Managers of Wealth

CS Operating Boss Loses Key Allies

The Swiss bank has worked with Wipro more than a decade, part of its efforts to cut spending in high-cost Switzerland by offshoring and outsourcing large chunks of its infrastructure and technology.

HighTower Adds Three Professionals From High-Profile Firms

We believe in challenging the status quo.

Andersen Global Announces Global Board of Directors

Through its member firms and collaborating firms, Andersen Global now has a presence in more than 20 countries, and the Global Board was implemented as part of the overall governance structure that will support the global organization as it continues to e

Brewin Dolphin man joins wealth boutique

We are delighted to welcome Stewart to our team here in Bridgnorth

Ex-Deutsche Banker Joins Standard Chartered in Global Role

His appointment is effective 10 July 2017

HSBC Private Banking UK revamps international team

The HSBC Private Banking London operation that looks after clients in the Middle East and North Africa has three new relationship managers

Former IMF Economist Formally Appointed as Jersey Finance Chairman

He is a hugely respected figure who has vast experience as executive and non-executive director in several hedge funds and an enormous amount of experience in the global financial services arena more widely.

Quilter Cheviot’s Jersey office enhances investment management team

Quilter Cheviot’s Jersey team operates from its office on The Parade in St Helier.

New head appointed for OECD tax treaty unit

In this capacity she has played a key role in the international tax policy work of the Canadian government.

Weatherbys names new head of private banking

He joined Weatherbys Private Bank as its Deputy Head in June 2015 from Coutts where he had been Head of Advisory within the investments team and deputy chairman of the Investment Strategy Committee.

Private bank Brown Brothers Harriman creates fintech position

Appointment positions BBH to expand technology services; increase investment in digital and data transformation

Smith & Williamson replaces chief investment strategist

Daniel brings a wealth of experience

Private Tax Team Joins Smith & Williamson In Southampton

I am thrilled that Patrick and his team have joined Smith & Williamson

Ex-Julius Baer Banker Takes Over at Indosuez

He has a federal diploma in banking, is an expert in wealth management and also holds a diploma of advanced studies in banking issued by the Swiss Finance Institute.

Flynt Hires Family Office Executive

He will provide his banking and know-how in managing complex portfolios to Flynt and work in the development of the business.

UBS Names Global Unit Head

Leading global distribution for each of the Alternatives asset classes.

Smith & Williamson adds five investment partners

‘I would like to congratulate our new partners,’ said David Cobb, co-chief executive and managing partner of investment management

Swiss Property Firm Hires BCV Banker

At SFP, Di Maggio will become a member of the management board, pending the approval of the regulator

JHC Systems strengthens sales team

The recent successes with our flagship solution, Figaro, taken up as a managed service by Alliance Trust & Savings and by James Brearley & Sons, proves that wealth management firms are keener than ever to de-risk their investments in technology.

Close Brothers strengthens Scottish presence

Bruce joins CBAM’s Glasgow office after six years in PwC’s regulated advice team

Executive Moves