Managers of Wealth

Dominic Wheatley Joins Cutts-Watson Consultancy

Mr Wheatley’s appointment reflects CWC’s ethos of acting as a Trusted Adviser

Copia Capital Management expands team

In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risk Awards.

Barclays makes three senior appointments

Jamshed Kakalia will relocate to London from Barclays New York office to lead the Consumer coverage team in Europe and Middle East.

PNC appoints new members of executive committee

PNC is fortunate to have an excellent team of senior executives leading our company during these complex and challenging times.

Top Morgan Stanley PWM Advisor Joins Insigneo

The experienced team, which includes former Deutsche Bank, UBS and JPMorgan executives, adds strategic expertise in various regions to Insigneo’s already wide international reach.

Singapore CEO of Taiwanese private bank signals exit

Chiang also worked at Standard Chartered for nine years, across its regional audit, risk management, SME and wholesale banking businesses.

Barclays Private Bank hires global family office head

Barclays also announced the hire of Melanie Aimer as global head of client experience on Tuesday.

KPMG names new practice leads as part of 'a new chapter'

The firm is trying to burnish its reputation after some high-profile scandals in recent years.

DBS Nets Private Banking Veteran to Lead Greater China

The Greater China market remains a key focus as we continue to strengthen our position as a leading wealth manager in Asia

Advisory firm hires ex-UBP private banker as partner

The company also announced the arrival of partners Robert Tschiemer, Ekaterina Tattersall and Sascha Ferg earlier this year.

Fidelity poaches LOIM chief investment strategist

‘Salman brings deep macro and investment knowledge and is a fantastic fit to lead and shape the group.’

LPL Financial Welcomes CenterPoint Wealth Advisors

The team serves mostly affluent families, executives and small business owners.

UBS Digital Chief Exits

The financial services industry is seeing a significant increase both in opportunities for digitization and in demand for digitized services

GAM hires new Head of Global Distribution and creates Global Institutional Solutions role

This is one of two planned senior appointments to lead distribution and sales at GAM

Credit Suisse Poaches UBS Executive

Eberhard, who began as a graduate trainee at UBS, is battle-tested: she was chief of staff for asset management head Ulrich Koerner until 2016.

RBC Wealth Management Grows Singapore Team

RBC has about 2,000 employees in Asia working across wealth management, global asset management, capital markets and investor and treasury services.

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Belmore as Senior Financial Advisor

We provide our clients with premier wealth management through a holistic approach, and are sure that Patrick will help us continue to achieve this.

Butterfield strengthens client services with senior appointment

Having spent more than 30 years within the finance industry, Mark joins Butterfield with extensive experience of banking, foreign exchange and alternative investment products.

Barclays Private Bank appoints Global Heads of Family Office and Client Experience

In her role as Global Head of Client Experience, Ms Aimer will support Barclays Private Bank strategic growth ambitions by taking on end-to-end responsibility for client experience, including product propositions, marketing and distribution and digital fa

IQ-EQ welcomes new Client Services Director

A seasoned private wealth practitioner, Paul has 35 years’ experience in the financial services industry

Executive Moves