Managers of Wealth

RBC Recruits Merrill Lynch Team With $240M In Assets

Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.

AHR Private Wealth appoints new Global Property Director

The appointment is the next step by AHR to add the offering of a property division, expanding the services available to its network of advisers and clients alike.

Tilney Smith & Williamson names new Chief Operations Officer

He joined Tilney Smith & Williamson from FTSE 100 utilities group Centrica where he served as Chief Consumer Digital & Information Officer.

RAM Active Investments hires CEO as two founders exit

He will succeed Thomas de Saint-Seine, who is also one of the company’s founding partners.

IQ-EQ appoints new Head of Transfer Agency in Ireland

Conor’s appointment comes in line with the recent launch of IQ-EQ’s Funds business in Ireland

IQ-EQ names Chief Commercial Officer for Guernsey

This news comes hot on the heels of his return to Guernsey

Equiom appoints Group Head of Private Wealth

He will also be a member of Equiom’s Executive Committee.

Investis Appoints CS Board Member

In addition, Thomas Vettiger, already a member of the board of directors, is to become the new chairman of the board.

Vontobel hires FI trading head and bond PM

The company has hired four new staff for its fixed income team.

Quilter Int'l appoints new head of international marketing

Before joining Quilter International, Gleeson held similar roles at Fidelity Worldwide Investment and HSBC Global Asset Management.

EQ Investors announces new CEOs

Each of the three has been responsible for a key business area.

Jin Hu Joins UBS as a Financial Advisor in New York City

Jin joins UBS with over 20 years’ of experience in the wealth management industry, most recently serving as a Senior Financial Advisor at Merrill Lynch Wealth Management.

Aviva Investors nabs ASI director for newly created distribution role

He will join the fund group as UK head of wealth

Sayers adds five to wealth management team

New kid on the investment and advisory block Sayers has made a bunch of new hires in its growing wealth division.

JTC appoints private client head of Middle East office

It is an exciting time for JTC in Dubai.

EFG International announces changes to its leadership team

Effective 01 May 2021

Schroder & Co Bank appoints Swiss Re veteran to board

The private bank, which is part of the wider Schroders group, has offices in Zurich and Geneva

FINMA CEO Mark Branson to step down

FINMA’s Board of Directors very much regrets his decision and thanks Mark Branson for his enormous and successful dedication to FINMA over many years.

Appointments within Natixis Wealth Management

Audrey Koenig began her career in 1997 as a wealth management advisor at Banque Populaire, before moving to CIC as a private banker.

Tilney Smith & Williamson appoints new financial planner

Wealth management and professional services group Tilney Smith & Williamson has appointed Johnross Busby-Cartwright-Owen to the join the Guildford team as a financial planner for Tilney Financial Planning Ltd.

Executive Moves