Managers of Wealth

Ashburton Investments announces senior appointments in international business

These promotions demonstrate depth and continuity within Ashburton’s international business as we look to position ourselves strongly for the years ahead.

New Swiss head for SG Private Banking

To achieve its goal, SGPBS will benefit from the strength of the relationships he has built with his clients and will be able to count on the exceptional quality and motivation of his teams.

WMA gets license, offers fixed and variable pricing

WMA has recently been licensed by the Monetary Authority of Singapore

Barclays CEO not sleeping at night

Cutting 6,000 positions in 100 days.

BNY Mellon Appoints new head of corporate trust business in EMEA

Kamback noted that Ahern has a strong background in collateralized loan obligations (CLOs) and loan administration.

BMO Global Asset Management appoints Director of Institutional Business for APAC

BMO Financial Group has had a presence in Australia since 2004, when BMO Capital Markets Limited opened a representative office in Melbourne offering investment and corporate banking services to global clients doing business in the Asia Pacific region.

Davy staff briefed on changes to board

Staff at Davy Stockbrokers have been briefed by management of director changes that will result in a majority of board positions being held by external non-executives.

Succession hires trio as FCA gives discretionary green light

The firm, led by group chief executive Simon Chamberlain which also announced three senior appointments, is aiming to double staff numbers by 2018.

InvestCloud boosts European team

InvestCloud has experienced a huge amount of success globally

Heritage Expands With Heads of Trust, Family Office Services

Heritage Trust Group has strengthened its Singapore-based team with the arrival of two senior practitioners to lead its trust business and family office services offering.

Raymond James General Counsel to retire

After more than 26 years with the firm, Raymond James General Counsel and Corporate Secretary Paul Matecki announced his intention to retire on Sept. 30, 2016.

Ex-Quilter COO appointed head of Natixis

Duncan was chief operating officer at Quilter Cheviot from November 2013 to May 2015.

Former HSBC exec joins Julius Baer board

She currently holds senior advisory and directorship positions at Jadwa Investments, Fajr Capital, and the Axiata Group.

Industry super fund head to join family office

During this time the fund also achieved strong investment performance and reduced member fees by 15 basis points.

JHC Appoints Head Of Sales

He brings almost 20 years of financial industry experience to the role, having most recently held the position of Head of Sales for EMEA & APAC at Eagle Investment Systems.

Hargreave Hale beefs up Worcester arm with EFG Harris Allday hire

In the last year Hargreave Hale has made series of hires for the Worcester arm, which manages around £200 million.

UBS Wealth Management expands team

New client adviser joins city centre team of financial services firm

Trading Places

Cornerstone has also appointed Louise Melville as personal assistant to the management team.

Two senior figures at Credit Suisse Private Banking have stepped down from their roles.

Credit Suisse family office and UK domestic PB heads step down

Nordea appoints head of private banking

He is currently chief executive for Nordea's Luxembourg unit.

Executive Moves