Managers of Wealth

KPMG names new head of wealth

Former AWU national secretary Paul Howes has climbed up the ranks at KPMG to head up wealth management.

RBC recruits $350M advisors from Wells Fargo, Janney

Among the firm's new hires, Bruce Georgi and Gerald Barkley joined RBC’s Pittsburgh office from Janney Montgomery Scott.

T Rowe Price names new responsible investing research head

New role underscores T. Rowe Price’s commitment to incorporation of environmental, social and governance (ESG) considerations into firm’s investment research process

Pershing Appoints Chief Operating Officer

"Jim possesses a deep understanding of our business and a reputation for doing what's best for our clients," said Brian Shea

IRESS announces senior leadership restructure

The restructure also marks the exit of chief operating officer Steve Barnes as a review of IRESS' operations capabilities has removed the need for a separate group-wide operations function.

St Gallen bank appoints new CEO

Stephan Weigelt, Steiner's predecessor as CEO, has decided to step down after 19 years in the role.

Kaye moves to Macquarie

Kaye starts at Macquarie’s London office on September 4

UBS Eyes Up Frankfurt

Switzerland’s largest bank is mulling the relocation of at least 250 investment bankers to the German banking capital or to another major European city.

Tavistock appoints ex-Aegon man to its board

His appointment coincides with the resignation of Phil Young as a non-exec, who is leaving to pursue other business interests.

Moola hires ex-Quilter Cheviot director to 'propel growth'

I’m thrilled to be returning to finance at a time when fintech is really flourishing in the UK

New Singapore and Southeast Asia Head at Northern Trust

Her valuable experience in product strategy will ensure our APAC clients benefit from our asset servicing solutions designed to help them navigate challenges and increasing complexity in the market.

Founding partner exits Zurich wealth manager

Entrepreneur Partners currently has about CHF2 billion under management in its wealth management division and CHF400 million on the asset management side.

UBS has just hired a new global head of equities technology

Equities sales and trading is a key function at UBS.

Audi reshuffles management board amid emissions scandal

Audi's management board reshuffle comes less than a month after former Volkswagen compliance executive Oliver Schmidt pleaded guilty in the U.S. to helping equip diesel-powered vehicles to evade pollution requirements.

Blackstone Hires Chairman in Japan

Prior to Blackstone, Mr. Kuki was the Chairman of Banking at J.P. Morgan in Japan

Ignition Wealth appoints investment committee chair

The appointment of Simon Conroy as Chairman of the Ignition Wealth investment committee is part of our ongoing commitment to drive the business forward

Citi Private Bank Continues to Strengthen West Coast Team

Kush Malhotra Named Regional Market Manager for Western Region – South

Nikko Asset Management NZ appoints independent non-executive director

Having led the funds under management, operations and finance of one of the country’s largest private investment portfolios from a single family office, Ms Jones brings a range of skills to the Nikko AM NZ board.

Aquila Veteran Poised to Depart

The family office, to be based in Zurich, will eventually be open to third parties.

Executive Moves