Managers of Wealth

Charles Stanley pair exit following funds review

The fund had struggled to raise capital, managing around £16 million at peak, according to Lipper data.

Private client stockbroker ejected from AIM

Under AIM rules the firm had 30 days to find a replacement for Beaumont or face eviction from the market.

Sanlam announces departure of UK CEO

During his 12 year tenure, Lukas van der Walt was instrumental in establishing Sanlam in the UK.

Ex Rothschild Wealth Planner Joins Global Law Firm

She specialises in tax, trust and fund work, particularly in the context of private wealth transfer and succession planning matters in Asia Pacific.

AIC makes double appointment to board

Peter Arthur, AIC chairman, said: "It is a pleasure to welcome Sarah and Patrick, both of whom bring experience and knowledge of investment companies, and the broader financial services industry, to the AIC board.

Sanlam UK Announces Senior Appointments

Steven Haines and Alfio Tagliabue join the Board of Sanlam UK as Group Chief Operating Officer and Group Chief Financial Officer respectively

RBC Wealth Lands Brokers From BofA Merrill Lynch

The team manages about $280 million in client assets and joins RBC Wealth's Palm Desert office.

Private bank names SEA nonexec chairman

He will work closely with the global financial advisory and wealth management and trust teams across Southeast Asia to continue the development of Rothschild’s businesses in the region.

BNY Mellon pulls in Bank of England lawyer

She is based in London, joins from Bank of England, where she was head of legal for the markets, banking and notes directorates.

Point72 Names Head of Investment Talent Development

He was previously BlackRock’s Head of Global Campus Recruiting

Billionaire Cohen returns to London with new office

Point72 President Douglas Haynes told journalists that the firm was back in hiring mode.

AP Executive hires consultant for London, UK and Middle East region

AP Executive’s London office gets a specialist consultant for London, UK and Middle-East

Oracle's asset management arm plans MENA expansion

Oracle Capital Group is perfectly positioned to capitalise on these changes and help its new and existing clientele to enjoy a greater level of service

Canaccord Genuity Wealth Management Adds Investment Director to Isle of Man Investment Team

Arthur brings a decade of wealth management experience and a strong track record of business strategy and development to his role.

Cohen's Point72 Seeking to Hire Up to 70 for London Office

Point72 Asset Management, the firm that oversees billionaire Steven A. Cohen’s wealth, is seeking more than 40 traders and analysts as it expands its London office.

WMA appoints JM Finn investment head to board

She began her career at Brewin Dolphin in 1984 and spent the majority of her career there, rising to a board role in 2003, before stepping down from the company in 2013.

Wolseley's new chief John Martin to stick with Swiss tax base

The chief financial officer will become chief executive in place of Ian Meakins, who plans to build his non-executive portfolio.

Charles Stanley hires ex-Tesco man as interim CIO

This incorporated positions working within fixed income and currency markets, utilising unconstrained, absolute return and multi asset investment strategies.

Steven Cohen's Point72 Names BlackRock's Desmidt as Asia Chief

Most recently head of strategic product management for BlackRock’s Asia-Pacific region, Desmidt had been at BlackRock in various roles since 2006

Wealth boutique names former Duncan Lawrie boss as CEO

He has over twenty years' experience in the industry including seventeen years at Duncan Lawrie Private Bank as Finance Director and latterly Group Managing Director.

Executive Moves