Managers of Wealth

Old Mutual International sales director leaves

We wish him the best for the future and thank him for his contribution to the business.

HSBC Banking Vice Chairman Leaves Firm After Decade

Global Banking & Markets Chief Executive Officer Samir Assaf has restructured the securities unit to improve returns amid a drive to reduce annual costs across the bank by $5 billion and eliminate 25,000 jobs.

Heartwood poaches from Novia for intermediary director

Rose says he choose to join Heartwood due to the “strength of its investment proposition

Canaccord Genuity (International) appoints Non-Executive Director

He brings to the role more than 25 years of board-level experience in wealth management, working with private banking, fiduciary services and investment management businesses.

Walker Crips appoints Charles Stanley duo

Holly Ward and Edward Lester as investment managers

Senior Defection From UBS Singapore

Magdalene Low is joining the Zurich based bank covering Singaporean and Southeast Asian clients, a Julius Baer spokesperson confirmed the move.

JPMorgan just made two big promotions in a key trading business

He was most recently head of the equities business in Asia Pacific.

UBS Asset Management appoints Head of UBS ETFs Spain

UBS ETFs has a long-term track record of providing index-based investment solutions to clients. In 2001, UBS launched its first ETF.

Manulife snags Royal Bank executive as new chief operating officer

She will play a critical role in defining corporate strategy, policies, standards, and processes, and will also drive and oversee Manulife's innovation portfolio.

Berenberg Expands Asset Management in Geneva

Both will cooperate closely with the Overlay & Liquid Alternatives team in Hamburg and the US affiliate Berenberg Asset Management LLC in Chicago.

Citi Private Bank Strengthens Latin American Team

She will also lead the Multi-Family Office business and will focus on increasing penetration of capital market solutions for the firm’s clients.

Credit Suisse Sacks Head of Securities Unit

These changes are effective immediately.

James Hambro & Partners signs up Quilter Cheviot man

I see similar growth prospects here, which makes this a really exciting opportunity.

RBC Wealth Management adds industry veteran

He will report to Mr Johnson.

Yellow Brick Road appoints wealth head

The appointment comes as a critical time for loss-making Yellow Brick Road.

ZEDRA announces appointment of new Geneva head

His focus will be on the day-to-day running of the office, as well as on our strategy and objectives, but also primarily new business development.

Alpadis Group expands management team in Hong Kong

In his new role, he will lead the business in Hong Kong to build on the existing platform and client base.

Vontobel Reshuffles Bond-Team

The newly created team will be responsible for the management of the Vontobel Fund - Bond Global Aggregate and Vontobel Fund - Absolute Return Bond.

Rushabh Desai appointed Head of Asia-Pacific at Allianz Real Estate

On September 1 2016, Rushabh Desai (37) joined Allianz Real Estate as Head of Asia-Pacific. Based in Singapore he will report to François Trausch, Global CEO of Allianz Real Estate. He will become a member of the Allianz Real Estate Executive Commi

Close Brothers Group appoints Sir Anthony McCoy as brand ambassador

He has a reputation and appeal that transcends the world of horseracing and sport which makes him a draw wherever he goes. Close Brothers’ clients will have the unique opportunity to spend time with AP McCoy at numerous events throughout the year.

Executive Moves