Managers of Wealth

Former NatWest boss Samuel Okafor named CEO of inclusion campaigner Kick It Out

The former midfielder also co-led NatWest’s racial equality taskforce and replaces departing Kick It Out CEO Tony Burnett, who announced he was stepping down in January.

James Crossley to join Rathbones as Head of Asset Management Distribution

James joins from Legal & General Investment Management

Boston Consulting Group Switzerland expands management team

Six Managing Directors and Partners (MDPs) will be appointed in the middle of the year

UBS strengthens Global Wealth Management’s Middle East team with ten new hires

In order to seamlessly execute on the bank’s strategy and maintain an unwavering focus on clients’ needs

Fisch Asset Management rejuvenates Board of Directors with representative of the second generation of the founding family

By electing Alexander Fisch, the founders Kurt and Pius Fisch are sending a clear signal that they will continue the existing corporate strategy.

UBS appoints Ryann Kilgore to lead Greater New England Market

Ryann brings nearly 20 years of wealth management experience to the role.

IQ-EQ appoints Managing Director for Belgium

Prior to joining IQ-EQ, he was a Director for Deloitte Consulting, where he delivered transformational engagements in asset management, private equity and advisory services for real estate.

Enness Global expands its Scotland presence

Enness Global is increasing its footprint in Scotland

Former UBS manager becomes president of Bitcoin Suisse

The Board of Directors of Bitcoin Suisse has a new composition.

Federated Hermes strengthens private wealth team

Based in Singapore

UBS institutional client coverage lead departs

Drew Fowler, who has run institutional coverage for four years, confirmed his departure.

StanChart names Haymans Fung as global head of wealth and retail banking marketing

She will report to Samir Subberwal, global head, wealth solutions, deposits and mortgages and chief client officer, wealth and retail banking, Standard Chartered Bank.

Andrew Shepherd to retire as Brooks Macdonald group CEO

CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank

Canaccord bolsters Newcastle arm with Brewin Dolphin hire

Competition for wealth management talent in the Northeast continues as Canaccord hires Samantha Gibson.

Stonehage Fleming appoints Cora Binchy as Head of Fiduciary

She will work closely with key stakeholders in each jurisdiction to ensure that services are aligned to the highest standards of fiduciary risk management.

Veteran Wealth Management Executive Jeff Markham Joins Stifel to Bolster Growth and Expansion

He will be based in Dallas, Texas.

Franklin Templeton bolsters Global Sukuk and MENA Fixed Income team with new hire

Franklin Templeton is pleased to announce the appointment of Hardeep Dogra as Portfolio Manager and Research Analyst

State Street hires heads of business and products

He will oversee sales, client management, client relationship management, client experience and services, and sales enablement functions across SSBI.

Partners Group opens office in Hong Kong

We are very pleased to add a Hong Kong office to our regional footprint.

Executive Moves