Managers of Wealth

Exits and Reshuffle at UBS in Asia

Over the past decade, the Swiss bank has built one of the largest China-focused investment-banking businesses and while China remains a key market, UBS wants to pay more attention to other parts of Asia.

Prudential financial planning director joins SJP

SJP academy hired 35 grads in May

SANNE appoints new Head of Fund Services for EMEA

He was involved in successful acquisitions of other fund administrators, including in the US and Channel Islands, to establish an Orangefield presence in these locations.

Ex-Killik wealth planning boss joins international accountancy and advisory firm

Prior to joining Killik in 2009, Sarah ran her own consultancy and worked at Walker Crips and PIFC.

Investec Wealth & Investment adds to Cheltenham team

I am confident her appointment will help ensure we continue to offer the highest level of service to existing and new clients.

Kepler Cheuvreux Hires Corporate Finance Trio

Maizar, until the end of 2016, was responsible for the capital market and treasury solutions business at Deutsche Bank in Zurich.

ZEDRA Expands funds team with key Jersey hire

ZEDRA has experienced rapid expansion in current months

Man group names new head of responsible investment

In addition to his current role on Man GLG’s European and international equity teams.

CIBC Announces Senior Executive Changes

"These changes will further develop and add to our leadership depth at CIBC, creating new opportunities not only for Executive Committee leaders but for top talent across our global leadership team," said Mr. Dodig.

JH&P names CISI chairman and Polar CEO as senior advisers

Yarrow was the Lord Mayor of the City of London between 2014 and 2015, after a 37-year career at Dresdner Kleinwort.

Steward Partners and Raymond James Add to Washington and New York Offices; Advisors with $270 Million in Assets Become New Partners

Raymond James Affiliate Welcomes The Staadeker Group To Washington, D.C., And Steven Libov To New York City

Price Bailey appoints four new Directors

Price Bailey has just achieved its most profitable year ever and a big part of this success is down to the exceptional client care offered by our highly trained and engaged team.

Talbots invests in growth with three key appointments

A leading West Midlands law firm has made three key appointments as part of a strategic expansion drive that will see it grow 20% in 2017.

Investec hires new business development manager

His FX experience means he already knows many of the intermediaries who refer clients to Investec.

Coram adds to newly-formed Advisory Board

Mr Yearsley had co-founded venture capital trust specialist WealthClub but left an active role earlier this year.

Signia Wealth names new CIO, with de Merlis to exit

He also previously worked at JP Morgan Investment Management.

Cazenove Capital names Mary-Anne Daly as UK CEO

Ross, who was promoted to his new role in May, also joined Cazenove in 2001.

Citi Private Bank Strengthens West Coast Team

Citi Private Bank helps clients grow and preserve wealth, finance assets, make cash work harder, preserve legacies, and serve family and family business needs.

Investec poaches Threadneedle UK small cap manager

We are well positioned to meet the requirements of our adviser and wealth management clients.

Legg Mason nabs from JPMAM for UK sales head

Eede says Barry’s reputation will facilitate Legg Mason’s expansion of investment choices for UK intermediary clients.

Executive Moves