Managers of Wealth

Julius Baer Chairman to Exit?

Julius Baer is currently paying the price for the heady expansion overseen by Collardi and Sauter since 2009.

From beauty queen to kick-ass executive, meet Standard Bank Wealth SA's new boss

We truly live in exciting times! Standard Bank has just announced the appointment of Peggy-Sue Khumalo as the new Chief Executive for its Wealth South Africa division

UBS names group head to advance data push

Swiss bank is known to be exploring commercial potential of client data

Standard Bank appoints first black woman to head up its wealth unit

At a group level, Standard Bank appointed Lungisa Fuzile as the head for SA operations in December last year.

Andersen Global Announces Expansion of Global Board

The global association has a presence across seven countries throughout the continent, with plans for continued expansion within the region in the next 12 months.

WH Ireland finance director steps down as wealth manager focuses on DFM business

Alongside the results this morning, the firm said that finance director Daniel Cowland had tendered his resignation as a director of the Company

Bank of Singapore Loses Bankers

All three are still working with the bank as part of their notice period.

Unigestion appoints new head of business development

He also previously worked at Fidelity Investments and as managing director at Pioneer Investments.

BEKB appoints new CEO following resignation

He will take over the operational management of the bank.

Julius Baer Asia Banker Departs

In the wake of her departure from the bank, Christian Capelli, currently market head for the Philippines will assume responsibility for the Philippines, Thailand and the bank's Thai joint venture.

Credit Suisse APAC Head of Private Clients Solutions Quits

Chan's responsibilities included sales management responsibilities for Hong Kong, Japan and Korea as well as all structuring and distribution of equity derivatives products to private and retail clients in the region.

Barclays Loses «Big Hitter» in Its NRI Division

At the time he joined Barclays, the bank said he was to have a key role in it's expanding Non Resident Indian business.

Ex-Falcon Asia Head Joins J. Safra Sarasin

J. Safra Sarasin is part of the Brazilian-headquartered Safra Group, owned by the Safra banking family, which traces its origins in banking to Syria in the mid nineteenth century.

RBC Hires Another Wells Manager, This Time in California

Bruce Meyers, a producing manager who had been running Walnut Creek since RBC combined it and an Oakland office into expanded quarters in May, has returned full-time to production

corfinancial appoints new CEO

South Africa-born Hobson has been in the fintech industry for the past 18 years

Rathbones appoints new chief executive

During Howell’s tenure, he has overseen a number of acquisitions, including wealth manager Speirs & Jeffrey, IFA network Vision Independent Financial Planning and the private client arms of Jupiter and Tilney.

Standard Life Aberdeen board loses non-exec from Credit Suisse

The latest board shuffle comes amid a number of personnel changes since the merger that formed Standard Life Aberdeen.

Former Henderson CEO joins financial advice firm

Adrian Lowcock, head of personal investing at Willis Owen, said at the time of Mr Formica’s exit that co chief executive arrangements were usually temporary.

BlackRock names Geraldine Buckingham new Asia Pacific head

The move comes as BlackRock continues to consider Asia Pacific as one of its “most critical priorities”, according to chairman and CEO Laurence D. Fink.

Barclays Private Bank appoints Head of Investments for EMEA

With over 20 years’ experience in capital markets, asset and wealth management business development and portfolio construction for large asset owner

Executive Moves