Managers of Wealth

Smith & Williamson appoints Forensic Services team head

David Alexander, a chartered accountant and certified fraud examiner, joined Smith & Williamson’s Forensic Services department in 2008

New Raymond James trio launch branch in Manchester

Tom Illingworth began his career in investment management at Brown Shipley

UK wealth manager to exit ‘competitive’ adviser market

Firm’s professional intermediary distribution channel will close in June 2021

Close Brothers appoints new sales director in Northern Ireland

Frank has over 22 years of experience in finance.

Veteran Private Banker Exits at Safra Sarasin

Controlled by 82-year-old family patriarch Joseph Safra, the bank has been a hotbed of change in the last year.

UBS Investment Specialist Joins Pictet

According to the report, Tan's move follows the relocation of Pictet senior fund analyst Sébastien Gentizon back to the firm's Geneva office, following four years in Singapore, where he was responsible for the bank’s global, Asian,

HSBC Global Asset Management Strengthens Research

The research and insights team 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.

Dynasty Financial Partners Promotes Senior Industry Leader, John Sullivan, to Lead Business Development

He will report directly to Dynasty Financial Partners’ President & CEO Shirl Penney.

Smith & Williamson International appoints Matt Falla as Director and MD

Matt has replaced Aidan McAvinue who moves to become a non-executive director of SWI.

A&J Wealth poaches investment director from Kingswood

Joining Matthew Butcher's team

Citi Private Bank appoints LatAm discretionary solutions head

Its Latin America business, headed by Jose Ernesto Fuentes

Veteran Exits Leonteq

In 2018, he was the company's highest earner, taking home nearly 2.27 million Swiss francs ($2.5 million).

Mattioli Woods appoints Chris White as investment director

Before his stint at Premier Miton, Mr White managed a range of funds at Columbia Threadneedle and prior to that, Legg Mason.

Brown Shipley taps Julius Baer regional boss to head Manchester

Brown Shipley has hired Martin Cuthbert as head of its Manchester office, replacing Nick Cringle who left the business in October.

Credit Suisse Hires Ex-JPMorgan Veteran for Brazil Private Bank

He was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.

Award winning chartered accountants expands private client legal services team in London

The firm brings a holistic blend of legal, tax and financial planning that clients increasingly need.

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.

Executive Moves