Managers of Wealth

Rob Bailey exits AXA IM following 16 years with firm

AXA Investment Managers head of UK wholesale distribution Rob Bailey has left the company to pursue other opportunities in the industry.

BNY Mellon Wealth Management Names Myriam Soto as Head of International Wealth Planning and Fiduciary Services

Prior to returning to BNY Mellon, she spent two years as a Senior Wealth Advisor for J.P. Morgan's Latin America Private Bank.

NBF Wealth Management head stepping down

Jonathan Durocher will take over from Martin Lavigne on Friday

UBS Promotes Top Private Banker

Michael Viana, who currently runs the teams Harvey is taking over, will focus on family office client services.

BIL Suisse appoints new CFO

Käslin joined BIL majority shareholder Legend Holdings in early 2019 as an advisor for the strategic investments in the financial sector

Brewin Dolphin boosts Glasgow team

Earlier this year, Brewin Dolphin appointed Alan Harvey to lead its Glasgow financial planning offering.

Private wealth promotions for Boodle Hatfield

Family practitioners Harriet Errington and Katie O’Callaghan, both of whom have also been at the firm since 2004, specialise in divorce proceedings, pre and post-nuptial agreements, and children’s matters including abduction and leave to remov

JTC Private Office boosts Monaco office

Throughout her career, Silvia has developed extensive experience in international corporate law, implementing cross-border instruments for multinational companies and ultra-high net worth individuals in multiple jurisdictions.

Payne Hicks Beach adds a further private client partner from BCLP

He is an Honorary Fellow of Worcester College, Oxford, Queen Mary, University of London and King’s College, London.

Concentric appoints Non-Executive Director.

An economist by training, Peter has made it his life’s work to try to understand what makes markets tick, and is a firm believer in active management styles.

Former Close Brothers CIO joins £15bn family office

Nancy Curtin joins Alvarium after more than a decadeShe also served as head of investments at Schroders’ global mutual funds business and Baring Asset Management’s head of emerging markets.with CBAM

Weatherbys hires former Coutts UHNW head

Rupert Allison joins the private bank from Barclays to help expand its client base.

Sanctuary Wealth appoints CMO

Managing Partner of Ovis Creative will assume dual role as industry leading financial design and marketing communication firm becomes a Sanctuary Wealth Affiliate

Maitland Board appoints Dena Brumpton and Denise Everall

Denise Everall is a Senior Executive, Trustee, Director and chair with over 30 years’ experience in global operations line management, with a focus on fund administration within the financial services industry.

Wilson Leech joins thevaluecircle as Executive Chair

He will provide advice and counsel to the leadership team during a period of significant expansion.

Ocorian appoints MD in Ireland office

He will be responsible for managing the Dublin office, as well as building out our structured and asset finance capabilities in Ireland.

BEA Head of Wealth Management Resigns

Chow began her career in Hong Kong s with Bank of America and Citi in corporate and commercial banking, subsequently moving into private banking after six years.

Contemi Continues SE Asia Expansion]

His most significant experience lies in the financial services, technology and media sectors where his work included business development, strategy negotiation, business planning and sales.

Quilter Investors appoints Allianz as manager of Europe Equity Growth mandate

Allianz was selected by Quilter Investors as it offers access to an alternative and experienced team with a robust process within the European growth space.

Geneva boutique head of investment solutions joins bank as CIO

Angel Chia was appointed as CEO of the new branch.

Executive Moves