Managers of Wealth

Close Brothers Asset Finance recruits team of graduates

As part of the company’s continued commitment to diversity and inclusion, the graduates represent a diverse range of backgrounds.

UBS Private Equity Head Joins Fintech

Ng will remain based in London and join the investment committee of Moonfare.

Key private bankers exit

All three wealth managers departing were part of a swath of wealth managers poached from Barclays.

Odey hires Newton veteran to head new emerging markets team

UK boutique makes first hire for its new institutional business, with experienced investor set to launch an emerging markets business.

Martin Gilbert joins board of Private Office

The co-founder and former chief executive of Aberdeen Asset Management joined the wealth manager's board this month as it looks to accelerate its growth.

Pictet appoints Head of Wealth Management Italy

Alessandra and Paolo combine a sense for tradition with a strong entrepreneurial spirit.

IQ-EQ expands CrossDeal team

Prodi is an investment professional with over 20 years’ experience in banking, corporate finance and asset management.

Federal Council appoints FDF Secretary General

With Rolf Götschmann, a very conscientious, committed and loyal person has been found to take over the leadership of the General Secretariat. He has everything it takes to deal with the multifarious tasks of a Secretary General.

UBS announces management changes in India

Uday Odedra appointed UBS Country Head India

EFG Poaches Investment Specialist From Credit Suisse

In his new position, Reczek will be responsible for an improvement in the transition mechanism between the bank, relationship managers, and private-banking teams.

HSBC Global AM appoints global head of research and insights

Research and Insights will work closely with the Responsible Investments team in the creation and publishing of analysis on sustainable finance, and house the firm's Portfolio Reporting team.

Brewin Dolphin names new chair to replace Simon Miller

Toby Strauss to start new role next February

Investec bolsters BDM team

There have been many ups and downs in recent months, but the level of activity we’ve been seeing has increased substantially and clients are showing a real commitment to complete deals despite the wider challenges.

Oppenheimer & Co. Inc. Announces Recruitment Of The Mercado Group To Private Client Division

New Addition Underscores Depth of Oppenheimer's Services, Quality of Leadership Team, Commitment to Expanding the Firm's Global Reach

SEI Investments (Europe) Limited Appoints Dr. Alison Vincent as Independent Non-Executive Director

Senior Technology Thought Leader is Second Independent Non-Executive Director to Join SIEL Board in the Last Year

Aldermore appoints Steven Cooper as chief executive

Cooper, added: “Under the leadership of Phillip Monks, Aldermore has gone from a vision to a substantial business in just a short period of time.

Sanne appoints Business Development Director in Luxembourg

With more than 15 years’ experience in the financial and funds industry

SEI appoints ex-HSBC technology boss to board

Senior Technology Thought Leader is Second Independent Non-Executive Director to Join SIEL Board in the Last Year

UK appoints champion to support developing countries to deal with climate change

The Prime Minister has appointed Anne-Marie Trevelyan, as the UK’s International Champion on Adaptation and Resilience for the COP26 Presidency.

Broadridge Names Chief Financial Officer

Mr. Reese played a key role in the success of the consumer business with responsibility across investments

Executive Moves