Managers of Wealth

Wealth manager boosts board

Kingswood is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model.

UK wealth management group expands London team

Joe has joined Tilney from First Wealth LLP

Syz AM to merge funds as PM exits

Merging into the larger fund will create a greater economy of scale for investors

Close Brother makes new appointment

Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.

Butterfield expands Jersey senior team

In his new role at Butterfield, he will ensure all regulatory requirements are adhered to and that appropriate monitoring of processes and transactions is in place.

Italian family office appoints Cordusio Sim's wealth manager

Prior to that, since 2011, she had worked for the private banking business of UniCredit as a global adviser.

Corry Capital Advisors Expands Global Relationship with Northern Trust with Appointment to Administer U.S. Commingled Funds

CCA’s selection of Northern Trust to provide fund administration for its U.S. commingled funds demonstrates the seamless nature of our global service model," said Kimberly Evans, head of Private Capital Administration in North America.

UniCredit appoints private banking head in Italy

The new leader of private banking at UniCredit is currently responsible for the firm's investments products and advisory in Italy.

J.P. Morgan Asset Management Announces Major Private Credit Expansion; Appoints Meg McClellan Head of Private Credit

She will be responsible for private credit platform growth, both organic and inorganic. Meg currently serves as J.P. Morgan Asset Management's Chief Financial Officer.

CS Switzerland CEO joins SIX board of directors

He replaces Pierre-Olivier Bouée who has resigned.

RBC Adds Former NFL Quarterback to Wealth Management Team

Hanie is one of several former professional athletes turning to a career in financial advice after retiring from sports.

JPMorgan Chase CMO Kristin Lemkau shifts to run wealth management unit

It won’t be the first time Lemkau has shifted into unchartered territory at JPMorgan Chase.

Kleinwort Hambros strengthens wealth planning team with series of new hires

As part of Kleinwort Hambros’ commitment to enhancing its expertise in wealth planning, the bank has also announced five strategic hires in the department.

Independent Wealth Planners UK appoints director

Virgine’s appointment will help us coordinate and build an outreach strategy so current and future customers all over the country can understand the IWP proposition.

Mirabaud appoints Head of Communications and Marketing

Bertrand Bricheux joined the Mirabaud Group in 2011

Co-CEO of Fisch leaves company over strategic differences

Good held the role of head of portfolio management from 2014 until earlier this year

Nordea AM poaches regional sales director from BlackRock

He reports to José Machi, Nordea’s head of fund distribution in Switzerland.

HSBC hires Citi veteran to boost EMEA private banking

HSBC Private Banking has appointed Gavin Rankin as regional head of investment services & product solutions for EMEA.

Kingswood appoints head of wealth in management shakeup

Kingswood is also pleased to announce that Rupert Thompson has been promoted to Managing Director and Chief Investment Officer for the group.

STEP Benelux appoints new chair

His appointment is a strong endorsement of his expertise and commitment to our industry and we wish him well with his chairmanship.

Executive Moves