Managers of Wealth

Bonhôte Hires Ex-Banker to Lead Real Estate Unit

He began his career in the banking sector before moving into real estate in 1992.

Brown Shipley hires Chartered Planner from S&W

The new joiners are the latest in a number of new hires for the wealth management firm.

Andrew Dougall appointed Global Head Casualty at Swiss Re Corporate Solutions

Mr. Dougall brings with him over two decades of underwriting and leadership experience

Iress appoints head of corporate development and infrastructure

Prior to joining Iress, Mr Angus held similar senior roles at AMP, Computershare and EY as well as operating his own consulting and advisory firm.

Wealthify appoints new CIO

As CIO, David will sit on the Senior Leadership Team and he will continue to lead Wealthify’s investment strategy across the platform’s broad portfolio of investment options, from ISAs to SIPPs to general investment plans, all designed to make

Change in the Board of Directors of Julius Baer

The announced changes are also expected to be reflected in the Board of Directors of Bank Julius Baer & Co. Ltd.,

Swiss Bank Taps Ex-Brewin Dolphin CEO

The appointment of Nicol is a nod to Julius Baer's efforts in the U.K. where CEO David Durlacher has opened regional offices in Belfast, Edinburgh, Leeds, and Manchester alongside its London branch in the onshore push.

Equiom appoints Melanie Griffiths as Head of Client Solutions, Private

Melanie is a strong addition to our Private Wealth team and brings a robust foundation of wealth advisory and tax and estate planning knowledge.

Robert Karofsky Appointed Sole President UBS Investment Bank as Piero Novelli Retires

Together, Karofsky and Novelli successfully reshaped the Investment Bank, realigning efforts around clients’ evolving needs, focusing resources on opportunities for profitable growth, and reinvesting in the bank’s digital transformation.

IQ-EQ appoints Mirek Gruna as Chief Commercial Officer for Jersey

He has more than 15 years’ experience in financial services

Close Brothers: Board committee changes

Accordingly, from 1 March 2021, the membership of each of the Board's committees will be as set out below.

Global promotions tops successful 2020 for Hawksford

Within these appointments, four employees have been appointed to associate director roles, strengthening the company’s senior team.

Ex-Aviva Investors fixed income head to lead Charles Stanley asset management activities

Dan James joins for newly-created role

Law firm appoints new partner as Private Client team expands

A Midlands legal firm has bolstered its Private Client department with the appointment of a new partner.

GAM strengthens UK wholesale team with appointment of client director

Sebastian holds a BA in Italian and Business Studies from University College London and an MBA from IE Business School.

Migros poaches LLB head of private customers

Markus Schawalder is the second member of senior management to leave LLB for a rival this year.

PraxisIFM announces Board appointment

Ms Coxon replaces Iain Stokes, who resigned from the Board in December 2020.

Women take top jobs at KPMG as Bill Michael quits

He had told staff to “stop moaning” about working conditions during the pandemic

COVID-hit Rolls-Royce picks ex-Deloitte partner Kakoullis as finance chief

Panos Kakoullis's appointment as the company's finance chief will be announced early this week, Sky News learns.

Ex-HSBC innovation exec Diana Biggs joins digital assets startup Valour

She joins Valour soon after it launched the world's first fee-free digital asset ETP, Bitcoin Zero, which trades on the NGM stock exchange.

Executive Moves