Managers of Wealth

Palaedino Fund appoints 5 managers to develop passive index strategy

"Since the fund was launched in January 2010, we have used a blended investment approach combining active and passive management."

Societe Generale Private Banking announces management changes

Societe Generale Private Banking (SGPB) has made the following appointments, effective from 1st January 2013:

Carmignac hires head of marketing from SocGen

She also has held the positions of global head of equity sales and chairwoman of SG Securities and head of Paris floor for global equity flow.

Raymond James Recruits $2 Million Team from Wells Fargo

The advisors have formed The Meakem Group, an independent firm

Rathbones boosts Exeter office with Coutts hire

He joins from Coutts where he was a senior private banker.

UBS Plans 10,000 Job Cuts, Raises Profitability Goal

“We think that most likely UBS will have to restructure again,” Spick wrote. The Zurich-based bank will probably be “back to a pure private client service business plus cash equities...”

A Credit Suisse Managing Director Leaves After A Dispute Over His Team's Bonus Pool

His co-head, will run the group, according to another person. Oplinger declined to comment when reached by phone.

Kleinwort Benson announces senior private wealth management appointments

Announces the immediate appointment of new Executive Director – Business Development, and Director – Business Development.

Barclays expands Liverpool private bank team with Icap hire

Liverpool is on an upward curve

Citi CEO announces management team

Citi Chief Executive Officer Michael Corbat today announced the roles and responsibilities of the members of his management team

Citigroup Fires Private Bank CIO

Chief Executive OfficerMichael Corbat, 52, said in December that Citigroup will cut about 11,000 jobs, while also shutting branches and pulling back from some emerging markets as revenue dries up at global banks.

UBS Global Asset Management appoints Head of European Consultant Relations

She joins from Towers Watson where she worked for 15 years

Sanlam hires new head of wealth management

Mr Porter has joined from Alexander Forbes Wealth

Barings appoints Head of Client Service

She joins Barings from Invesco Perpetual, where she worked for 11 years

Harry Wulfsohn leaves Stenham

Stenham retreats from institutional market

Scottsdale Wealth Management Firm Adds Another Veteran Wealth Advisor

He will continue to offer his uniquely subjective look at all of the different aspects of a given client’s situation, so that he might give them the best options available to achieve their financial goals.

FSA backs down to give billionaire route to the top at Metro Bank

The Financial Services Authority’s concerns were said to have related to a 2007 investigation by US regulators into Commerce Bank, a US lender founded by Mr Hill.

SAM Wealth poaches experienced advisers from rival

“The financial advisory industry is facing up to a new world in terms of working practices and this is something that the SAM team has met head on.”

Holland joins UBS alumni at Getco

Holland held a variety of senior roles in Asian and European equity markets during a 24-year career at the Swiss banking group.

UBS Appoints Global Head of Equity Capital Markets

He will continue to be based in Hong Kong in his new role.

Executive Moves