Managers of Wealth

Wealth manager makes Grant Thornton hire

She worked for 27 years at HSBC as a financial adviser.

OM Asset Management CEO departs

I am very proud of what we’ve achieved over the last six years…. I am happy to hand over the business in good shape and want to thank my team for their dedication and support in our drive to create a great company.

Head of Old Mutual's U.S. fund arm steps down

Old Mutual has been reducing its holding in the U.S. fund unit down to a minority stake as part of plans to split into four parts by the end of next year.

Old Mutual director quits to run for president in Zimbabwe

He joined Old Mutual in September 2013 and served on its group audit and remuneration committees.

Scorpio Founders Exit Firm

Part of Scorpio's success is that it did not grow out of the traditional finance or consulting industry:

Julius Baer: Going Strong in Germany

Welge recently hired Ralf Mielke from J. Safra Sarasin and Jens Wissel from Hauck & Aufhaeuser.

Schroders plans next steps as inflows surge

This resulted in its strong showing in both the gross and net retail sales tables.

Schroders Star Fund Managers Quit – to Launch Own Business

There were high profile fund manager departures at Neptune, Schroders, BlackRock and Axa in June.

RBS International appoints new Chairman

He has also served as an NED at Turks & Caicos Banking Co.

UBS chief economist Scott Haslem calls time

The memo also said UBS would look to hire an economist to work with Tharenou and Haslem remains at UBS until the end of August to ensure a "smooth transition."

Deutsche starts 'hire a hundred' push with new UK wealth chief

Morley was CEO of Coutts between 2009 and 2016 and also spent seven years chairman of Royal Bank of Scotland International.

Canaccord Genuity Wealth Management appoints Head of Financial Planning

The new role reflects the increasing importance of wealth planning to Canaccord Genuity Wealth Management and how much of a pivotal role it has to play in the growth of the business.

Canaccord Genuity Wealth Management Bolsters Business Development Team With New Key Hire

We are delighted to be welcoming Mark on board

Law firm expands private wealth practice

She represents high-net-worth individuals and their families who have complex estate planning needs.

Women who could succeed JPMorgan CEO

New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm

June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps

UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.

William Blair nets advisers with $1B in combined AUM

In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.

Former Standard Life boss Sir Sandy Crombie takes tech role

Chief executive and founder Callum Murray said: “We’re honoured to welcome Sir Sandy to our board."

Westpac GM becomes PNG wealth group CEO

Before joining Kina, Pawson held multiple roles at Westpac including general manager commercial banking and regional head South Asia and Pacific.

Ex-BNY Mellon AM boss joins Old Mutual Wealth board

Jon Little also became an independent non-executive director of the Old Mutual Wealth Board in May 2017.

Executive Moves