Managers of Wealth

A&J Wealth poaches investment director from Kingswood

Joining Matthew Butcher's team

Citi Private Bank appoints LatAm discretionary solutions head

Its Latin America business, headed by Jose Ernesto Fuentes

Veteran Exits Leonteq

In 2018, he was the company's highest earner, taking home nearly 2.27 million Swiss francs ($2.5 million).

Mattioli Woods appoints Chris White as investment director

Before his stint at Premier Miton, Mr White managed a range of funds at Columbia Threadneedle and prior to that, Legg Mason.

Brown Shipley taps Julius Baer regional boss to head Manchester

Brown Shipley has hired Martin Cuthbert as head of its Manchester office, replacing Nick Cringle who left the business in October.

Credit Suisse Hires Ex-JPMorgan Veteran for Brazil Private Bank

He was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.

Award winning chartered accountants expands private client legal services team in London

The firm brings a holistic blend of legal, tax and financial planning that clients increasingly need.

Close Brothers Asset Finance recruits team of graduates

As part of the company’s continued commitment to diversity and inclusion, the graduates represent a diverse range of backgrounds.

UBS Private Equity Head Joins Fintech

Ng will remain based in London and join the investment committee of Moonfare.

Key private bankers exit

All three wealth managers departing were part of a swath of wealth managers poached from Barclays.

Odey hires Newton veteran to head new emerging markets team

UK boutique makes first hire for its new institutional business, with experienced investor set to launch an emerging markets business.

Martin Gilbert joins board of Private Office

The co-founder and former chief executive of Aberdeen Asset Management joined the wealth manager's board this month as it looks to accelerate its growth.

Pictet appoints Head of Wealth Management Italy

Alessandra and Paolo combine a sense for tradition with a strong entrepreneurial spirit.

IQ-EQ expands CrossDeal team

Prodi is an investment professional with over 20 years’ experience in banking, corporate finance and asset management.

Federal Council appoints FDF Secretary General

With Rolf Götschmann, a very conscientious, committed and loyal person has been found to take over the leadership of the General Secretariat. He has everything it takes to deal with the multifarious tasks of a Secretary General.

UBS announces management changes in India

Uday Odedra appointed UBS Country Head India

EFG Poaches Investment Specialist From Credit Suisse

In his new position, Reczek will be responsible for an improvement in the transition mechanism between the bank, relationship managers, and private-banking teams.

HSBC Global AM appoints global head of research and insights

Research and Insights will work closely with the Responsible Investments team in the creation and publishing of analysis on sustainable finance, and house the firm's Portfolio Reporting team.

Brewin Dolphin names new chair to replace Simon Miller

Toby Strauss to start new role next February

Investec bolsters BDM team

There have been many ups and downs in recent months, but the level of activity we’ve been seeing has increased substantially and clients are showing a real commitment to complete deals despite the wider challenges.

Executive Moves