Managers of Wealth

Butterfield Names New Group Head of Trust, Announces Management Appointments

Ms. Pearce will be based in Guernsey.

JM Finn hires former Cazenove wealth planner

The firm's hire spree continues with the appointment of Clare Julian as a chartered wealth planner.

Brooks shakes up senior investment team as co-head exits

Robin Eggar will take full responsibility of the firm's UK investment management arm.

RobecoSAM names new head of sales for Switzerland

She joins from Pimco where she was focusing on business development.

People's United Bank names new wealth management head

Prior to that, he served as CEO of Chase Wealth Management, and before that, in similar senior leadership roles at U.S. Bank and Charles Schwab.

Brooks Macdonald investment co-head exits for IFA

John Wallace had been with the business for 15 years

SANNE strengthen Luxembourg offering with two senior appointments

The appointments follow consistent growth as interest has continued to increase around the attractiveness of doing business in Luxembourg.

Cazenove Capital expands its London Private Client and Charity teams

Wealth Planning Director Chris Hogarth and Wealth Planner Rob Hodgson have joined respectively from UBS

Waverton snares former UK head of UBS Wealth as CEO

Andrew Fleming exited the investment management business last summer

Sound Capital Adds to Its Team

Markus Sola also joined Sound Capital.

Standard Chartered Private Bank appoints new Senior Client Partner

He was also previously a venture capitalist focused on both early stages and pre-IPO start-ups.

HSBC PB’s global CIO quits to take CEO post at wealth group

His appointment coincides with wider succession moves

Santander UK fund investment boss exits

Multi-asset-focused investor leaves Spanish-owned group after leading UK investment department for two years.

Merrill Lynch Taps Veteran as COO

She was a key architect of the “growth grid” the firm rolled out two years ago to incentivize advisors to bring in more new households and sell clients more Bank of America products and services.

FCA Appoints Interim Chief Executive

He joined the Financial Services Authority (the FCA’s predecessor) in 2013 and helped lead the creation of the FCA.

William Blair expands Private Wealth Management team

The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver

Executive Moves