Managers of Wealth

FIA Elects New Chairman and Two New Board Members

FIA today announced that the members of FIA's board of directors elected Gerald F. Corcoran, chairman and chief executive officer of R.J. O'Brien & Associates LLC, as chairman of FIA

HSBC Private Bank snaps up four from rivals

HSBC has made a quadruple swoop on other private banks, including two senior hires from Credit Suisse

Swiss private bank appoints EAM team head for South East Asia

He joins from Societe Generale Private Banking

UBS AM appoints head of global liquidity management for EMEA

He will report to Joe Abed, the head of global liquidity management, the company said.

Close Brothers wealth management heads step down

Close Brothers head of wealth in Scotland Andy Cumming will take over as national head of wealth management.

Equilibrium Asset makes new appointments

Wilmslow-based Equilibrium Asset Management has appointed six new recruits

Northern Trust names first female COO

Northern Trust has announced strategic leadership changes that will take effect September 1.

Barclays exodus continues as global investment head departs

Formerly head of iShares International, had been at the bank since 2012 and had previously worked closely with ex-private bank head David Semaya on Barclays' asset management proposition.

Swiss Financial services giant appoints MD for Greater China

She joins from UBS AG, where she was a managing director and deputy regional market manager for the China market.

Enhance appoint Barry Hardisty as Director

He is a member of the Chartered Institute for Securities and Investment. In his previous role as a Senior Investment Manager at Canaccord Genuity Wealth Management

Ex-Barclays Wealth banking head joins Swiss private bank

He was in the driving seat of Barclays’ UK and European wealth management arm for just 10 months before he jumped ship. He had worked for the firm since 2010.

Discretionary manager hires three managers and opens York office

Tom Holliday and Jim Mersey-Thompson join from JM Finn, with Adam Horsley hired from Brown Shipley.

PSigma Income manager Mott to retire at year end

Bill Mott, lead manager of the PSigma Income Fund, has announced he will retire from Miton and the fund management sector at Christmas this year.

Avendus Wealth Management appoints head of products

The team currently provides investment advice to 140 High Net Worth families in India and in the USA.

Swiss private bank appoints UK client service manager

She was previously at AllianceBernstein

Allianz boosts emerging market debt team

Allianz Global Investors has bolstered its emerging markets debt team, more than doubling its number of senior investment executives to seven, as it continues its push into the sector.

Close Brothers appoints audit committee Chairman

He succeeds Geoffrey Howe

Reinet announces senior management changes

Reinet Investments Manager S.A. is the general partner of Reinet Investments S.C.A.; Reinet Fund Manager S.A. is the general partner and management company of Reinet Investments S.C.A.’s wholly-owned subsidiary, Reinet Fund S.C.A., F.I.S.

BNP Paribas boosts its asset management expertise with four hires

BNP Paribas Securities Services has announced four appointments to its existing sales and relationship management team for UK asset managers.

Invesco Perpetual restructures sales team for wealth push

The two will work alongside Chris Donnelly, head of life companies and James Rawson, head of platform distribution.

Executive Moves