Managers of Wealth

Swiss bank BSI's Asia CEO to retire

The responsibility for BSI Bank Ltd Singapore will be handed over to Mr Raj Sriram, who has joined BSI in 2009 and is currently head of private banking Asia.

Credit Suisse Names CEO For France, Belgium

“The appointment of Bruno Angles once again demonstrates our ambition to grow Credit Suisse’s franchise in France. He will undoubtedly be a worthy successor of Pierre Fleuriot and François Roussely,” said Jim Amine, CEO of investm

Jersey Finance appoints London Business Development Director

Since moving to London in 2008, William has worked as a wealth management director for a leading financial service and trust provider, developing relationships with UHNW families and their advisors. He has also gained considerable experience in corporate

Duncan Lawrie Private Banking Commits to the Isle of Man with New Management Team

Prior to joining Duncan Lawrie, she was director at Thomas Miller Investment (IOM) Limited for eight years and had previously worked for the FSC (now FSA).

Commerzbank appoints new CEO

The 53-year-old has an illustrious career across several German financial institutions to look back on, having started at the teller of a local branch in 1983.

Rowan Dartington appoints Betteridge to CIO role

"John has played a very important role in Rowan Dartington's recent achievements and it is great to have the opportunity to deepen his involvement in the company's growth. "We expect our assets under management to grow significantly i

Brown Shipley poaches senior managers from Towry and RBS

Mackie will support head of wealth management Roger Clark in overseeing development of the group’s wealth planning capability and will be based in its Edinburgh branch.

Deutsche Bank appoints CIO of wealth, commercial unit

The bank has also recently appointed Peter Wharton-Hood as head of operations for global markets and other operations roles

Rothschild boosts UK Wealth Management business

She joins Rothschild from HSBC Private Bank

British Chambers of Commerce chief suspended in Brexit row

The head of the British Chambers of Commerce, John Longworth, has been suspended from the body after he implied his support for the UK’s exit from the EU.

ETF firm Source names ex-OMGI boss Ide as CEO

Thompson took over from founder and CEO Ted Hood, who left the company in March 2015.

Old Mutual boosts advice arm with senior Sanlam hire

He will be responsible for building investment propositions for different client segments.

ANZ Wealth alternatives head departs

He was also head of futures sales at J.P. Morgan and a futures trader and broker at Mercantile House Group, Sydney Futures Exchange and the Chicago Board of Trade.

UBS appoints a 'super-compliance' executive for London

UBS Group AG grabs executive from Bank of America to fortify its operations

Telegraph Business Schroders CEO Michael Dobson steps down after 14 years, but stays on as chairman

Schroders plc today announces changes to its Board.

UBS Creates Asia Debt Financing Group After Combining Units

The new unit will integrate all of UBS’s Asian debt-capital markets businesses, including its cash and derivatives operations, special solutions group and structured-financing business, with the firm’s leveraged-finance origination team, the m

Scandinavian wealth manager boosts executive management team

His areas of responsibility will be the Wealth Management business segment as well as expansion of operations into international markets.

Former wealth management executive joins Digital Asset Board

Blockchain, the underlying technology behind bitcoin, is a digital tool for recording and verifying transactions.

Canaccord Genuity’s Galloway exits

Galloway was also responsible for institutional client portfolios and sat on the firm’s US stock selection committee.

Joyce Phillips leaves in ANZ restructure

Broadly speaking, the restructure will involve "aligning the distribution of wealth products and services with [ANZ's] retail and commercial businesses

Executive Moves