Managers of Wealth

Oracle's asset management arm plans MENA expansion

Oracle Capital Group is perfectly positioned to capitalise on these changes and help its new and existing clientele to enjoy a greater level of service

Canaccord Genuity Wealth Management Adds Investment Director to Isle of Man Investment Team

Arthur brings a decade of wealth management experience and a strong track record of business strategy and development to his role.

Cohen's Point72 Seeking to Hire Up to 70 for London Office

Point72 Asset Management, the firm that oversees billionaire Steven A. Cohen’s wealth, is seeking more than 40 traders and analysts as it expands its London office.

WMA appoints JM Finn investment head to board

She began her career at Brewin Dolphin in 1984 and spent the majority of her career there, rising to a board role in 2003, before stepping down from the company in 2013.

Wolseley's new chief John Martin to stick with Swiss tax base

The chief financial officer will become chief executive in place of Ian Meakins, who plans to build his non-executive portfolio.

Charles Stanley hires ex-Tesco man as interim CIO

This incorporated positions working within fixed income and currency markets, utilising unconstrained, absolute return and multi asset investment strategies.

Steven Cohen's Point72 Names BlackRock's Desmidt as Asia Chief

Most recently head of strategic product management for BlackRock’s Asia-Pacific region, Desmidt had been at BlackRock in various roles since 2006

Wealth boutique names former Duncan Lawrie boss as CEO

He has over twenty years' experience in the industry including seventeen years at Duncan Lawrie Private Bank as Finance Director and latterly Group Managing Director.

Pictet hires trio of managers for thematic funds

The three managers will be based in Geneva.

Barings hires ex-Sarasin global income manager

Mr Lucas was previously head of equity income at Sarasin & Partners

Spate of Brewin Dolphin directors retire

Wealth manager Brewin Dolphin has lost a wave of senior staff in retirements timed to coincide with the new year.

Head of RBC Wealth Management-U.S. To Retire

The firm's most recent acquisition included City National, an elite Los Angeles-based bank that caters to Hollywood elites.

Round Table Wealth Management boosts team

He has more than 25 years of experience providing extensive financial planning services to clients, such as investments, insurance, estate, gift and income tax issues as well as financial decision making.

Credit Suisse team head to William Blair in Atlanta

The team serves high-net-worth individuals and their families, business owners, foundations and endowments.

GAM announces changes in the Board of Directors

The company will nominate a new candidate for election to the Board of Directors at its upcoming Annual General Meeting, scheduled for 27 April 2016.

Barclays South/Southeast Asia wealth head exits, reporting lines change

Just a month after Barclays’ former Asia head of its wealth management business left

Nordea appoints new Head of Wealth Management

He succeeds Gunn Wærsted who has chosen to step down from her positions at Nordea and pursue an active career holding board positions.

Alliance Trust appoints new chairman

He is currently chairman of UK Green Investment Bank, Forth Ports Limited and IMI, and was previously chairman of the Weir Group and of SSE, and a non-executive director of Standard Bank.

Source Appoints Six Country Heads To Spearhead Increased Presence In

In addition to the new country heads, Source has also established two important new functions to complement and leverage the expertise within the coverage team.

Robertson Stephens Adds Credit Suisse’s Wu for Asia Wealth Push

Piazza is among executives bolstering staff with Credit Suisse veterans as the Zurich-based bank retreats from managing money for U.S. clients.

Executive Moves