Managers of Wealth

Hong Kong team head exits Citi Private Bank

Amid rampant industry turnover in Hong Kong’s private banking industry

Citi Private Bank names Global Market Manager for New York

“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our

Ascot Lloyd hires ex-Towry wealth planning boss

He has over 30 years of experience in the financial services industry at a senior management level and as a financial planner.

INREV appoints Neil Harris as new Chairman

A Chartered Surveyor with over thirty years’ experience in European real estate, he joined GIC in May 2007, taking responsibility for a team managing a diverse portfolio of direct and indirect investments.

Close Brothers hires SJP man as Manchester head

With more than 13 years in the Regulated Sales and Private Banking sectors, Paul’s main area of expertise and interest has been pensions and business owners.

Barclays Names Permanent CEO for Barclaycard Business

Since joining the bank, Mr. Sajed has been as chief executive of the Barclaycard business in Britain and the United States.

Deutsche Bank Asset-Management Head Price Taking Medical Leave

Deutsche Bank appointed Price, 54, a former BlackRock Inc. executive, as head of its newly created asset-management business last year as part of a wider overhaul announced under Cryan.

Close Brothers appoints Business Development Director to IFA team

Previously, Head of Business Development at Hawksmoor Investment Management, Daniel has 20 years of experience in financial services, the majority of which has been in IFA-facing roles.

UBP hires new Philippines team head from BNP WM

Post-integration, Union Bancaire Privée has evidently hit the ground running in Asia with the hire of a new Philippines team head.

Northern Trust announces senior appointments

He has extensive asset management related experience across the front, middle and back offices including fund structures, portfolio management, trading, corporate actions, and fund accounting.

Aberdeen appoints Global Head of Distribution

He will also work closely with the senior management of all of Aberdeen's investment capabilities.

BofA Merrill Lynch Hires Morgan Stanley Advisors

The pair managed $287 million in assets and generated $2.6 million in revenue while at Morgan Stanley.

Wells Fargo Asset Management appoints new CEO

She most recently served as executive vice president at State Street Global Advisors, the investment management arm of State Street Corporation.

Raymond James Hires $2.3M Team from UBS

The team, operating as Hameline Wealth Management, includes support staff Brenda Kelley and Virginia Williamson, and is in South Burlington, Vt.

Stock Spirits CEO steps down under investor pressure

Western Gate is the private family office of Portuguese businessman Luis Amaral, who is also the CEO of Eurocash EUR.WA, Stock Spirits' biggest customer in Poland.

Charles Stanley investment chief steps down

Mr Scott previously worked in the army and spent seven years working for the Swire Group.

HSBC's Gulliver to Step Down in Two Years, Sunday Times Says

The lender has started compiling a list of internal candidates and will also consider external applicants, the London-based newspaper said, citing people it didn’t identify.

Former Coutts HK chief joins CFA Institute to drive Asian growth

China and India are key parts of this, he added, since CFA Institute set up its Beijing and Mumbai offices at the start of 2015.

Standard Chartered lines up chairman

Shareholders threaten protest vote at AGM

Investec Wealth & Investment boosts team

Investec Wealth & Investment has appointed Svenja Keller as Financial Planning Director at its Birmingham office.

Executive Moves