Managers of Wealth

Walker Crips makes new hires for Southampton office launch

Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.

Gresham House seeks to oust Strategic trust chair to kick-start strategic review

It also wants to appoint its chief of staff Jeston Na Nakhorn to the GHS board with existing non-executive director Helen Sinclair taking temporary of the board as fellow independent director Ken Lever leads a strategic review of the sub-scale trust&r

Two Wealth Managers Join First Republic

Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.

Tanvi Davda steps down as CEO of private office Saranac

Davda will remain on the firm’s board as a non-executive director and will become an adviser to the business.

Unigestion boosts board

Professor Weder di Mauro, who joined the Unigestion Board this week, is one of Europe’s leading academics, having worked as an economic adviser for several governments and central banks, as well as serving on the boards of a number of major corporat

Bank Reyl Zurich head joins Geneva PB as head of private banking

Welti joins from Bank Reyl, where he was head of Zurich for over seven years.

UBS AM chief steps down

Doherty used to work at BT Investment Management/Pendal Group, AXA, Perpetual and Challenger across various roles, mostly in business development.

AllianzGI appoints new Global CIO

Greg brings 25 years of experience in Multi Asset investing from both a wealth management and asset management perspective.

Sanctuary Global Recruits Former Tennis Pro From Morgan Stanley

Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.

Aztec Group appoints new Client Development Director

Jon joins the Group as Client Development Director, based in our Southampton office.

Iress appoints Head of Business Development

With over 20 years experience in financial services leadership roles, Matt joins Iress from BNY Mellon Pershing where he was VP of sales and relationship management EMEA.

UBS hires a senior Credit Suisse dealmaker

The Swiss bank nabbed from its cross-town rival with the hire of Jean-Marc Botteri, a managing director within Credit Suisse’s capital markets solutions group

HSBC Asset Management Boosts UK Institutional Team

HSBC Asset Management has appointed Jasvir Virk as Business Development Director for its UK institutional team

Senior promotion at Ashburton Investments International

Seb was one of the first people in the Channel Islands to successfully complete the newly launched CISI Masters in Wealth Management

Just Wealth recruits first advisers for new division

Advisers join the firm on a self-employed basis and manage the running of their own businesses and careers, while being provided with leads from Just Mortgages, training, compliance, mentoring and marketing support.

HSBC Hires Veteran UBS Private Banker

Run by Alex Classen, HSBC's Swiss bank eked out a profit last year, following years of losses and slimming itself and the markets it does business in.

Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents

Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.

Credit Suisse appoints Head of Private Banking Italy and further strengthens team

Credit Suisse Private Banking in Italy will also further benefit from the experience of Vincenzo De Falco

Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region

Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.

Morgan Stanley Announces Key Leadership Changes

All of these appointments become effective on June 1, 2021.

Executive Moves