Managers of Wealth

Credit Suisse expands Spain team with 4 private banker appointments

Paloma Gómez de la Higuera was named as a senior private banker, while Jaime Beruete Concostrina, Patricia Fitzgerald and Carlos Núñez Alfaro were also added to the team.

Zedra appoints new London director to lead Corporate Services and LATAM development

Zedra has shown an ability to grow rapidly in new markets, bringing with it a fresh and new approach to the challenges of managing international clients business and wealth.

John Morton's new wealth business makes 'critical' hire

Broad Street Investment Management, which was set up by Morton a year ago, has hired a chief investment officer from a rival wealth firm.

TORI Global appoints wealth management head

He joins from EY

Deutsche Bank appoints head of wealth management in Italy

He was most recently at Credit Suisse, where for the past six years he led the UNHW Individual segment for the Italian Market Area.

Lombard Odier Anoints Next Leader

The move means the Genevan wealth manager has solved one of its most pressing issues: long-term succession planning for the 64-year-old.

Natixis WM names new senior line-up

Koenig began her career in 1997 as a wealth management advisor at Banque Populaire and then as a private banker at CIC.

BlackRock launches ESG high yield fund

The new strategy will screen out firms involved in activities such as controversial weapons and civilian firearms, fossil fuels and tobacco.

Wealth management firm appoints director to launch new financial planning arm

Will offer a holistic financial planning service extending the offering by supporting a wider clientele.

RBC Wealth Management makes senior hires

In addition, RBC Wealth Management has appointed Annabel Bosman to the role of Managing Director

RBC Wealth Management poaches Julius Baer MD

Annabel Bosman will head relationship management

Nigerian Merchant banks should look beyond wealth management

Banjo Adegbohungbe, Executive Director and COO of Coronation Merchant Bank joins CNBC Africa for more

Deutsche Bank poaches 13 from Credit Suisse

To bolster its Italian wealth management operation despite cutting 18,000 jobs worldwide

Charles Stanley taps Tilney in financial planner hire spree

Charles Stanley has hired a series of financial planners across its branch network.

Rothschild Head of Wealth Management Resurfaces At Rival

Earlier in the year, Rothschild CEO Laurent Gagnebin explained to finews.asia that although successful, the firm was just too small to maintain two offices in Asia.

REYL Group announces new appointment

In his new role, he will continue the Bank’s transformation and automation efforts

Chief Investment Officer Joins Sanctuary Wealth

The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines

Quilter-Owned Advisory Firm Hires Two in Singapore

Tan was most recently head of operations for Meyado Private Wealth Management.

AFA appoints new general manager, partnerships

Philip Kewin, AFA chief executive officer, said Coulter had come to the AFA with extensive experience in financial services.

Liechtensteinische Landesbank appoints Avaloq CIO

He will assume his new role in October 2019

Executive Moves