Managers of Wealth

RBC appoints new head of wealth management for South-East Asia

In the new role Reed also heads RBC wealth management Asia’s client and business development, and the Hong Kong trust company.

Sean Gallagher, co-CIO of fundamental US equity, and Suneil Mahindru, CIO of international equity, are to leave the firm.

Gallagher, who was promoted to the position of co-CIO of fundamental US equity in January

UBS appoints new head of Luxembourg wealth management unit

Baer, who relocates to Luxembourg in August, will become a member of the WM EMEA Management Committee.

WH Ireland boss steps down

The announcement was made as the group released its final results, showing another operating loss but an increase in revenue.

Catalyst Development adds partner in asset and wealth management practice

Clare specialises in front office operations and systems, operational risk and regulation and consultancy services around the outsourcing of the dealing function.

Odey loses an aristocrat as head of trading exits

Despite Beckett’s exit, Odey Asset Management is by no means short of British nobility.

UBS Appoints New Head of Lux Wealth Management

Heinrich Baer, who will replace Rene Mottas

Senior litigator joins Ogier's Dispute Resolution team in Jersey

She is the co-author of the chapter on Jersey in Bloomsbury Professional's ";International Guide to Money Laundering Law and Practice"

Oppenheimer Expands Its Financial Technology Expertise With New Managing Director

This addition is part of a significant strategic expansion of Oppenheimer's commitment to the technology industry under the leadership of Robin Graham, Head of Technology Investment Banking.

Stifel hires 3 advisors from Merrill, Wells, Oppenheimer

The cumulative impact on Stifel's head count, which currently stands at 2,266, should be evident when it reports second quarter earnings until later this month.

HSBC Private Banking, Americas Appoints New Philanthropic and Family Governance Specialist

She joins HSBC with more than 10 years of charitable planning and administration experience.

Wells Loses Six-Broker Team in NYC, Complex Manager in New Jersey

Joining them at RayJay are Roger Jee, who has worked with them since 1993, and Michael Lubin, a 20-year veteran broker and former financial reporter who joined their Wells team in 2015.

Cambridge Trust Company Announces Appointments of John Sullivan and Kerri Mooney to Senior Leadership Roles

Sullivan to Take Charge of Bank’s Growing Jumbo Mortgage Financing and Personal Lending Business; Mooney to Lead Private Banking Offices

Excelian, Luxoft Financial Services expands its Wealth Practice with new UK lead

Under Hassan’s leadership, Excelian will continue to build its strategic partnership with Avaloq through a significant increase in local and near-shore functional and technical expertise.

Vontobel AM poaches Zurich family office CIO

In his new role, he will be responsible for the asset manager’s range of models.

Compagnie Financière Richelieu: senior management appointments

Nadine Khairallah joins the Compagnie Financière Richelieu as Chief of Staff.

VW Group names Porsche exec as strategy chief

He studied information systems at the University of Mannheim in Germany

International law firm annouces 14 partner promotions

We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”

Withers re-appoints longstanding chief Robertson to fourth term after uncontested election

Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.

Change to Richemont Board of Directors

The election will take place at the next Annual General Meeting, to be held on 10 September 2018.

Executive Moves