Managers of Wealth

Merrill Lynch CIO leaves during reorganization

Bank of America Merrill Lynch Wealth Management's Chief Investment Officer Ashvin Chhabra is stepping down to run a family office

Julius Baer appoints new head for Switzerland

He has a successful track record in the Swiss financial industry stretching back over 20 years, with his most recent position being at Credit Suisse

Rathbones promotes five to executive committee

Rathbones has promoted five senior directors and departmental heads to its executive committee.

Northern Trust beefs up Apac

Prior to this he was head of asset servicing sales for Asia-Pacific based in Singapore.

HighTower Raises West Coast Presence

She joins an exclusive group of advisors that includes some of the most accomplished women in the financial services profession.

Nikko AM appoints new head of private wealth

Nikko Asset Management Australia has appointed Naomi Finnigan as head of private wealth as the firm builds its reputation as a customised investment solutions provider for private wealth.

Morgan Stanley Lands $1 Billion Broker Team From Barclays

Morgan Stanley, the world's largest retail brokerage by its number of advisers, said on Tuesday it hired two brokers who managed $1 billion in client assets at Barclays Plc's U.S. wealth and investment management unit.

Barclays’ court of protection duo joins Rathbones

Rathbones has hired Mark Holloway and Paul Phazey from Barclays Wealth & Investment Management for their court of protection team.

Saffery Champness appoints new trust manager

Bringing with him more than 25 years’ experience in the trust and company management sector

HSBC names new Asia wealth chief

The bank has appointed Guilherme Lima as its head of wealth business for Asia Pacific. HSBC has also named its new global head of wealth solutions.

BSI boosts board

His knowledge of the capabilities of digital technology combined with his senior board experience will be of immense value to BSI.

APF moves into wealth, appoints head

He steps into the new role after working as a financial planner for ANZ, and has also held roles at FBI Group and 360 Degree Wealth Services.

Brooks hires again from Investec in Midlands boost

He has over seven years of investment experience

Jersey Business appoints new Chairperson

Jersey Business are delighted to announce the appointment of our new Chairperson

St James's Place replaces company secretary

The Board would like to thank Hugh for his many years of service and wish him well in his new ventures.

UK's Metro Bank appoints Jo Hollins as senior relationship manager

Hollins joins from Metro Bank's private banking unit

Rowan Dartington hires HSBC's Creswell for Exeter

The hires comes amid a very active period for the Bristol-based wealth firm, which has seen it open offices in Reading, Nottingham and Taunton after increasing its headcount by 40% in 2014.

Credit Suisse appoints new head of greater China equity

head of its greater China equity research for private banking and wealth management.

Lord Grabiner joins Goldman

He has worked in litigation for more than 40 years, is currently the Master of Clare College, Cambridge University

Charles Stanley adds ex-Rothschild FD to its ranks

His experience includes audit responsibility for a number of global financial institutions, assignments on behalf of the Bank of England and of the EU, and extensive dealings with regulatory authorities in Europe, Asia, Australia and the USA as well as th

Executive Moves