Managers of Wealth

Former head of Lloyds Private Client business joins McLagan

He has over 20 years of consulting and industry experience in financial services, largely focused on the private banking and wealth management sector.

HSBC appoints new wealth management head

HSBC has appointed a new group head of wealth management

Man Group snares ex-UBS veteran

He held a number of senior roles at UBS AG over a career spanning more than 25 years with the banking group including serving as Group Chief Financial Officer between 2008 and 2011.

EFG International selects new Chairman of UK business

EFG International has selected John Reed to be Chairman of its UK business.

High-end private client advisory business appoints new CEO

New CEO for private client advisory service launched in 2014 by Mishcon de Reya and Opus Private

HSBC's Islas joins Bordier to lead international desk

This is the second major hire to be announced by the firm over the course of the last week, and follows David Muncaster’s appointment as Director of Commercial Activities.

Swiss private banking group's wife to be CEO

Keep it in the family

Rothschild AM further strengthens alternative investment business

Rothschild Asset Management Inc., the US asset management business of the Rothschild Group, today announced that it is further strengthening its alternative investment business with the appointment of Shakil Riaz as Head of US Alternative Portfolio Manage

John Donohue joins RBC Global as managing director

He has earlier led the cash management operations of Eaton Vance, Dwight Asset Management and Lehman Brothers Asset Management-Neuberger Berman

Morgan Stanley PWM to add alternatives funds

The US private bank aims to broaden the range of alternative funds on its platform, but is cautious about increasingly popular ‘liquid alternatives' and unconstrained strategies.

Defaqto has recruited former IFA Centre managing director

During this time there have been many changes in our industry, and Defaqto’s technology, quality of data and range of services have consistently led the way for advisers.

Nick Goodway: As Hanson steps down, Lord St John steps in

One of the best-known names in independent corporate broking and finance, Robert Hanson, is stepping down as chairman of the firm partly created out of his original Hanson Capital six years ago Strand Hanson.

Arbuthnot boosts team with Ashcourt Rowan hire

Arbuthnot Latham has bolstered its financial planning team with the hire of John Hutton-Attenborough from Ashcourt Rowan Financial Planning.

Investec Private Bank boosts team

With over 25 years experience of marketing to intermediaries, Izard has held senior positions at HBOS, GMAC-RFC, start-up lender Portillion and Saffron Building Society.

Ex-WMA boss joins Investec Wealth

He was a senior executive at Investect between 1987 and 2002 when it was called Sheppards

Winterflood Management Changes

Julian has been part of the Winterflood team since its inception in 1988, and chief executive since 2008.

Former SEC Chief Accountant Jaime Eichen rejoins EY

She also worked in EY's Professional Practice Group where she assisted in providing technical consultations to the asset management practice

RBC Wealth Management Appoints Head of Distribution in British Isles

RBC Wealth Management, part of Royal Bank of Canada, today announced the appointment of Antony Johnson, to the position of Head of Distribution, RBC Wealth Management International.

Fidelity sales manager resigns

He covered wealth management clients for the group in northern England and Scotland has left the asset manager

Saracen hires former Alliance Trust fund manager

The firm has also recruited Nick Jordan from Ignis to enhance its distribution reach with wealth managers.

Executive Moves