Managers of Wealth

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.

Oppenheimer & Co. Inc. Announces Recruitment Of The Mercado Group To Private Client Division

New Addition Underscores Depth of Oppenheimer's Services, Quality of Leadership Team, Commitment to Expanding the Firm's Global Reach

SEI Investments (Europe) Limited Appoints Dr. Alison Vincent as Independent Non-Executive Director

Senior Technology Thought Leader is Second Independent Non-Executive Director to Join SIEL Board in the Last Year

Aldermore appoints Steven Cooper as chief executive

Cooper, added: “Under the leadership of Phillip Monks, Aldermore has gone from a vision to a substantial business in just a short period of time.

Sanne appoints Business Development Director in Luxembourg

With more than 15 years’ experience in the financial and funds industry

SEI appoints ex-HSBC technology boss to board

Senior Technology Thought Leader is Second Independent Non-Executive Director to Join SIEL Board in the Last Year

UK appoints champion to support developing countries to deal with climate change

The Prime Minister has appointed Anne-Marie Trevelyan, as the UK’s International Champion on Adaptation and Resilience for the COP26 Presidency.

Broadridge Names Chief Financial Officer

Mr. Reese played a key role in the success of the consumer business with responsibility across investments

CISI New Head of Financial Planning announced

In her last role as Head of Education Development, Sally was part of the CISI’s executive team, and responsible for expanding the Institute’s schools, university and apprenticeship programmes.

Barings CEO and Chairman Tom Finke Dashes to Invesco

Freno is now appointed as Chairman and Chief Executive Officer, Barings LLC (on November 5, 2020).

Ascentric boss to exit M&G following merger

Rob Regan announces his departure two months after M&G completed its acquisition of Ascentric from Royal London.

Debra Brede To Join Focus Partner Firm GW & Wade Transaction will Increase GW & Wade's Scale

Debra Brede started her own business in 1990 to provide comprehensive investment and wealth management services to high net worth individuals and families as well as a range of institutional clients.

GIB Asset Management hires Neil Brown to launch new sustainable equity capability

This move marks the next stage in GIB's strategic development as it increases its ability to provide specialist solutions across asset classes to international investors, built around sustainable investment theses that will drive long-term, consisten

Waverton boosts advisor distribution with senior hire

He brings a wealth of experience and knowledge, which will play a key role in the next exciting stage of our corporate development - of which our distribution team is in the vanguard.

Appointments to Natixis’ senior management committee

Anne-Christine Champion and Mohamed Kallala succeed Marc Vincent who is appointed Global Head of M&A at Natixis

Standard Chartered appoints Global Head, Transaction Banking

Kai Fehr joins Bank as Head of Trade Lisa Robins retires from banking after distinguished career

Amid Shuffle, Deutsche Bank Wealth Veterans Exit

Deutsche confirmed the contents of the memo

Deutsche Bank Raids Standard Chartered Team in China Wealth Push

Deutsche Bank has recruited directors including Sam Chan, Amy Chau, Cynthia Cheng and Cindy Wu, as well as assistant private bankers and investment managers in Hong Kong, the person said.

BNP Paribas Asset Management appoints Head of Corporate Credit Research

Séverine is also a long-standing senior member of our Credit Research Team which makes her the natural and seamless choice for this leadership position.

Executive Moves