Managers of Wealth

Rothschild recruits sovereign advisory head

Rothschild has created a new role to oversee its sovereign advisory work, hiring a former head of sovereign ratings at credit rating agency Moody’s Investors Service to fill the post.

UBS to Swap Hong Kong, Beijing Bankers to Integrate China Teams

The moves will help the Swiss bank strengthen collaboration between the offshore and onshore teams

Ex-Brewin director joins Chester wealth firm

The appointment is part of a wider strategy to incorporate financial planning into the firm’s current offering.

Credit Suisse appoins new Leader for wealthy APAC entrepreneurs

To be replaced in old role by Mervyn Chow and Edwin Low

Deutsche money management unit adds co-head of alternatives coverage

The firm created an alternatives investment specialist team, which is responsible for retail and institutional coverage of liquid and illiquid alternatives.

Lombard International Announces Senior Appointment To Expand Family Office Market

Her appointment continues the momentum of the company's U.S. growth and expands its institutional capabilities.

Former State Street strategy head joins NAB AM

Reilly has been appointed to the newly created position of chief operating officer, and will provide direction on strategic and operational initiatives.

Lombard International Assurance Announces Senior Hire for Expansion of Swiss Operations

He draws on his extensive experience gained over 26 years in insurance and in the wealth management industry in Switzerland working for a number of leading firms in senior, client-facing roles.

Sussex partners grows hedge funds advisory team

Since 2010, Montalbano’s focus has been advising clients on single manager hedge funds

International accountancy network names new chairman

“We will measure the success of our network not in terms of sheer growth alone but by whether our clients value the innovative, demanding and rewarding work our people are able to deliver.

Towry hires Brewin Dolphin investment director

At Brewin he served as an investment director for nine years.

GAM revamps institutional leadership after veteran departs

He joins from Jupiter Asset Management

Bahamas Financial Services Board appoints new CEO

We are delighted and fortunate to have someone of Tanya’s calibre and reputation join BFSB at this crucial time in our industry.

Intrinsic chief exec to step down in 2017

Annual results filed with Companies House showed that Intrinsic Financial Planning posted a £1.27m loss for 2014

Investec Debt Origination Head Ian Dixon Said to Leave Bank

Dixon ran the bank’s entire debt business on a temporary basis until Florian von Hartig was hired in January.

Raymond James Adds Billion-Dollar Group in Guam

The Asia Pacific Group was formerly with Morgan Stanley, where it had about $3 million in yearly production

TD Bank shakes up senior management ranks, appoints new chief financial officer

TD president and CEO Bharat Masrani says the changes, which take effect on Jan. 2, were spurred by the retirement of Fred Tomczyk

Credit Suisse bolsters UK private banking team

The two hires follow the recent appointments of Karsten Le Blanc as head of the bank’s London-based ultra-high net worth team and Harald Réczek.

Aviva Investors hires former Bank of England economist

“A deeply embedded discipline in fundamental research and strategy has proved pivotal so far in driving the strong performance of our AIMS funds and more widely across our fund range.”

Swiss private bank appoints head of risk management.

Formerly deputy director of risk management at Deloitte Suisse,

Executive Moves