Managers of Wealth

CA Indosuez Expands Swiss Business With the Rich

Salawi started his banking career in 1996 at the investment bank of UBS in London

Lombard International's US CEO appointed Group Chief Operating Officer

He joined Lombard International in May 2016 as Chief Executive Officer in the US.

7IM taps former M&G sales head among trio of appointments

Andrew Watson exited the asset manager amid its demerger from Prudential

Katten Private Wealth Head Elected to Industry Leadership Post

Rubenstein has received numerous accolades throughout his career.

Private Client offering boosts KPMG’s Legal Services practice

Alice Killingbeck and Harriet Kwarteng join the practice.

Brewin Dolphin announces COO change

She has a successful thirty-year career driving large-scale change and technology projects and managing and inspiring large operations teams

Jupiter Announces Senior Distribution Team Appointments

Warren Tonkinson will join Jupiter as Managing Director, Distribution, in a newly created role.

Bank of Singapore hires senior UBS banker as new global head of products

He brings over 30 years of experience in the investments and advisory space, across transactional, advisory and discretionary products, as well as wealth planning.

Swisscanto hires Credit Suisse alternative fixed income head

He has been at Swisscanto since 2009

Standard Chartered appoints CFO for Africa and Middle East

Subhradeep brings over 19 years of diverse and international experience in the banking sector to the AME region

Zurich advisor appoints head of research

Gadzala is also a senior fellow at the Atlantic Council in Washington, DC

JPMAM hires from Amundi and BoE for sustainable investing team

The asset management firm has made a total of four new appointments for its growing sustainable investment unit.

UBS WM Americas equity head, team and strategies move to AM division

The changes come after an announcement last year that UBS is letting certain wealth management clients access SMAs run by UBS Asset Management for free.

J.P. Morgan bolsters sustainable investment team with four hires

J.P. Morgan AM also hired ex-Bank of England employee Caspar Siegert and former Amundi analyst Angelo Drei as global sustainable investing research and data analysts in its London office.

Finantix appoints new CEO

Since her appointment as CCO, Ciriani has been a driving force behind Finantix’s evolution, focusing on talent acquisition, commercial strategy and market positioning.

Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning

The next phase of Quilter Financial Planning’s strategy will focus on fully integrating the business, bringing it closer to the rest of the Quilter group

Hawksmoor Chairman to leave at end of June

Anthony Deacon, currently a Non-Executive Director, will act as Interim Chairman until a replacement is found.

Alex Simpson joins Smith & Williamson’s Employer Solutions team as Partner

Alex added: “Smith & Williamson is a firm which is ideally placed to assist agile businesses to adapt to changing circumstances, develop and thrive

Barclays Private Bank strengthens Europe team

Werlau has joined Barclays Private Bank as head of investments for Barclays Bank Ireland, based in Dublin.

Credit Suisse names chairwoman for China joint venture

The appointment comes on the back of Credit Suisse’s deal to become a majority shareholder in Beijing-headquartered CSFS.

Executive Moves