Managers of Wealth

Ex-Julius Baer Banker Resurfaces at Pictet

Habibian is the latest in roughly three dozen bankers to join Pictet from Julius Baer globally under new wealth management co-head Boris Collardi.

International multi-family office expands Corporate Finance team

He has extensive investment banking and corporate finance experience

Charles Stanley hires from Barclays for Glasgow launch

Charles Stanley has hired from Barclays as it launches an office in Glasgow, continuing a recent targeted expansion in Scotland.

Old Mutual to Fire CEO for Breaching Dividend Payment Rules

“The board came to the conclusion that there was a material breakdown in trust and confidence,” it said.

Boutique private bank appoints head of wealth planning

Based in London, John will work with high net worth families and their professional advisers to ensure that they have a clear financial plan in place.

McLaughlin leaves AIB to manage his father’s wealth

The market is dominated by stockbroker Davy, where Kyran McLaughlin was head of capital markets until his retirement last year.

A&G Private Banking expands Madrid team

A&G, with some €10bn in assets under management,has nearly 170 employees and over 70 bankers working for its offices scattered across Madrid, Barcelona, Santander, Sevilla, Valladolid, Valencia and Luxembourg.

UK wealth management group makes senior hire in Scotland

The firm’s presence in Scotland has grown considerably over the past year with a number of new hires in Aberdeen, Edinburgh and Glasgow.

Nikko AM appoints Head of Asia ex-Japan Equity

Nikko Asset Management’s Asia-ex Japan Equity team is a large, stable team and will be staying in place in its current format.

Estera appoints Group Head of Funds

Ethan has assumed this role in addition to his responsibilities as Managing Director of Estera Guernsey and Group Head of Corporate Development.

SANNE appoints Country Head to lead its Singapore business

Taking up the role officially in May 2019, David will be responsible for continuing to drive SANNE’s alternatives and corporate offering in Singapore and across the region.

Top law firm invests in its Private Wealth proposition

Stephanie will help to develop the firm’s offering

Investec Private Bank Channel Islands appoints new MD

Previously Stewart held management positions with accountants Grant Thornton and EY, and the London-based venture capital firm, Unilever Ventures.

BNP Paribas appoints insider as head of India wealth management arm

Singh joined BNP Paribas Wealth Management in 2013 and was appointed the head of its India sales division in 2016.

Wealth Manager announces three partner promotions

These promotions reflect years of outstanding contributions to our Firm

Fortis Private Bank boosts board

As a highly respected and seasoned Banking Executive, we look to forward to the expertise that Lyne will bring to our corporate finance, business and strategic planning initiatives.

Julius Baer Promotes U.K. Private Bankers

The move reinforces how heavily the Swiss private bank has moved on the British market

$275 Million Former Merrill Lynch Team Joins Sanctuary Wealth

Enclave Wealth Advisors expands Sanctuary’s network to California

Deutsche Nabs Credit Suisse Private Bankers

Piers Harris has over 24 years’ experience in the financial services industry and joins the Frankfurt-based bank from Credit Suisse, where he has been a senior relationship manager in the U.K. ultra-high net worth team since 2013.

Deutsche Bank Wealth Management makes two more senior UK appointments

Deutsche Bank Wealth Management announced the launch of a service to offer regulated mortgages to private-banking clients in the UK at the end of last month

Executive Moves