Managers of Wealth

Schroder Oriental Income Fund Chairman Robert Sinclair Steps Down

"The board would like to take this opportunity to thank Robert for his invaluable contribution to the company over the last 13 years

Banque Havilland strengthens management team in Luxembourg

Together these changes significantly improve both the executive capability and independent governance of Banque Havilland S.A.

Senior hire reflects growth plans

Business development specialist Richard Harland has joined PraxisIFM as Group Head of Funds.

Canaccord Genuity boosts wealth planning team

'Wealth planning is an important component in the firm’s strategy and enables us to provide a fully integrated investment management solution across our network of offices in the UK and Crown Dependencies.'

Integrated Financial Partners Appoints boosts Leadership Team

As chief communications officer, Lahita will oversee strategic media relations and brand visibility for the firm, and its 127 advisors (and counting). Appointment coincides with the launch of a new website and new messaging highlighting the firm’s s

Dion Global Solutions Appoints New COO

Kean brings a wealth of relevant domain experience to the role and has already overseen the significant growth in both the Wealth and Post Trade businesses.

A top portfolio manager has resigned from Steve Cohen's quant hedge fund unit Cubist after nearly 9 years

Michael Graves, a senior PM in Point72's Cubist Systematic unit, resigned from the multibillion hedge fund manager last week

UBS appoints co-heads for Asia-Pacific wealth management business

UBS manages some 377 billion Swiss francs (S$521 billion) in the Asia-Pacific, and is the world’s largest private bank by assets under management.

Ex-UBS WM head joins Zuger Kantonalbank

He will be proposed for election to private shareholders on 4 May 2019 at the bank’s annual general meeting.

HSBC appoints wealth leader

"Jessica brings to HSBC a very broad and deep knowledge of the Australian financial services sector

Zurich boutique revamps key funds as PM departs

Klingenbeck noted that the more defensive Global Allocation fund will now take a more quantamental approach, put more emphasis on its dynamic allocation process and expand its regional scope, no longer holding an overweight in Europe.

Julius Baer: New Hires and a Resignation

Less than two years after it poached J.P. Morgan Private Bank’s U.K. head, Julius Baer has reorganized to make her role redundant.

Merrill Lynch Loses FAs to These Key Rivals

His practice serves high-net-worth families and individuals, including business owners and corporate executives, Raymond James says.

Henley Appoints New CEO

In light of further developments and the ever-increasing demand for its services, Henley & Partners has decided to expand its Executive Committee.

New business economist at Handelsbanken

She is currently working as a forecast manager at the bank.

Swiss Re continues exploration of ReAssure IPO, appoints Mark Hodges as new CEO

Prior to joining Centrica, Mark Hodges was the Group CEO at specialist insurance broker Towergate Partnership.

What Credit Suisse's 173 new managing directors say about working there

Firstly, it's going to help a lot if you work in wealth management.

RBC Grabs Three Teams Managing $1.3 Billion, FA Skates Back to UBS

In addition to hoping that Wenkus can retain some of his former team’s clients, UBS apparently prizes his skating skills.

Apex appoints former KPMG partner to drive US private equity sales

Emmanuel Tuffuor will help develop both Apex’s private equity administration offering in Northern America and build out its tax service capabilities globally.

Three new MDs at Credit Suisse Australia

McKessar and Roberts-Thomson come from the firm's client facing investment banking team.

Executive Moves