Managers of Wealth

SEB appoints head of wealth division

The business areas Life and Wealth Management will be organized in two separate divisions.

Prydis Wealth bulks up team with adviser hire

Exeter-based Prydis Wealth has appointed a chartered financial planner to boost its pensions and inheritance tax planning offering.

Tilney Bestinvest appoints ex-SJP adviser as director

In June, the firm's group chief executive Peter Hall announced that Tilney Bestinvest would look to extend its advice arm.

PwC appoints asset management director

Under pressure from the bank, PwC removed a warning in a report to regulators surrounding the bank’s scheme to falsify wire transfer information for Iran, Sudan, and other sanctioned entities.

Vestra Wealth investment manager quits for Brooks Macdonald

Prior to UBS he was with HSBC Investment Management as an investment associate.

Ogier appoints new Tax Partner in Luxembourg

She has extensive experience having worked for a Luxembourg corporate law firm as well as for leading global accountancy / professional services firms in Belgium and Luxembourg and at her own boutique legal practice, focusing on tax and general business l

Arbuthnot Latham boosts North West regional office

Arbuthnot Latham’s North West office has recently opened in King Street, Manchester and serves clients in and around the North West conurbations.

RBC Wealth Management appoints three Greater China heads

The Greater China teams focus on Hong Kong, China and Taiwan.

Vontobel boosts emerging-markets fixed-income team

She joins after nine years at Aviva Investors where she served as head of local currency debt, managing over $2 billion.

BMO Private Bank taps new U.S. chief

BMO Financial Group is turning to an up-and-comer to jump-start its U.S. private bank, which serves wealthy families.

U.S. Bank hires four people for private client reserve in Chicago

Wealth manager U.S. Bank, a unit of U.S. Bancorp, said it appointed four people for its private client reserve in Chicago.

Swiss banking group appoints Head of European Equities.

He will be heading up the London-based team of fund managers and analysts

BlueBay recruits Citi strategist for macro role

He was previously managing director and head of emerging markets strategy at Citi in Londo

JPMorgan Names Credit Suisse’s Thiebaud for Swiss Role

Thiebaud will be based in Zurich and report to Nick Bossart, senior country officer for Switzerland.

Top 100 fund selector leaves Vestra Wealth

Blackbourn’s responsibilities have been taken up by the broader team at Vestra.

Top 100 star joins Schroders from Morgan Stanley

Schroders has hired former fund selection head Henriette Bergh from Morgan Stanley.

CIBC shakes up management ranks as its new CEO takes charge

CIBC's executive leadership structure will include an Executive Committee which is comprised of the following executives and replaces the Senior Executive Team structure:

ALFI welcomes new legal and tax director

The Association of the Luxembourg Fund Industry (ALFI) has appointed Marc-André Bechet as director of its legal and tax division, effective 15 September.

Vontobel names star manager as corporate bonds head

He had served as a founding member of the company’s corporate bond team and has over 20 years of investment experience.

Rockefeller boosts HNW team

Prior to joining Rockefeller he was a Senior Managing Director with Windhaven Investment Management

Executive Moves