Managers of Wealth

Barclays Loses «Big Hitter» in Its NRI Division

At the time he joined Barclays, the bank said he was to have a key role in it's expanding Non Resident Indian business.

Ex-Falcon Asia Head Joins J. Safra Sarasin

J. Safra Sarasin is part of the Brazilian-headquartered Safra Group, owned by the Safra banking family, which traces its origins in banking to Syria in the mid nineteenth century.

RBC Hires Another Wells Manager, This Time in California

Bruce Meyers, a producing manager who had been running Walnut Creek since RBC combined it and an Oakland office into expanded quarters in May, has returned full-time to production

corfinancial appoints new CEO

South Africa-born Hobson has been in the fintech industry for the past 18 years

Rathbones appoints new chief executive

During Howell’s tenure, he has overseen a number of acquisitions, including wealth manager Speirs & Jeffrey, IFA network Vision Independent Financial Planning and the private client arms of Jupiter and Tilney.

Standard Life Aberdeen board loses non-exec from Credit Suisse

The latest board shuffle comes amid a number of personnel changes since the merger that formed Standard Life Aberdeen.

Former Henderson CEO joins financial advice firm

Adrian Lowcock, head of personal investing at Willis Owen, said at the time of Mr Formica’s exit that co chief executive arrangements were usually temporary.

BlackRock names Geraldine Buckingham new Asia Pacific head

The move comes as BlackRock continues to consider Asia Pacific as one of its “most critical priorities”, according to chairman and CEO Laurence D. Fink.

Barclays Private Bank appoints Head of Investments for EMEA

With over 20 years’ experience in capital markets, asset and wealth management business development and portfolio construction for large asset owner

UBS Beefs Up After Rape Claim

Wan's job is also a new one for UBS, which had previously delegated employee relations to its regions.

UBS turns to Deutsche for latest hire

Swiss bank has been a particularly active recruiter in the second half of 2018, while Deutsche sheds staff from its investment bank

BNP Paribas Loses Senior Asia Leader

French lender BNP Paribas has lost a significant member of its Asia leadership team.

Rathbones boost multi-asset team with ex-Barclays man

The breadth of his experience, including his time as a multi-asset portfolio manager and as a relationship manager, gives him a detailed insight into the needs of investors.

New Luxembourg CEO at EFG International

Her focus was particularly on the Greek market.

Wells Fargo Loses 11 Advisors to These Rivals

These advisors are telling us they want the freedom to serve their clients as they deem most appropriate to their needs.”

JFSC appoints new Director General

He is currently a Special Adviser on Risk and Regulation to the Central Bank of Ireland

Syz AM creates new advisory board for systematic strategies

This ground-breaking initiative, which fuses asset management expertise with academic rigour, will seek to identify market allocation signals for systematic strategies.

Smith & Williamson raids Quilter Cheviot for Glasgow hire

Wealth Manager revealed that 24 investment managers and support staff had left the firm to set up a new business with Cheviot founder Michael Kerr-Dineen.

Faulkner exits Psigma after six months to open Raymond James office

Faulkner, a former Wealth Manager cover star, had been recruited by Psigma earlier this year to work out of the firm’s Birmingham branch.

RayJay hires Deutsche WM vet for top role

Prior to his most recent roles at Deutsche Bank Wealth Management he was the head of asset allocation and quantitative analysis.

Executive Moves