Managers of Wealth

Raymond James takes on $260M Merrill Lynch team

“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.

Credit Suisse Nabs UBS Veteran

The bank confirmed the hire of Imhof, who will report to investment management head Bjoern Jesch.

Growing pains strike Sanlam as 11 senior figures depart

The departures highlight the challenge facing Sanlam's UK chief executive Jonathan Polin as he pushes through an ambitious growth strategy

WH Ireland makes former Ofgem boss as non-exec director

The role remains subject to FCA approval

Kleinwort Hambros strengthens UK front office team with two senior appointments

Steven will assume the role on 23 September and will report into Andrew Hillery, Head of UK Private Banking at Kleinwort Hambros.

UBS names new CEO for EU business

Novakovic will take up her new position, which is based in Frankfurt, on 1 September.

Hargreaves loses proposition manager to Schroders Personal Wealth

Financial advice business makes double appointment

Tatton poaches from Brooks Macdonald in hiring push

The firm says it is also preparing to hire a further research analyst and investment strategist in due course.

Pictet WM recruits 20 in Greater China expansion plans

Tee succeeds Claude Haberer, who has led the expansion of Pictet’s Asian business since 2011.

CAPTRUST Bolsters Wealth Management Leadership with Addition of Frank Bub

Bub has over 25 years of experience in the wealth management and independent investment advisory industries.

Fundsmith appoints head of adviser sales

Fundsmith founder and chief investment officer Terry Smith said: “We are pleased to welcome Scott to Fundsmith to focus on the fast growing number of IFAs who have chosen Fundsmith for their clients’ investments.

Pictet overhauls Asia leadership in expansion push

Tee Fong-Seng, who joins as the succeeding CEO of PWM Asia, was most recently chairman of EFG Bank’s Asia advisory board.

UBS looks to hire indexed fixed income PM

The role is based in Zurich.

Geneva Wealth Manager Poaches Berenberg Private Banker

Post will report to Paolo Anastasi, a member of the executive committee and head of private banking.

HSBC Singapore names head of wealth and international

He will ensure the continuity of key initiatives, and drive further growth for its wealth and international business in the new role.

Credit Suisse appoints new Winterthur chief

He will be responsible for coordinating the bank’s activities in the region, including private banking.

SGKB executive veteran to step down

The bank has also seen the number of employees grow from 1,078 to 1,095.

Bergos Berenberg Adds Top Lawyer and Banker to Its Board

He was made chairman, a position previously held by Christian Kuehn.

Bank of America names new managing director for D.C.'s Merrill team

He will oversee financial advisers, corporate benefits specialists and private wealth advisers for the local branch of the investment and wealth management business.

MyState Limited appoints new Non-Executive Director

He was subsequently appointed Managing Director of ING Vysya Bank in India where he led a successful turnaround.

Executive Moves