Managers of Wealth

Brooks Macdonald appoints Niall O’Connor as Fund Manager of the IFSL Brooks Macdonald Defensive Capital Fund

The Fund will benefit from Richard’s deep investment expertise and 30 years of industry experience.

UBS managing director Choo Oi Yee to join digital securities startup iSTOX

iSTOX was admitted into the Monetary Authority of Singapore's FinTech Regulatory Sandbox in May this year, and aims to become fully operational next year after graduating from the sandbox in early-2020.

Brooks Macdonald co-founder to step down after 28 years

Jon was a founding director of Brooks Macdonald in 1991

Brooks Macdonald makes three senior hires in Leeds

John Wallace, Co-Head of UK Investment Management, says: “The strength of Brooks Macdonald’s relationships with advisers and clients is founded on having the best people.

Raymond James adds Cumbria wealth adviser

On joining Raymond James, Levens says: “Raymond James provides me with robust compliance oversight and award-winning research, while providing my clients with the security of a large parent company.

Zurich WM appoints new senior partner

CEO and founder of Helvetic Trust, Kaspar Grob, said: ‘With Remy Schraner, we can cover an increasingly important area of sustainable investments with the highest level of competence.’

Newcastle firm appoints senior wealth manager after buyout

Newcastle-based Tier One Capital has hired Michael Carrick as a senior wealth manager, following the acquisition of his advice firm.

Vistra Strengthens Executive Leadership Team with Two New Appointments

Vistra Strengthens Executive Leadership Team with Appointments of New Chief Commercial Officer and Regional Managing Director of UK, Ireland, Channel Islands, and Middle East

Babbe expands Private Wealth team with new appointment

Miss Boudra recently completed her Legal Practice Course with Distinction at the University of Law.

Axa IM CEO steps aside in management reshuffle

Andrea Rossi, who has led Axa IM since 2013, exits as Axa group CFO postpones retirement to succeed him

Standard Chartered Hires Southeast Asia Private Banking

Following the exit of Srinivas Siripurapu from Standard Chartered, the private bank has swiftly hired a replacement.

LPL Financial Welcomes Advisor Joseph Mazzucco, Stonebrook Wealth Management

Mazzucco takes a highly personalized approach to providing investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners and retirees

Kestra Financial Welcomes Newly Formed Team of Experienced Advisors

Three seasoned advisors have banded together to establish Noble Wealth Advisors

Tier One Appoints Senior Wealth Manager

The appointment is another part of Tier One Capital’s full integration of Carrick Financial Management into its operations.

Boston Private Names Head of Strategic Business Development

Mr. Dwyer will be reporting to Mr. Simons. Mr. Dwyer earned his MBA from the University of Miami and a B.A. from Providence College.

Self Bank Banca Privada hires third wealth director to bolster new private banking project

Self Bank Banca Privada announced earlier this month its enhanced business model

Fisch CEO steps back from portfolio management

Filip Adamec has moved across to the newly-formed credit research team to serve as a high yield analyst.

Sanlam’s CFO exits after seven years

Sanlam’s group chief financial officer Jeremy Gibson is the latest departure at the firm.

BNPP WM appoints joint Asia Pacific chiefs

Andy Chai and Arnaud Tellier have been made co-CEOs of the French bank’s Asia Pacific wealth management division.

Non-Exec Director Paul Wilson Steps Down From Board Of Brewin Dolphin

Brewin Dolphin did not give a reason for his departure

Executive Moves