Managers of Wealth

IQ-EQ welcomes new Client Services Director

A seasoned private wealth practitioner, Paul has 35 years’ experience in the financial services industry

UBP hires Nordea manager to bulk up EMD efforts

New hire drops several funds at former employer to take up position in Swiss group's London-based operations.

Appointment of Fiona Woodhouse as Brown Shipley’s Chief Risk Officer

She will be responsible for overseeing Brown Shipley’s risk management operations.

Mitchell Harris to Retire as CEO of BNY Mellon Investment Management and Hanneke Smits Appointed as CEO of BNY Mellon Investment Management

Both Ms. Smits and Ms. Keating, leading their respective parts of the Investment and Wealth Management business

Rathbones bolsters distribution team with DFM specialist

Joins with 25 years' experience

BNP Paribas appoints Global Head of Client Experience

Christopher was previously a Vice President within Greenwich Associates’ Investment Management practice, leveraging market intelligence to help some of the world’s largest asset managers achieve their strategic business objectives.

StanChart Officially Welcomes Global Wealth CEO

Van de Walle replaces Didier von Daeniken who was the former global head of private banking and wealth management at Standard Chartered.

Close Brothers hires two MDs from Rathbones for HNW drive

Helen and Nick join from Rathbones

Aegon Asset Management strengthens Responsible Investment Team

Miranda Beacham has been appointed Senior Responsible Investment Manager, leading Aegon Asset Management’s Edinburgh-based Responsible Investment specialists.

Brooks Macdonald hires investment director from 7IM

Joins as senior investment director

Quilter Independent Non-Executive Director Jon Little To Leave

"We thank him for his contribution and wish him well in his future endeavours," added Jones.

VP Bank appoints fintech CEO as head of new business unit

His arrival is the latest in a string of changes for VP Bank, which is also replacing its Luxembourg CEO and appointed a new private banking head recently.

Appleby Global Services announce new leadership team

He will also be continuing with his existing responsibilities at Appleby.

Apex Launches Compliance Solutions and Appoints Two New Heads

The next evolution for Throgmorton comes through the Group’s intent to deliver a new Compliance Solution to clients via the subsidiary.

Old Mutual Names Permanent CEO

"Over the last year, acting as Interim CEO, he has worked to steer Old Mutual through some significant leadership and operational challenges," said Chair Trevor Manuel.

Credit Suisse Poaches From ECB

She will join the bank January 1st, 2021.

Hypo Vorarlberg Bank’s new Swiss head joins from Vontobel

Hypo Vorarlberg Bank has been active in Switzerland since 1997.

UBS lost five Miami-based advisors since last week

The trio, Andres Felipe Herrera, Carlos Arango and Carolina Cardenas, worked in UBS’s Coral Gables office and each oversaw around $150m for Latin American clients.

Investec raids S&W's Belfast office for four senior investment hires

All four investment directors moved from Smith & Williamson subsidiary Cunningham Coates in recent weeks, bringing a combined 65 years of investment experience to their new roles.

Thrings continues private wealth recruitment drive with senior appointment

The appointment follows those of family law specialist Kathryn Bew and Jermaine Smith, an expert in estate and trust administration matters, wills and succession, tax planning and powers of attorney, who joined Thrings’ fast-growing Private Wealth t

Executive Moves