Managers of Wealth

WHIreland Announces Senior Wealth Management Appointments

The appointments come on the back of news that WHIreland Wealth Management has been appointed discretionary investment manager for two Isle of Man Government mandates.

Double hire for Brown Advisory’s Private Client London team

Nicholas and James will be responsible for managing bespoke discretionary investment portfolios for UK and international private clients.

Crestbridge appoints new Head of its London office

Paul is a fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and a regular contributor to journals and specialist magazines.

Rathbones creates new role for technology growth

The appoint comes shortly after Rathbones reported its half-year results.

Chinese equity star manager Diamond Lee leaves OMGI

Crabb has been managing Asian equity funds for more than 15 years including roles at BlackRock and Prudential Asset Management.

Securities Regulator Appointed Deputy GM of China's Sovereign Wealth Fund

Qi Bin served 16 years at China Securities Regulatory Commission, where he pushed for opening Chinese stocks to foreign investors by linking markets in Hong Kong and Shanghai

Rothschild hires two former UBS bankers

He was most recently joint global head of investment banking at UBS and a member of the global executive committee.

Golden State Wealth Management boosts CA team

He specializes in providing goal based financial planning, retirement planning, and asset preservation to small business owners, individuals, and families.

Sydney wealth management firm names new CIO

He is one of the most outstanding portfolio managers in Australia and has a long-term track record of outperformance running a large pool of retail client fund. We are absolutely thrilled to have Ashley on board.

J.P. Morgan Asset Management names new global head of equities

He will split his time between New York and London and report to Chris Willcox, CEO of global investment management.

SEI hires ex-Standard Life platform boss for private bank team

Kevin’s appointment significantly strengthens our executive management team and will help us ensure we fully capitalise on further growth during the rest of the year.

Brooks Macdonald adds to Guernsey office

‘Toby is a key appointment for us at Brooks Macdonald."

Rothschild Hires Former UBS Bankers for Senior Roles in Americas

Rothschild & Co Continues Expansion of North American Business

Northern Trust Hires Sales Manager to Support Landmark Growth among Asset Owners

Hamilton joins Northern Trust from State Street where he was responsible for UK sector solutions - asset owners.

Old Mutual Finance Director Appointed To Subsidiary Board

Its New York listed subsidiary, which also reported a fall in earnings in 2016 to date.

Northern Trust appoints regional sales head for Luxembourg

Assets under administration in Northern Trust’s Luxembourg office have increased by 100 per cent over the past five years.

Morgan Stanley Saudi Arabia CEO leaves, chairman to step down

Aractingi, who joined the lender in Dubai in 2010 and became head of the bank’s Saudi Arabia operations in 2013, plans to pursue other opportunities, the memo said.

AXA Wealth's Lowcock moves to Architas for investment director role

In his new role he will help develop a better understanding of Architas' retail investor clients and improve its communications with advisers and the media.

Credit Suisse Fills Key Wealth Management Post

The department is mainly involved in shipping finance for sea- or airfreight and other complex capital transactions.

UBS Asia investment banking co-head said planning to depart

Pretax profit at its investment bank slumped 48 per cent in the second quarter, which the bank partly blamed on a slowdown in its Asia Pacific equities business.

Executive Moves