Managers of Wealth

Brown Shipley CIO assumes group role at KBL European Private Bankers

He will begin the job on 31st March 2016, taking responsibility for a group wide investment research team.

BNY Mellon's Pershing Appoints A New Chief Operating Officer

She was named one of the '50 Most Influential Women in Private Wealth' by Private Asset Management magazine in 2015 and one of the '50 Top Women in Wealth' by AdvisorOne in 2011.

Wealth management consultancy promotes wealth head to board

Under herleadership the Practice has expanded considerably and now constitutes a significant percentage of Knadel’s annual turnover.

JP Morgan Asset Management appoints UK institutional head

European chief executive Mike O'Brien is looking to build a competitive solutions business for pension funds and insurers.

BNY Mellon names Andrew Seested senior wealth director

He will report to Washington Regional President Susan Traver and Garett Alton, mid-Atlantic regional sales director.

Exclusive: Apex Capital CIO departs to launch hedge fund - letter

That new firm is SoMa Equity Partners, and will led by current Apex chief investment officer Gil Simon.

Canaccord Genuity Wealth Management names head of UK compliance

Canaccord Genuity Wealth Management last month hired Creechurch Capital's Arthur Molloy to spearhead its growth push in the isle of Man.

UBP names Frederic Carbonnier CEO of investment adviser unit

Carbonnier has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.

UBP appoints to lead US client focus

He has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.

UBS Wealth promotes three in investment products team

The company said Ben Geldenhuis will head mortgage solutions

State Street appoints Swiss ETF head

He will report to Alexis Marinof, EMEA head of SPDR ETFs and Stan Hlad, head of SSGA Switzerland.

Top Lawyer Swaps Credit Suisse For Rival UBS

The top lawyer at Credit Suisse's wealth management division is leaving to join the private banking business at Swiss rival UBS.

Brown Shipley's Doran Given Group Role In Management Shake-up

Brown Shipley chief investment officer Kevin Doran has been named as parent firm KBL European Private Bankers’ group head of research and strategy ahead of a Brown Shipley senior management shake-up.

RBC Wealth Management appoints ex-Coutts senior banker

Based in Hong Kong, Tang joined in January and reports to Ignatius Chong, who was recently appointed to the role of market head, Greater China.

Close Brothers Asset Management makes key hires

Penny Lovell, Head of Private Client at CBAM, comments: ‘We have identified a group of individuals who will help us in the next stage of our growth strategy. Shirley and Jonathan both bring extensive private client and professional intermediaries ex

Bridgewater Heir Apparent in Talks to Give Up Co-CEO Role

Greg Jensen, presumed successor to Ray Dalio, may take on changed role

UBS names August Hatecke head of wealth management South East Asia

He will report to Edmund Koh, head of wealth management Asia Pacific

Psigma global equity head Tim Gregory steps down

There will be no like-for-like replacement for the head of global equities role and Gregory’s responsibilities will be divided between the team.

Sei NAmes New Head Of Institutional Group

Former Head of Sales for Institutional Group Brings More Than 20 Years of Experience in Institutional Investing to New Role

James Brearley & Sons hires for southern push

He was previously head of business development at AJ Bell Securities, where he helped grow the firm’s assets under administration to £12.1 billion.

Executive Moves