Managers of Wealth

Dynamic duo for Brown Shipley

Wealth manager Brown Shipley has scored a double

UBS COO makes several management changes, CIO to leave -memo

The memo, the contents of which were confirmed by UBS, also said Chris Gelvin would take on the newly created role of chief operating officer for group COO and Harry Egger would lead Group Corporate Services.

Credit Suisse’s Asset Management Head to Leave

Bob Jain to become co-chief investment officer at Millennium Management

Credit Suisse Hires Lazard's Cohen for Retail Banking Deals

Cohen joined Lazard in 2009 from UBS Group AG and was most recently global head of retail.

Tilney Bestinvest boosts team with Julius Baer hire

Tilney Bestinvest is one of the UK’s leading investment managers serving private clients, intermediaries and charities. Following completion of the firm’s recently announced acquisition of Ingenious Asset Management, the combined group will ma

Wealth manager bolsters investment team with three new hires

The three new Investment Managers have over 100 years’ experience in managing portfolios for private individuals, family trusts, charities and the clients of financial advisors, solicitors and accountants.

Al Rayan Bank expands HNW offering

He joins from Credit Suisse where he specialised in private banking and wealth management, initially based at the multinational bank’s headquarters in Zurich and latterly in London.

Indian-American named President, CEO of Bank of the West

It is a unit of French banking giant BNP Paribas. Nandita Bakhshi also serves on the board of the Consumer Bankers Association

Board changes for Old Mutual's Nedbank

Nedbank said Kruger would relinquish his role in Qatar on 31 July 2016.

James B. Marchetti And Caleb Porter Join First Republic

Merrill Lynch Senior Financial Advisors Become Part Of Growing Team In San Francisco

UBS hires BofA manager to head Cincinnati complex

UBS Wealth, the biggest wealth manager in the world with $1.9 trillion in assets

RBC WM hires SEA head from EFG

Based in Singapore, Tho Gea Hong will be responsible for providing “strategic direction and managerial counsel” for the SEA business, RBC WM said.

New regulation redefining HNW investors to hit private banks, HNW intermediaries

This deals with how licensed and registered persons deal with professional investors

Fisher stepping aside as Fisher Investments CEO

Taking Fisher’s place leading the 2,000-employee company will be 41-year-old Damian Ornani, who has been with the company for 20 years.

Vontobel bolsters Asian wealth team

At CTBC Bank, she was responsible for HNW clients in China and Taiwan

Sanctum Wealth Management appoints Chief Investment Officer

Sanctum Wealth Management announced the appointment of Sunil Sharma as Chief Investment Officer. Mr. Sharma will oversee the investment management function, a 12 member investment team at the company.

Elian boosts Luxembourg real estate team

At Elian he has worked across a number of service lines, with particular experience in real estate and corporate services in Jersey and fund services in the BVI.

SS&C Names Former JP Morgan Exec Miller as SVP

She will report to Rahul Kanwar, who is head of SS&C Alternative Assets.

Redington appoints strategy chief to CEO post

Gardner and Konotey-Ahulu remain the majority shareholders of Redington.

Credit Suisse hires technology cost cutter as banks prioritize senior IT hires

It’s retreating from macro products and has shifted prime services trading jobs to Dublin

Executive Moves