Managers of Wealth

Saxo Bank hires ex Nomura exec Jeff Zorek as COO of Global Sales

Saxo has continued to attract top talent and build its management team with a number of appointments from major financial institutions over the past 18 months.

CISI appoints Campbell Edgar to head of financial planning

He will sit alongside financial planning committee

Singapore's Temasek revamps investment teams, Americas head goes

There has been talk for years about how long Ho would stay at the helm. Temasek said the board looks at succession on an annual basis.

Hargreave Hale hires Charles Stanley veteran

His arrival follows the recent appointments of Marcus Low and Karen Smith .

Seneca Investment Managers

Seneca Investment Managers, the multi-asset value investment house based in Liverpool, has appointed David Binnion as Finance and Operations Manager, a newly created position, to support the growth of the firm.

Senior expatriate banker at Pictet exits

His exit was confirmed by a Pictet spokesperson when contacted by Asian Private Banker.

Board changes at Aberdeen

The Company would like to place on record the Board's appreciation and thanks for Jim's valued contribution and commitment to Aberdeen over the past six years.

European Wealth boss to step down

This comes seven months after European Wealth purchased the financial planning business of legal firm Bells Solicitors Limited for £675,000 as it continues to grow through acquisitons.

NAB appoints chairman of JBWere

“His expertise and counsel, including his deep knowledge of this business and the wealth sector, will serve the Board well.”

Weatherbys hires family office investment head

Butters will report to deputy head of private banking and former Wealth Manager cover star Quentin Marshall.

Aviva relaunches HNW division

The insurer added that its suite of products would be upgraded and expanded to include flexible and tailored cover as well as a bespoke claims service with a claims adviser for each client.

J.P. Morgan makes key new hire

Key new hire bolsters industry leading sales force

Hong Kong team head exits Citi Private Bank

Amid rampant industry turnover in Hong Kong’s private banking industry

Citi Private Bank names Global Market Manager for New York

“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our

Ascot Lloyd hires ex-Towry wealth planning boss

He has over 30 years of experience in the financial services industry at a senior management level and as a financial planner.

INREV appoints Neil Harris as new Chairman

A Chartered Surveyor with over thirty years’ experience in European real estate, he joined GIC in May 2007, taking responsibility for a team managing a diverse portfolio of direct and indirect investments.

Close Brothers hires SJP man as Manchester head

With more than 13 years in the Regulated Sales and Private Banking sectors, Paul’s main area of expertise and interest has been pensions and business owners.

Barclays Names Permanent CEO for Barclaycard Business

Since joining the bank, Mr. Sajed has been as chief executive of the Barclaycard business in Britain and the United States.

Deutsche Bank Asset-Management Head Price Taking Medical Leave

Deutsche Bank appointed Price, 54, a former BlackRock Inc. executive, as head of its newly created asset-management business last year as part of a wider overhaul announced under Cryan.

Close Brothers appoints Business Development Director to IFA team

Previously, Head of Business Development at Hawksmoor Investment Management, Daniel has 20 years of experience in financial services, the majority of which has been in IFA-facing roles.

Executive Moves