Managers of Wealth

Iress appoints Head of Business Development

With over 20 years experience in financial services leadership roles, Matt joins Iress from BNY Mellon Pershing where he was VP of sales and relationship management EMEA.

UBS hires a senior Credit Suisse dealmaker

The Swiss bank nabbed from its cross-town rival with the hire of Jean-Marc Botteri, a managing director within Credit Suisse’s capital markets solutions group

HSBC Asset Management Boosts UK Institutional Team

HSBC Asset Management has appointed Jasvir Virk as Business Development Director for its UK institutional team

Senior promotion at Ashburton Investments International

Seb was one of the first people in the Channel Islands to successfully complete the newly launched CISI Masters in Wealth Management

Just Wealth recruits first advisers for new division

Advisers join the firm on a self-employed basis and manage the running of their own businesses and careers, while being provided with leads from Just Mortgages, training, compliance, mentoring and marketing support.

HSBC Hires Veteran UBS Private Banker

Run by Alex Classen, HSBC's Swiss bank eked out a profit last year, following years of losses and slimming itself and the markets it does business in.

Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents

Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.

Credit Suisse appoints Head of Private Banking Italy and further strengthens team

Credit Suisse Private Banking in Italy will also further benefit from the experience of Vincenzo De Falco

Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region

Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.

Morgan Stanley Announces Key Leadership Changes

All of these appointments become effective on June 1, 2021.

Pictet Elevates Role of Equity Partner

She is to replace Bernd Uhe, who will become Pictet's group corporate secretary and head of organization, a sort of internal consulting team of Pictet.

Ex-Carrick Wealth managing director to run DeVere-owned firm

Replacing the chief executive and founder who has left the UAE-based business

Charles Stanley bolsters Manchester team with new senior hire

Lee will be a valuable addition to the team and will support our ongoing development of new client relationships, whilst growing our existing client base in the North West of England.

Northern Trust appoints Global Head of Asset Servicing Product Management and Strategy

Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.

IQ-EQ expands Group Technology leadership team with three key appointments

All three appointments are to newly created roles

Brewin Dolphin appoints Ian Kloss as head of nationals, networks, and international distribution

As part of Brewin Dolphin’s successful intermediary team, Ian will help to enhance the company’s existing UK advisory partnerships as well as developing the firm’s intermediary proposition nationally and internationally in Jersey and the

J.P. Morgan Nabs China Private Banker From Credit Suisse

In her Singapore-based role, Zhang reports to the bank's head of Singapore and Southeast Asia James Wey.

Russell Investments makes additions to senior leadership team

Kate and Kevin will further enable Russell Investments to capture the industry’s growth while leveraging our expansive global franchise to provide a frictionless experience to our clients.

François Pauly named CEO of Rothschild private bank

Pauly also is the chairman of media company Saint-Paul Luxembourg

Credit Suisse Bankers Exit as Post-Archegos Defections Mount

Credit Suisse was the biggest loser when the world’s top investment banks raced to exit trading positions as Archegos collapsed, pushing it into a 900 million-franc ($997 million) pretax loss for the first quarter and prompting a management shakeup.

Executive Moves