Managers of Wealth

Heptagon Expands Private Client Team

London-based Heptagon Capital, an $8.6 billion asset manager, has tapped Rajaa Mekouar for its family office/high-net-worth team.

UBS Wealth Management Americas appoints Head of Institutional Consulting & Retirement Program Administration and Operations

His vast experience leading and managing platforms dedicated to serving the complex needs of sophisticated clients will be immensely beneficial

Ex-Barclays' Scottish charity head to lead social growth fund

Barclays Wealth & Investment’s former Scottish head of charities Diane Wilde has joined Social Investment Scotland, to help run their social growth fund.

Former Brewin Dolphin director resurfaces at Rathbones

Rathbones has recruited former Brewin Dolphin divisional director Fiona McClelland

Brewin Dolphin sees double senior departure

Two senior directors are set to leave national wealth manager Brewin Dolphin

Cantor Fitzgerald Wealth Partners appoints new CIO

He ran his own capital management firm in Freehold, New Jersey, for the past two years before joining New York-based Cantor Fitzgerald Wealth this month.

UBS Wealth Management Americas Adds Key Executive

He joined from Morgan Stanley's institutional business Graystone Consulting.

Paul Allen's top money manager to leave post

The lead money manager for Microsoft Corp co-founder Paul Allen is leaving his post this week, marking the latest in a round of high-level departures at the Seattle billionaire's Vulcan Inc organization, which handles his $16 billion fortune.

World’s largest asset manager hires HSBC exec to manage emerging-markets fixed-income business

At HSBC, he was head of emerging-market research.

Goodacre appoints director of training and event management

She will be responsible for all events organised on behalf of Goodacre’s clients, including the Securities Industry Conference and the City of London Wealth Management Awards.

HSBC PB hires Barclays discretionary boss as UK wealth head

His role will include responsibility for various teams

State Street Global Advisors Expands European Business

State Street Global Advisors has hired three new people to its European institutional business.

Ashcourt Rowan recruits area director from RBS

has been hired from the Royal Bank of Scotland, where he most recently served as regional director for London.

Private Banking head of London front office steps down

He was on the firm’s board for 12 years.

Lombard Odier appoints Asia Pacific CIO

He reports to Vincent Duhamel, head of Lombard Odier for Asia Pacific.

Leading international bank appoints CEO for Asean markets

The bank has named the chief executive officer for its Asean markets.

Citi Picks Dewilde to Lead Asia Markets and Investor Services Business

He was most recently working as head of Citi's local markets risk treasury and markets head for South East Africa, Turkey and Israel.

Towry chief to be replaced by Prudential UK head

He has been appointed chief executive, subject to regulatory approval

UBS Wealth Management HK makes key management changes

A wealth management veteran with more than 25 years of experience in the sector

Natixis appoints head of business development

Nicholas Elward was named senior vice president, head of business development at Natixis Global Asset Management, according to company spokesman David Snowden.

Executive Moves