Managers of Wealth

Geneva-based boutique to expand with new hires

Alpha Global Wealth focuses on managing the assets of expatriates who live and work in Switzerland.

Tilney appoints Jonathan Asquith as a Non-Executive Director

Following the establishment of Deutsche Morgan Grenfell he served as both Chief Financial Officer and Chief Operating Officer.

Citi Private Bank appoints Global market manager for Thailand, Malaysia and Brunei

Prior to his latest appointment, Morse was a team leader for the Singapore, Thailand and Malaysia markets at JP Morgan Private Bank, where he had worked since 2011.

Raymond James Appoints Head of Global Equities

He developed and implemented processes that helped to substantially grow equities revenues and improve overall key account rankings.

Aberdeen Standard Focuses on Indonesia

Global and regional wealth managers are moving to tap the burgeoning Indonesian wealth market.

Schroders strengthens fixed income team

In this role he managed Schroders' fixed income execution with a team of 20 specialist traders across four regional desks.

Old Mutual bosses step back as managed separation finalised

Old Mutual Limited is the new holding company for Old Mutual Emerging Markets, a holding in Nedbank and the residual Old Mutual plc.

Rowan Dartington to consolidate teams in new Taunton office

These small hubs will close once the regional centre opens.

Berkeley Alexander appoints ex-Sterling head of HNW Affinity to launch HNW division

He will work in partnership with managing director Geoff Hall, Berkeley Alexander’s business development and sales teams, and its affinity partners.

Equirus Capital ropes in Citibank exec to head wealth management biz

Equirus said it is in the process of hiring more senior and mid-level executives for its wealth management division.

GAM hires Kleinwort Hambros director for wealth team

We look forward to Joss’ contributions to the growth of our business and to helping our clients reach their investment aspirations.

Veteran Rathbones wealth trio follow ex-director to Close

Between them, the trio had spent more than 50 years at the firm.

Craig Barley Joins Butterfield Bahamas

An attorney, Mr. Barley began his career in Brazil at the law offices of Messrs. Arnoldo Wald, and subsequently held positions with Banco Omega and UBS.

Mark Woodward to join St. James’s Place Wealth Management Asia

In joining the St. James’s Place Partnership, Woodward will focus on providing wealth management services to affluent and high net worth expatriates in China.

Cadillac Chief Leaves GM, Citing `Philosophical Differences'

During de Nysschen’s nearly four-year tenure, Cadillac’s recovery efforts have been a mixed bag.

GFSC appoints new Senior Decision Makers

As part of the process, Senior Decision Makers are also required to determine the penalties that are to be imposed

OZ Management Appoints Thomas M. Sipp Chief Financial Officer

Mr. Sipp received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh.

Insider vs Outsider: Battle for private banks' new CEOs

Selection of a CEO doesn’t happen through a formula or a lucky draw.

Citi Private Bank appoints head of Citi investment management sales, APAC

Julie Koo to lead sales of the Private Bank’s discretionary investment management capabilities in the region

Waverton appoints ex-Coutts Director

She has over 25 years’ experience in the financial services industry with a particular expertise in managing the assets of UHNW and complex clients.

Executive Moves