Managers of Wealth

Investec W&I hires BlackRock's man to head charity arm

IW&I charity division has been running for 80 years and currently manages £3.3 billion on behalf of nearly 1,200 charity clients, a 17% increase on the previous 12 months.

UBS Asset Management taps global head of fixed income

She has worked at UBS since 1987.

UBS AM appoints new head of fixed income

The newly appointed fixed income head has 30 years of experience in the asset management industry and has been appointed head of fixed income Switzerland and has been managing that space for 16 years.

Goldman Sachs Announces New Managing Directors

Our new Managing Directors have demonstrated an outstanding commitment to our people, clients and culture

HSBC Appoints Head of Wealth Management in the UAE

In his new role, Hadi will be responsible for implementing HSBC’s retail banking and wealth management strategy for the UAE.

WHIreland International Wealth appoints Senior Investment Manager

Chris’s new role at WHIreland International Wealth will see him manage discretionary portfolios for a wide range of clients including institutions and private individuals.

Edmond de Rothschild appoints Global Head of Business Development

This appointment represents a major step forward in our efforts to extend our presence among institutional investors.

State Street chief to retire at the end of 2018

Second-largest custody bank to promote head of asset management division to role

Ex-Clariden Leu Banker Resurfaces

Stapeley left Falcon, which has since been ensnared in the 1MDB scandal

Ex-Towry five select chair for their new boutique

Prior to Saga, Howard worked as CFO for Acromas and had stints at Cordiant Communications and WPP Group.

Newton restructures investment team

Chris Smith, who is already part of the team, and Emma Mogford, manager of the Newton Continental European fund, will assist Nichols.

Mid-cap broker and wealth manager appoints City veteran after tough times

Well-known markets analyst joins

Syz appoints new head of advisory as former chief resigns

The former deputy head of advisory, takes over Germann's role.

Three Wealth Managers Join First Republic from J.P. Morgan

The advisors were each named Managing Director and Wealth Manager and will work at First Republic Investment Management in Boston.

Raiffeisen Shuffles Management

Raiffeisen said it will reinforce its top management from January 1 by setting up a risk and compliance department.

Ex-Brown Shipley CIO scraps boutique for key AJ Bell role

The duo will work together to expand the range of investments AJ Bell currently offers.

Sarasin appoints Chief Operating Officer of Client Affairs

His appointment underscores the importance we place on high quality service for all our clients.

Fifth Third lures CIBC exec to run private bank

She oversaw private banking, investment management, trust and brokerage across the personal advisory and corporate client segments.

Butterfield Mortgages promotes Alpa Bhakta to CEO

Bhakta was made managing director of BML in January 2017 after it stopped being a private bank.

Stout Strengthens Global Reach With New European Offices

Previously they worked within the Corporate Advisory Group of UBS AG.

Executive Moves