Managers of Wealth

Credit Suisse Said to Cut Equity Staff in Dubai, S. Africa

Europe’s largest lenders have been under pressure to restructure their securities businesses as volatile markets erode revenue

Shauna Bevan among triple exit in Charles Stanley restructure

The reorganisation has resulted in seven jobs being ‘put at risk’, while seven new roles have been created.

Crestone signs former Rio Tinto CEO

“We are delighted that someone of Leigh’s calibre has accepted our invitation to join the Crestone Board. Leigh brings very valuable experience and insight, which will be instrumental in helping Crestone to deliver continued growth over the co

Canaccord Parts ways with Veteran Investment Banker

He is known for his expertise in mergers and acquisitions advice, having spent seven years at boutique advisory firm Sagent Advisors.

Aberdeen Asset Management - Changes to Committee Chairmen

The following appointments have been made to the Board's committees

New Head of Credit Suisse Wealth Management

This is part of the project shifting the Express Line's trains to the City Line in order to serve more passengers.

LGT Vestra appoints strategic adviser to financial mutuals team

Mark’s vision and forward thinking on the opportunities for the Friendly Societies sector are well known

Angela Knight joins private banking board

She is also chair of the Office of Tax Simplification—which is an independent body of HM Treasury.

Lloyds Private Banking hires portfolio specialists head from Close Brothers

Prior to this, he worked at at EFG Private Bank, Merrill Lynch and Barclays Wealth.

Credit Suisse Names New Channel Islands Management

He merged private banking systems in Guernsey, Gibraltar and the U.K. and was most recently the European operating chief for equities.

Ex-Aviva CEO joins Old Mutual Wealth as ‘customer champion’

He is also currently a non-executive director of LV= and chairman of Virgin Wines.

Sun Life Financial hires from AXA in HNW push

Sun Life Financial Announces It's Chief of HNW and Wealth Structuring for Asia

BNP Paribas Appoints New UK Head

She held senior different senior management positions in the Group’s Corporate and Mid-Market Banking Divisions in the UK, the US and Asia and in the Private Bank in London.

Investec Wealth & Investment appoints London head

“My sincere thanks go to David Bulteel for his tremendous contribution to the growth of the London team. I have every confidence that he will bring the same level of success to our international division.”

Societe Generale Securities Services strengthens its teams in India and Poland

Cyril Tourneur replaces David Jaegly as Head of SGSS in Poland.

EFG Wealth Management boosts team

EFG Wealth Management [Bermuda] Ltd. provides services to a range of investors, including High Net Worth Individuals and Institutions including licensed trust companies, insurance companies, charities and family offices.

Sun Life Financial poaches David Varley from AXA Hong Kong

Sun Life Financial Hired a New Chief of High Net Worth and Wealth Structuring

Aberdeen announces board changes

Simon will also chair the Nominations Committee, while Julie Chakraverty has been appointed Senior Independent Director.

Tilney expands Bristol financial planning team

She has previously worked for Chase De Vere and Close Asset Management.

Former Global Treasurer of The Goldman Sachs elected to BNY Mellon board

Robinson is also a trustee of Williams College and MASS MoCA.

Executive Moves