Managers of Wealth

Helmsley Trust's Alts Chief Quits for OCIO Giant

Josh Keshner, Northern Trust Asset Management’s managing director for nonprofits, called Saville a “seasoned multi-asset class investor” and “valuable addition” to the group.

A new hand on helm at Deutsche Bank

To end years of missed targets and underperformance, Deutsche Bank AG is turning to a British takeover specialist who helped reshape two of the world’s biggest banks.

Waverton appoints business development manager

Waverton Investment Management has appointed Charles Stanley’s William Tong as a business development manager for its managed funds service team,

Swiss Wealth Manager boosts HK team

The duo will take up the newly created roles to expand and further strengthen their wealth management activities in Hong Kong

Deutsche Bank Co-CEOs to Resign

German bank was hit with a record £1.7bn Libor penalty in April

Joseph Antonellis to Retire from State Street Corporation after Almost 25 Years

State Street Corporation announced today that Joseph Antonellis will retire later this summer after almost a quarter century at State Street

FCA appoints new Director of Enforcement and Market Oversight and Director of Risk

The Financial Conduct Authority today announced the appointments of two key executive roles, with Mark Steward becoming the new Director of Enforcement and Market Oversight and Barbara Frohn the new Director of Risk and Compliance Oversight

Raymond James lands $2.4 bln broker team from Morgan Stanley

Morgan Stanley spokeswoman Christine Jockle confirmed the brokers' departures.

New head of wealth management at Duncan Lawrie Private Bank

He joins Duncan Lawrie from Kleinwort Benson where he held board director roles for both the limited and trustee parts of the business.

Hawksmoor hires Brewin trio for Taunton launch

The Taunton office is expected to open in the autumn when the team’s gardening leave ends.

Coutts hires ex-St James's Place chief

Lord William Waldegrave, Chairman said: “We are very pleased to have secured two such high calibre appointments to work with us in driving the future vision and growth plan of the Coutts & Co business.”

Walker Crips appoints Senior Investment Portfolio Manager

She previously worked as Divisional Director at Brewin Dolphin for nearly 8 year

Deloitte UK promotes 75 new partners

‘Return-to-work’ scheme launched to attract more senior female leaders

Carne appoints Luxembourg CEO

He joins from Lemanik Asset Management in Luxembourg

Old Mutual Wealth appoints responsible business head

Prior to that she held senior responsible investing positions at HSBC Global Asset Management and Henderson Global Investors.

Deutsche Asset & Wealth Management adds Private Banking team in Miami

Deutsche Asset & Wealth Management today announced that Oti Roberts joined the Private Bank as a Managing Director and Senior Private Banker, along with Senior Investment Advisor, Freddy Menjivar, and Associate Banker, Scott Shuffield

Old Mutual Wealth appoints investment specialist for advisers

Old Mutual Wealth has recently completed its acquisition of Quilter Cheviot for £585m adding £16.7bn in funds under management and 500 employees.

Elian launches New York Office

The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.

Investec hires Schroders investment director for multi-asset team

In his new role he will be responsible for building Investec's multi-asset capabilities globally

Towry hires Barclays Wealth advisory vice president

Towry has hired Michael Martin from Barclays Wealth & Investment Management

Executive Moves