Managers of Wealth

IQ-EQ Welcomes New Client Services Director in Jersey

Simon is both technically strong and attuned to clients’ needs, both of which make him immensely suited to his new role with IQ-EQ.

Broadridge appoints new President

Mr. Perry currently leads Broadridge's Global Sales, Marketing and Client Solutions organization.

Two key hires join private bank Hampden & Co from Handelsbanken

Former RBS bankers Ian Gibson and Clare Ansell appointed as directors at Edinburgh-based firm

Appleby Announce High Profile Appointments

Malcolm Moller has been appointed as the new Group Managing Partner.

Profile assigns Chief Business Officer for MEA, APAC, UK, Ireland and Americas

The assignment aims at improving the existing momentum the company has with the implementation of its platforms in selective financial organisations in the mentioned regions.

Credit Suisse announces changes to board of directors

In addition to his chairman role at TSB, Meddings currently serves as a non-executive director and chair of the Audit Committee of HM Treasury in the UK.

Wells Fargo Lays off Wholesalers in Asset Management Arm

The decision to restructure the wealth client group represents a first step in this effort.

Dealer group restructures leadership

The head of compliance - policy and regulatory position is yet to be filled.

Charter Hall appoints new fund manager

The firm said that the creation of the fund manager role was a reflection of the strong growth of its Charter Hall Direct’s business.

Swapnil Mishra joins Kristal.AI to combine two decades of experience with artificial intelligence technology as digital wealth management heats up

Swapnil believes that in the coming decade, transparency and technology will play a key role in building trust - attributes that are the foundation of Kristal.AI.

Julius Baer to cut 300 jobs and focus on technology after profit fell in 2019

The wealth manger said it expects to improve revenues by more than 150 million Swiss francs over the three-year period by broadening its offerings for wealthy and ultra-wealthy clients and increasing technology investments to enhance its client advice.

HSBC Private Bank taps Santander selector to head funds

Fixed income and multi-strategy specialist to take on new funds and ETFs post.

Hampden taps senior Scottish banking duo in hiring spree

Hampden & Co. has appointed Clare Ansell and Ian Gibson from Handelsbanken as banking directors in Edinburgh.

Citi bolsters private banking team in Spain

The appointment is part of the firm's commitments to boost its private banking business in Spain.

Calastone Names Chief Revenue Officer

He brings with him more than 25 years’ experience in the asset management, wealth management and treasury industries

Archax appoints former FCA supervisor as chief compliance officer

Archax, which plans to launch its exchange in mid-2020, is focused on providing a venue for institutions and professional investors to trade in digital securities.

Winton joins Alex Wright to help on Fidelity Special Values

His promotion comes amid a raft of co-manager appointments by Fidelity as the investment group strengthens its UK equities team and elevates a new generation of fund managers.

Family Office Exchange Bolsters Family Business Expertise with New Leadership Addition

She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.

Morgan Stanley, UBS Shuffle Managers on East and West Coasts

Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.

Indosuez Switzerland’s head of WM replaced

Before moving to Indosuez, she spent nearly 15 years at BNP Paribas, most recently as head of development and innovation.

Executive Moves