Managers of Wealth

NEDs appointed to JOIC

The new appointments will be made official after the two-week period and will take up a three-year term of office as of Monday 29 October.

Investment director parts company with Saunderson House

The firm, which is part of James Hay parent company IFG, says Mr Birt is supported by a team of investment analysts and investment decisions “continue to be challenged and overseen by the investment committee, which comprises both internal and exter

Battle to recruit ESG specialists intensifies

Applications are up but the right skills are hard for funds to find

Credit Suisse investment head joins UK boutique as CIO

Seven Investment Management currently has £14.3 billion (€16.22 billion) in assets under management

Barclays rehires HSBC director for Scots regional wealth push

The appointment followed a raft of departures across Barclays’ regional network over the past year.

JP Morgan Asset Management grows distribution team

She will be based in Melbourne, reporting directly to the firm's Australian country head Rachel Farrell.

7IM hires former Credit Suisse head Surguy as CIO

Follows string of appointments

Broadridge appoints president of global technology and operations

Carey was instrumental in Broadridge’s multi-asset platform investments around Global Post-Trade Management, and he led the creation of Broadridge’s Eurasian utility capabilities.

Deutsche Bank Wealth Management names two managing directors

Prior to this, McMillan was managing director in the investment solutions group at Wells Fargo Securities Llc

Close Brothers expands West End office

Hugh Adlington’s appointment, following that of Oliver Harvey in September 2018 and Tim Eliot-Cohen last year, will continue the expansion of CBAM’s recently launched office in the West End of London.

SANNE appoints experienced business development director in London

Jamie has extensive knowledge of the global private debt and capital market industry having worked across the EMEA and US markets dealing with structured finance and corporate finance structures.

Tilney reunites ultra HNW veterans for London team

Our new team have been totally immersed in advising some of wealthiest individuals and families in the UK for decades and each of them has a deep understanding of the requirements of high value clients.

Smith & Williamson hires from JPM for new wealth sales role

David Cobb, co-chief executive of Smith & Williamson (pictured), said: ‘I am delighted that David has joined the firm to help accelerate the growth in this key area for Smith & Williamson.

Lombard Odier, Partner Part Ways

The move is the latest turbulence to hit the partnership of Lombard Odier, one of Switzerland's largest independent, unlisted private banks.

Kevin O’Brien leaves Bank of Ireland to join Julius Baer

Mr O’Brien has also previously held positions with Kompass Ireland and Masterfoods

Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley

Baird has added 40 financial advisers to the group since the start of the year.

Vontobel expands US offshore coverage with appointment

His responsibilities for Iberia have been handed to Nabil El-Asmar Delgado, who was hired from Belgian group Candriam where he was country head for Iberia.

Julius Baer bolsters Indian wealth team

The private bank said that the move is intended at fortifying its position in India.

Blockbuster tech manager to exit Janus Henderson

The departure of Slingerlend will see Garth Yettick named as a portfolio manager on the technology fund from 1 December.

Credit Suisse Trust announces appointment of new Centre Head in Guernsey

He will also work closely with Credit Suisse’s dedicated Ultra High Net-Worth (UNHW) team to grow and develop the bank’s UHNW strategy.

Executive Moves