Managers of Wealth

Rothschild Global Advisory boosts Chicago team

With over 25 years of experience, Sumner Farren joins Rothschild Global Advisory from UBS

JP Morgan Private Bank appoints new head of sustainable investing

She will be based out of the firm’s headquarters in New York.

Hargreave Hale loses London office head as six staff exit

Hargreave retired after 35 years at the firm. Meanwhile, Evans, who had initially joined the company from Brewin Dolphin in 2015, has returned to his old employer.

Mills & Reeve announces new head of private wealth

He specialises in advising high net worth entrepreneurial clients and will continue to be based in the Leeds office.

Credit Suisse is hiring a new US head of equity sales as it seeks to become top 5 player in stock trading

A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.

Beaufort IM hires Sanlam Four co-founder as new CEO

He left Sanlam Four in 2016.

Leading offshore law firm appointments Managing Partner for Jersey Office

The new role, which will be in addition to Wendy’s existing roles as partner and local practice group head of the corporate team

Adele Turton joins Brightstar's HNW division for northern expansion

Adele Turton, at Sirius Property Finance, said: “Securing this role at Sirius is a ‘finally’ moment for me and my team."

Indosuez names new head for markets, investment & structuring in Singapore

He will report to Pierre Masclet and to Arjan de Boer, head of markets, investment & structuring, based in Hong Kong.

Credit Suisse Veteran Joins UBS

Illy will start in his new role in December 2018. A spokesman for UBS confirmed the information.

Itaú Private Bank product specialist exits Miami team

This is the latest of a number of Credit Suisse hires by Itaú after it brought over traders from the Swiss group for the launch of a new offshore hub for high-end investors earlier this year.

Nordea’s global private banking head steps down

He took over the role from the firm’s current head of wealth management Snorre Storset.

FNZ chief operating officer exits after Aviva re-platforming woes

Platform's three months of pain

Brown Shipley hires from HSBC to up Leeds strength

‘Their appointments will be an important factor as we implement the business’ wider growth strategy across the Yorkshire region.’

Old Mutual Wealth strengthens sales team with new hire

He joins us at a time of significant regulatory change within the retirement sector and will help advisers provide excellent customer outcomes.

Credit Suisse Hires Julius Baer Veteran

Lim will focus on developing and deepening the bank’s relationship with key Southeast Asia clients and stakeholders, bringing to clients the spectrum of Credit Suisse’s products and services, and drive business growth.

Richemont announces resignation of Chief Technology Officer

He stepped down from the Senior Executive Committee with effect from 2 May 2018.

AllianzGI hires new head of Swiss business

Leger previously worked as managing director for business development at Capital Group.

First Names Group makes senior appointments across four jurisdictions

Before joining First Names Group he was Head of Private Wealth Switzerland for a large independent trust company based in Geneva.

SEI Adds New Solutions Director to Bolster UK Private Banking Team

Private Banking team and supporting the company's commitment to increasing the depth of its global resources.

Executive Moves