Moves