Managers of Wealth

GAM revamps institutional leadership after veteran departs

He joins from Jupiter Asset Management

Bahamas Financial Services Board appoints new CEO

We are delighted and fortunate to have someone of Tanya’s calibre and reputation join BFSB at this crucial time in our industry.

Intrinsic chief exec to step down in 2017

Annual results filed with Companies House showed that Intrinsic Financial Planning posted a £1.27m loss for 2014

Investec Debt Origination Head Ian Dixon Said to Leave Bank

Dixon ran the bank’s entire debt business on a temporary basis until Florian von Hartig was hired in January.

Raymond James Adds Billion-Dollar Group in Guam

The Asia Pacific Group was formerly with Morgan Stanley, where it had about $3 million in yearly production

TD Bank shakes up senior management ranks, appoints new chief financial officer

TD president and CEO Bharat Masrani says the changes, which take effect on Jan. 2, were spurred by the retirement of Fred Tomczyk

Credit Suisse bolsters UK private banking team

The two hires follow the recent appointments of Karsten Le Blanc as head of the bank’s London-based ultra-high net worth team and Harald Réczek.

Aviva Investors hires former Bank of England economist

“A deeply embedded discipline in fundamental research and strategy has proved pivotal so far in driving the strong performance of our AIMS funds and more widely across our fund range.”

Swiss private bank appoints head of risk management.

Formerly deputy director of risk management at Deloitte Suisse,

UBS Wealth Management appoints new vice chairman of emerging markets team

Wilson has worked as an investment banker for 35 years and has held top positions within UBS's wealth management division.

Elian strengthens Luxembourg depositary team with a senior appointment

Kerstin's main focus will be to develop the depositary services offering for alternative investment funds in Luxembourg.

BlackRock Hires Ex-JPMorgan's Loomis Tighe for Family Offices

At JPMorgan, Loomis Tighe was in charge of fixed income at the private banking business on the west coast and the southern region.

Chamberlen promoted to Principal role

His executive search career initially focused on assignments within enterprise web applications and boasts more than 30 successful placements into IBM GBS’s SAP Oracle & Peoplesoft Practices.

UBS Wealth bolsters London GEM team with senior appointment

UBS Wealth Management has appointed Lucas Wilson as vice chair of its global emerging markets (GEM) team.

UBS Wealth makes senior emerging markets appointment

UBS Wealth Management has appointed Lucas Wilson as vice chairman of its global emerging markets team in London.

ICBC Credit Suisse Appoints Laura Lui as Head of Index & Quantitative Investment

We have big strategic ambition to meet this need, and are delighted to have someone of Laura’s strong calibre joining us during this exciting time.

Changes to Senior Management at Cartier

He worked principally with Cartier, rising to become Managing Director of Cartier Japan

UK-based wealth manager names new CFO

The appointment is subject to approval by the Financial Conduct Authority, UK's financial regulatory body.

Four Senior Hires For Julius Baer

Julius Baer has boosted their UK Relationship Management and Wealth Planning team with four senior hires, all joining from Deutsche Bank’s London office.

NAB Asset Management names JANA CEO

NAB Asset Management has appointed a new chief executive of its investment consultancy business JANA, replacing outgoing boss Ian Patrick.

Executive Moves