Managers of Wealth

U.S. Bancorp hires wealth management executive from JPMorgan Chase

“He has a passion for developing talent as well as building teams and sustainably high-performing businesses.”

STM Group veteran steps down as CFO

She has been at the business for 17 years and served in the c-suite role for seven

Cantonal bank names PB head amid executive reshuffle

Lukas Camenzind and Erwin Suter will also leave the bank as members of the board.

Henrik Drusebjerg named Head of Nordic Investment Strategy at Quintet

Leading Copenhagen-based investment strategist to assume new role at Denmark’s newest private bank

Amazon – bye bye Bezos, long live the cloud

Jeff Bezos has chosen to end his remarkable tenure as CEO on an unquestionable high.

Swiss Re Nabs Top Risk Manager From UBS

Since strong risk control and compliance have become regulatory requirements in the financial industry

IWP names former Succession Wealth adviser CEO of Welsh hub

As it rebrands the business

RBC Nets Industry Veteran in Hong Kong

Chan has 30 years of industry experience, having most recently been with Bank of Singapore.

IQ-EQ appoints new Group Chief People Officer

In her new role with IQ-EQ, Caroline will be based in our new flagship office in London and will hold a group-wide remit spanning 23 jurisdictions worldwide.

Henrietta Mason joins Farrer & Co’s leading Contentious Trusts and Estates team

She joins as a Consultant and will be leading on the team’s internal and external technical knowledge and development needs and its strategic vision for the future.

Acrevis brings banking veteran on board

She will take up this position in mid-February and will mainly focus on strengthening the market presence and further business growth of the company.

Vontobel Hires APAC Marketing Manager

She previously also worked for UBS in Singapore covering marketing strategies for the investment bank.

Digital financial services firm hires Citi private banker as investments head

He previously worked for Lombard Odier and Credit Agricole.

George Osborne quits Evening Standard for job at boutique bank

Osborne, 49, will become a full-time partner at the bank, which advises on mergers and acquisitions, in early April.

Asteria hires two for private debt team and plans fund launch

They will work with Fabio Sofia, the current head of private debt.

Stonehage Fleming Appoints New Client Relationship Director in UK Family Office Team

Doris has over a decade of experience in investment management dealing with alternative investments with a focus on distressed opportunities in the UK, Germany, Italy and Eastern Europe.

Liontrust expands Multi-Asset team and removes VAT from Managed Portfolio Service

James Klempster reports to John Husselbee, Head of the Multi-Asset investment team, which has £7.1 billion1 in Assets under Management and Administration (AuMA).

Former 7IM head of wealth management to join James Hambro & Partners

Montgomery to open Edinburgh office

DBS to double its hiring of financial planning advisers in 2021

DBS Bank also said that it has seen a steady rise in demand for financial and retirement planning and solutions over the past few years

Lombard International strengthens Swiss-based team

Andreas will join a multi-disciplinary team of experts based out of Switzerland, focusing on further developing the company’s relationships with it’s large network of asset managers, private and custodian banks, family offices, brokers, wealth

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