Managers of Wealth

Equilibrium Asset makes new appointments

Wilmslow-based Equilibrium Asset Management has appointed six new recruits

Northern Trust names first female COO

Northern Trust has announced strategic leadership changes that will take effect September 1.

Barclays exodus continues as global investment head departs

Formerly head of iShares International, had been at the bank since 2012 and had previously worked closely with ex-private bank head David Semaya on Barclays' asset management proposition.

Swiss Financial services giant appoints MD for Greater China

She joins from UBS AG, where she was a managing director and deputy regional market manager for the China market.

Enhance appoint Barry Hardisty as Director

He is a member of the Chartered Institute for Securities and Investment. In his previous role as a Senior Investment Manager at Canaccord Genuity Wealth Management

Ex-Barclays Wealth banking head joins Swiss private bank

He was in the driving seat of Barclays’ UK and European wealth management arm for just 10 months before he jumped ship. He had worked for the firm since 2010.

Discretionary manager hires three managers and opens York office

Tom Holliday and Jim Mersey-Thompson join from JM Finn, with Adam Horsley hired from Brown Shipley.

PSigma Income manager Mott to retire at year end

Bill Mott, lead manager of the PSigma Income Fund, has announced he will retire from Miton and the fund management sector at Christmas this year.

Avendus Wealth Management appoints head of products

The team currently provides investment advice to 140 High Net Worth families in India and in the USA.

Swiss private bank appoints UK client service manager

She was previously at AllianceBernstein

Allianz boosts emerging market debt team

Allianz Global Investors has bolstered its emerging markets debt team, more than doubling its number of senior investment executives to seven, as it continues its push into the sector.

Close Brothers appoints audit committee Chairman

He succeeds Geoffrey Howe

Reinet announces senior management changes

Reinet Investments Manager S.A. is the general partner of Reinet Investments S.C.A.; Reinet Fund Manager S.A. is the general partner and management company of Reinet Investments S.C.A.’s wholly-owned subsidiary, Reinet Fund S.C.A., F.I.S.

BNP Paribas boosts its asset management expertise with four hires

BNP Paribas Securities Services has announced four appointments to its existing sales and relationship management team for UK asset managers.

Invesco Perpetual restructures sales team for wealth push

The two will work alongside Chris Donnelly, head of life companies and James Rawson, head of platform distribution.

Former Credit Suisse banker becomes Coinfloor chairman

The platform is fully compliant with ISO27001 and has registered with HMRC for anti-money laundering.

Board member of Swiss regulator steps down owing to BES link

"Mr. Zufferey decided to leave FINMA's board after problems in the Espirito Santo group emerged," the regulator told Reuters in a statement.

Smith & Williamson appoints head of distribution

He spent a decade as head of distribution at Liontrust, joining from Mercury Asset Management where he worked for 12 years.

Norton leaves Quilter Cheviot after 33 years

At Quilter, Norton established the London stockbroking desk and went on to advise private clients, trusts and pension funds.

BNY Mellon hires senior wealth director

He was responsible for high net worth business development and relationship management.

Executive Moves