Managers of Wealth

Faulkner exits Psigma after six months to open Raymond James office

Faulkner, a former Wealth Manager cover star, had been recruited by Psigma earlier this year to work out of the firm’s Birmingham branch.

RayJay hires Deutsche WM vet for top role

Prior to his most recent roles at Deutsche Bank Wealth Management he was the head of asset allocation and quantitative analysis.

Indosuez Poaches Barclays Banker

Hammoud was previously with Barclays, where he has overseen the British bank's business in the United Arab Emirates and Oman for the last five years.

Four Partners Join King & Spalding with Regulatory Expertise from FINRA

All four partners served as senior attorneys with the Financial Industry Regulatory Authority (FINRA) Department of Enforcement.

UBS Adds Imene Moussa as an Executive Director

Moussa will be responsible for developing and executing quantitative investment strategies at UBS.

Evans & Partners private wealth co-head jumps to rival

Sources said Wilsons had also poached investment adviser Daniel Pitt, who joined Evans & Partners in 2009.

Geoff Cook Joins offshore law firm

Geoff is a regular speaker and contributor to conferences and seminars around the world and writes frequently on the issues affecting Jersey and other finance centres.

Indosuez Wealth Management appoints Market Manager for the Arabian Gulf

Haidar Hammoud as Market Manager for the Arabian Gulf

Raiffeisen Names New CEO

The 54-year-old was named CEO of TGKB four years ago, after joining top management in 2007.

JTC appoints two Senior Directors

Karen, meanwhile, has also relocated to Jersey this year from Asia, where she most recently spent three and a half years as Managing Director of First Names Group in Singapore.

UBS Hires Coutts Veteran to Advise Wealthiest U.K. Clients

He will report to James Whittaker, head of UBS’s ultra-high-net-worth clients in the U.K.

Deutsche poaches Tilney partner to head financial planning

A former cover star, Morley told Wealth Manager in October that the firm’s strategy, given its relatively low penetration of the core London market, is to initially focus purely on building its client base in the capital.

Geneva boutique makes international push

Mifa previously worked at Oddo & Cie for seven years and at Banque d'Orsay for 10 years.

Schroders appoints Hong Kong CEO

In addition to the Hong Kong CEO position, she will also take on the newly created role of regional head of intermediary clients, where she will work closely with Showbhik Kalar, the regional head of intermediary and product at Schroders.

Goldman Sachs appoints new Florida, LatAm wealth head

Goldman Sachs Private Wealth Management mainly services Latin American clients through its Miami office, though it also has an office in São Paulo.

Close Brothers boosts Board

On joining the Board, Peter will become a member of the Board’s Risk Committee.

Zurich PB restarts Italy expansion with Milan office hire

The statement also noted that EFG's Swiss and Italian operations have 'returned to positive underlying net asset inflows in the period from July to end of October'.

Ex-Porsche LMP1 boss to get top F1 team role

He subsequently joined Porsche, heading up the LMP1 programme from its first season in 2014

KPMG appoints Jonathan Bernsen to lead Swiss TP team

Jonathan Bernsen has joined KPMG Switzerland to head its transfer pricing team.

Schroders poaches from Pictet for HK CEO role

Amy Cho, Schroders newly-announced Hong Kong CEO, is Pictet Asset Management’s head of business development for Asia-Pacific ex-Japan.

Executive Moves