Managers of Wealth

Brooks Macdonald investment co-head exits for IFA

John Wallace had been with the business for 15 years

SANNE strengthen Luxembourg offering with two senior appointments

The appointments follow consistent growth as interest has continued to increase around the attractiveness of doing business in Luxembourg.

Cazenove Capital expands its London Private Client and Charity teams

Wealth Planning Director Chris Hogarth and Wealth Planner Rob Hodgson have joined respectively from UBS

Waverton snares former UK head of UBS Wealth as CEO

Andrew Fleming exited the investment management business last summer

Sound Capital Adds to Its Team

Markus Sola also joined Sound Capital.

Standard Chartered Private Bank appoints new Senior Client Partner

He was also previously a venture capitalist focused on both early stages and pre-IPO start-ups.

HSBC PB’s global CIO quits to take CEO post at wealth group

His appointment coincides with wider succession moves

Santander UK fund investment boss exits

Multi-asset-focused investor leaves Spanish-owned group after leading UK investment department for two years.

Merrill Lynch Taps Veteran as COO

She was a key architect of the “growth grid” the firm rolled out two years ago to incentivize advisors to bring in more new households and sell clients more Bank of America products and services.

FCA Appoints Interim Chief Executive

He joined the Financial Services Authority (the FCA’s predecessor) in 2013 and helped lead the creation of the FCA.

William Blair expands Private Wealth Management team

The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver

Former Millwall FA Cup finalist joins wealth firm

Marvin Elliott, who played in the 2004 FA Cup final for Millwall against Manchester United, joined Fowler Drew Wealth Management in December last year.

Westpac appoints new chair

Mr McFarlane said it was an honour to become Chairman of Australia’s oldest company and one so pivotal to the Australian and New Zealand economies

UBS hires former Morgan Stanley offshore fund specialist for secret project

Her most recent role at the Switzerland-based firm was as an offshore mutual funds product manager between June 2009 and September 2013, according to her LinkedIn page.

Vontobel AM opens France branch and names sales country head

Vontobel Asset Management’s head of EMEA sales, Francesco Tarabini Castellani, said: ‘Now it is time to take the next step and demonstrate our long-term commitment to French clients."

SocGen appoints trade commodity finance head in Switzerland

Her in-depth understanding of debt financing, commodities and sustainable finance will be of great help to foster innovation and continue to support our clients in these areas.

Canaccord names new offshore wealth boss

Canaccord Genuity Wealth Management UK and Europe managing director will replace Grahame Lovett as CEO if its offshore business

LOIM CEO to step down and replace Odier as managing partner

‘I am delighted to confirm that Nathalia Barazal will succeed me as CEO of LOIM as part of our long-term succession planning.'

World’s largest law firm strengthens its CEE Banking and Finance practice

This positions Dentons as the leading international Banking and Finance practice on the Romanian market, with a total of 16 lawyers, including three partners and two counsel.

Sanlam continues northern expansion

He will work closely with the Cumbrian team.

Executive Moves