Managers of Wealth

7IM appoints new private client and London heads

Former Santander PB head Ben Covey has been appointed head of private clients, while Catriona Reed has been promoted to London head.

Claire Mann joins Hampden & Co as Head of Client Proposition

She will report to Andrew Bell, Chief Commercial Officer at the bank.

CISI appoints Chris Clark and Sushil Saluja as new members of the Board

The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.

Evelyn Partners appoints Bindesh Sajvani as Chief Risk Officer and Group Head of Compliance

Prior to this he was Global Chief Risk Officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.

Praxis announces senior appointment to its yacht management team

As part of his new role, for which he will be permanently based in the UK, he is taking on the position of Designated Person Ashore.

Former senior banker at JPMorgan among four recruits joining UBS

Firm adds advisors in Florida, Missouri, and Mississippi.

Sean Gallagher Joins Lazard Asset Management to Lead the Firm’s Small Cap Equity Platform

Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management

Advisor Andrea Freiman joins UBS Private Wealth Management in Miami

Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.

Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor

Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform

Postfinance CEO won’t land until next year

This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.

BKB: Where does Basil Heeb's right hand appear again?

This was in order to continue his professional career outside of the BKB group, as it was said.

SEI Appoints David Hinton as COO of SEI Investments (Europe) Limited

Appointment Underscores Company’s Commitment to UK Market

FNZ makes 100 UK job cuts in another redundancy round

Platform software giant FNZ is cutting 240 jobs globally including close to 100 jobs in the UK as it makes another redundancy round.

Peregrine Wealth appoints head of Compliance

In her role, Lientjie will be responsible for the compliance and governance functions of Peregrine’s Guernsey office.

Pershing’s Lisa Crafford Joins Constellation Wealth Capital

After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.

Bank of Singapore Nets Ex-CS Hong Kong CEO

Prior to that, he also worked at Barclays and Goldman Sachs.

BNP Paribas Hires John Fox; Anna Paglia to State Street Advisors

State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.

Daphne Engelke to be appointed as CEO of Van Lanschot Kempen Switzerland, succeeding Susan Leerkes

Since 2005, she has built up a wide range of experience in senior management positions, leading both specialist and client-facing teams.

DWS Appoints Former Writer as Asia Pacific CIO

Previously, she was also a financial journalist, investment magazine founder and economic book author.

Nucleus appoints Alexander Filshie as CFO

Alexander will join the Nucleus Executive Committee as well as the Board.

Executive Moves