Managers of Wealth

Smith & Williamson hires ex-GAM UK private client co-head

I am delighted to have joined a partnership

SunTrust grabs two former Deutsche Bank advisers for HNW business

He was formerly at Salvus Capital Management, an Atlanta-based private equity firm, for almost a decade.

BNP Paribas appoints Wealth CEOs

“With these appointments, BNP Paribas Wealth Management is demonstrating its firm commitment to the continued development of our wealth management business across the world"

Citi hires private equity MD from UBS

Wall Street bank adds to European team working with sponsors, sovereign wealth clients and hedge funds

BMO Wealth Management Appoints CTC | myCFO Leader

Nick Paldrmic appointed as President of BMO Wealth Management's ultra-high-net-worth business, CTC l myCFO

Home & Legacy enhances claims and technical departments with new appointments

The expansion of Home & Legacy’s technical underwriting and claims teams shows our commitment to providing our brokers with even greater access to decision makers in our business.

Ben Yearsley departs Wealth Club

The end of the tax year seemed an ideal time to move on.

Tavistock hires Lighthouse director in development role

Evans will work alongside chief executive and former Wealth Manager coverstar Brian Raven who said he was ‘delighted’ at the appointment.

Brewin Dolphin's Nicol and five others made honorary CISI fellows

FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.

Tavistock Investments appoints business development director

As the title suggests, Mark Evans will be responsible for all business development activity across the group

Senior Hire at Indosuez Wealrg unit

He is the fourth senior banker recruited by Indosuez Wealth Management in Asia since the start of 2017.

BNP Paribas Changes Asia Pacific Wealth Management Leadership

The appointments are effective April 5, 2017 the bank said in a press release.

Credit Suisse’s head of data science and head of macro investing quit to set up their own AI firm

The exits leave Credit Suisse with two big holes to fill

Openwork reveals adviser numbers

We believe this growth is a clear endorsement of our proposition and unique structure.

Deutsche Bank wealth management exec to leave bank

Ms. Grob will stay at Deutsche Bank until a successor is named to oversee the U.K. business.

Julius Baer poaches Coutts director

Winterburn is the latest in a string of recruitments by Julius Baer in an effort to expand its UK presence.

Investec W&I names new Birmingham head

In his new role, he will focus on growing the Birmingham branch’s private client base and range of professional connections.

Peter Moyo appointed new CEO at Old Mutual’s emerging-markets unit

The Vodacom chairman returns to his former employer on June 1 as CEO of Old Mutual Emerging Markets

UBS Taps Exec to Head New Sustainable Investing Push

As demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field

Triad loses team to Raymond James

An advisory group overseeing about $150 million in client assets switches to the independent broker-dealer at the regional firm

Executive Moves