Managers of Wealth

Aiva hires ex-HSBC and family office advisor for WM team

In his new role Cuñarro joins a nine-person strong team as a relationship manager responsible for catering to ultra-high net worth clients in the Southern Cone.

Quilter 24 to reunite with Cheviot founder Kerr-Dineen

Cheviot Asset Management founder Michael Kerr-Dineen has made a dramatic return to the industry.

Mercer appoints UK head of wealth

He holds a Bachelor’s degree in Actuarial Sciences from Université Laval and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.

Al Sudairy named CEO of NBK Wealth Management

The company is now licensed to offer investment funds management, discretionary portfolios management, deal arranging, advisory services, and custody arrangements.

Brewin bolsters Reigate arm with Sanlam hire

The appointment comes after a period of upheaval for Brewin's Reigate office.

Cambridge Associates Appoints Global Head of Private Client Practice

Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank

Rockefeller Capital Management appoints Wealth Management COO

In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management

SEI appoints Ian Love as Head of Institutional Group EMEA and Asia

With over 15 years of tenure in SEI’s Institutional Group, Love has been at the forefront of driving SEI’s growth in fiduciary management and DC Master Trust.

Further changes at the top of Quilter

Tim and the Board have agreed that Tim will leave the business at the end of April 2019, having fully transitioned the role to his successor; he will step down from the Board on 13 March 2019.

UBS to shift 64 jobs from London in initial Brexit move

The majority of those affected by the UK leaving the EU will go to Frankfurt, and more could follow

AMP makes two wealth solutions appointments

Mr Egan will commence at AMP as Head of Platform Development on 19 November 2018

Barclays Wealth signs Scottish rugby international

Wagstaff spent 20 years at Coutts as a wealth manager and senior private banker before making the move to Barclays, while Wade joins the firm after six years at financial advisers Wesleyan.

Reyl strengthens structured finance team with hire

James Spooner, who joined the group on 15 August, will be working closely alongside Ante Razmilovic to develop the structured finance business, working with clients to identify and execute bespoke alternative financing solutions.

Strategic Wealth Partners Adds Wealth Advisor

Joins William Perry and Kathleen Dougherty-Klein in the Milwaukee office of Strategic Wealth Partners.

Credit Suisse Said to Hire BofA Bankers to Boost Mideast Equity

Credit Suisse is rebuilding its equity operations in Dubai after scaling back a few years ago amid a slowdown in trading.

Close hires veteran Rathbones duo for new Scottish wealth service

‘We are committed to growing and strengthening our proposition in Scotland,’ said Martin Andrew, chief executive of Close Brothers AM.

UBS bolsters financial sponsors team with two senior hires

Swiss bank brings in two long-serving bankers from Nomura and Deutsche Bank

UBS loses blockchain head to fintech startup

UK innovation chief is the latest executive to ditch the banking sector

Focus Solutions announces hire of Peter Dingomal

New Head of Business Development will head up the launch of Focus’s new private client wealth proposition.

Julius Baer Hires HSBC Banker for Mexico

Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.

Executive Moves