Managers of Wealth

UBS Hires Former Credit Suisse Banker

UBS, whose investment bank is helmed by Andrea Orcel, himself a well-known financial institutions banker in Europe, has been bolstering its ranks in the sector of late.

’Big four’ professional KPMG has hired Patterson as a director in its European financial services regulatory centre of excellence, to focus on the investment management sector.

IMA chief executive Daniel Godfrey says he wishes Patterson the best at her new job

James Brearley restructures board as head of finance retires

‘The creation of this group will greatly assist the executive directors

Rathbones hires two as Bond steps back from Recovery fund

Rands joins from Peel Hunt and has over 15 years’ analytical experience, covering UK small and mid-cap stocks on both the buy and sell-sides.

Barclays M&A Chairman Resigns

Just Four Months After Relocating to the U.S. from Asia, Ed King Has Resigned From Firm

SJP recruits business acquisitions manager

Restricted advice firm St James’s Place has appointed ex-Broadstone director Martyn Laverick as its executive business acquisitions manager.

Former Thames River director joins EM boutique

He was set to join F&C as head of retail after its acquisition of Thames River in 2012.

Hargreaves Lansdown hires 10 wealth and financial advisers

The hiring spree has taken the number of advisers at Hargreaves Lansdown to 100 across the UK

Evolution Europe hires new senior licensing manager

Evolution Europe has welcomed Anna Kislevitz to the newly created role of senior licensing manager.

Former Thames River director Warren joins EM boutique

He was a well-known figure in the industry as he previously headed up Deutsche Asset Management's mutual fund business, DWS. He also worked at HSBC before moving to Thames River in 2007.

Exeter-based Midas appoints asset operational manager

The Exeter-based Midas Group has recruited a new operational manager to oversee its successful asset management division.

BNY Mellon hires Investec's McCarthy to replace Goodsir

Investment Week understands BNY Mellon has subsequently decided to split Goodsir's role into two parts - head of advisory and head of discretionary.

RBC research hires continue with star retail duo

RBC Capital Markets has continued its build-out in research with the appointment of two of Bank of America Merrill Lynch’s top-ranked retail team

Ex-Merrill Executive Joins Focus Financial

A Merrill Lynch executive who resigned during a management shakeup earlier this year has joined Focus Financial Partners LLC in a position where he will help recruit top brokers away from his former firm.

UBS appoints new CIO of wealth, private bank operations

UBS's wealth-management business has become more important to the lender in the wake of the financial crisis as it moved to slim its investment bank.

UBS names new head for Asia-Pacific asset management business

Rene Buehlmann has been appointed as the next head of the Asia Pacific region for UBS Global Asset Management

Goldmans names strategy head as it eyes wealth opportunity

Mr Scherr has been working with Lloyd Blankfein, chief executive, for several weeks

Lombard International Assurance confirms Claude Marx as Chief Executive Officer

He joined Lombard International Assurance in 2011 as Executive Director after 17 years with HSBC Private Bank in Luxembourg where he was deputy Chief Executive Officer.

Close Brothers boosts board

He was group chief financial officer of LCH.Clearnet Group Limited until May 2014 and has been a non-executive director of Rathbone Brothers plc since March 2006.

Tullett Prebon plans Terry Smith's succession

Tullett Prebon is understood to be in advanced talks with a successor to chief executive Terry Smith.

Executive Moves