Managers of Wealth

Deutsche Bank Wealth Management expands APAC wealth advisory and investment solutions team

Tan reports to Lavanya Chari, interim Global Head of Global Products & Solutions.

Kleinwort Hambros appoints CEO of Channel Islands

Based in Jersey, but covering all the Channel Islands, Huchet is also a member of the Executive Committee of Kleinwort Hambros.

SJP hires former Hermes governance boss to head SRI

In her new role, Hunt will be leading the strategic and operational development of the St James’s Place

Brown Shipley adds head of direct equity to Vaughan's team

Newly created role

Italian Credem reshuffles wealth management unit

Giuseppe Rovani and Fulvio Albarelli report directly to the coordinator of the wealth management area of the Group, Paolo Magnani.

UBS bolsters team in the North East

The appointment comes at a time when private banks are increasingly expanding their offering to the north of England

Blockbuster manager swaps Schroders for Wellington

Following his exit, Schroders assigned the Schroder ISF Euro High Yield fund to Peter Harvey

Ernst & Young names new CEO and global chairman

He leads the execution of the strategy for EY

UBS's Swett Wealth Management Group Expands

All of whom are current employees of UBS and were internally recruited by the team's Managing Director, Jeffrey Swett.

Indosuez Wealth Management names new global head of Americas

“Frédéric’s international experience and his extensive banking expertise will benefit the bank in developing synergies between all of Crédit Agricole group’s businesses in the region.”

Julius Baer Announces Middle East, Africa Team Leads

Bank Julius Baer has announced the creation of two dedicated sub-regions for the Middle East, Africa and Turkey, and the appointment of the new leadership for them.

Women promoted to Invesco trust hit by boardroom battle

Appointments a ‘bookend’ to the tiff between bond managers and the board

Family office appoints director of wealth planning

Boswell will be based in London and report to Susie Hillier, Head of Wealth Planning.

Sanlam Brand Division CEO welcomed

The BMF congratulated Mbhele and pledged its support to him in his new role.

Vontobel Asset Management expands its ESG Expertise in Emerging Market Bonds

Carl Vermassen joins Vontobel’s emerging markets fixed income team as portfolio manager.

BNY Mellon Wealth Management names Ray LaDieu as Senior Wealth Director in Dallas, Texas

Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice.

Brown Shipley appoint new client director in Manchester

He joins from Barclays Wealth, where he was a private banker and wealth planner for more than six years assisting a number of high net worth individuals

BNY Mellon Wealth Management Name A Senior Wealth Director in Dallas, Texas

The Pinnacle Club is the bank's highest distinction for exceptional performers.

Former Barclays Wealth Head Steve Houston Joins WealthTech as Strategic Advisor

Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals regardless of their level of wealth, and to deliver this advice in a timely manner through both mobile applications

Vistra Announces New Leadership Appointments in UK, Ireland and Channel Islands

Clive succeeds Jane Pearce who was recently appointed as Managing Director of UK, Ireland and Channel Islands.

Executive Moves