Managers of Wealth

M&G names head of stewardship and sustainability

Rob Marshall has led the firm's credit research team and more recently the global research equity and credit team since 2017.

STEP elects Nancy Golding QC as worldwide Chair

Nancy has practiced law in Calgary, Canada, for over 35 years.

Credit Suisse proposes banking veteran as new chairman

He will succeed Urs Rohner, who will be stepping down after reaching the statutory term of 12 years on the board of directors.

Alan Booth appointed Global Head of Capital Markets

Alan understands the commercial imperatives that underpin all capital market transactions

Lloyds appoints HSBC wealth boss as CEO

HSBC global CEO of wealth and personal banking, Charlie Nunn, replaces António Horta-Osório as Lloyds boss.

Saunderson House Appoints Financial Planning Director

Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

Breaking: Syz global equities head joins boutique

He will manage the Decalia Silver Generation fund.

New Raymond James branch opens at Ropemaker Place, London

The new branch will provide a discretionary investment management service to clients across the UK, from private individuals to charities.

Fabrice Welsch to be new head of BCV’s Asset Management & Trading Division

He will replace Stefan Bichsel, who will retire on 31 December 2020.

Federal Council confirms SNB board of directors

The three deputies, Martin Schlegel , Dewet Moser and Thomas Moser , have also been elected for another term of office.

Libra Poaches Another Credit Suisse Banker

Ms. Bhavsar brings two decades of leadership experience in financial services and deep expertise in legal, regulatory, and compliance matters to Libra Networks.

Brown Shipley veteran leads Raymond James London launch

Simon Monk previously worked for Brown Shipley as an investment manager for 29 years.

Butterfield Announces Board Changes

An accomplished executive with extensive retail banking and wealth management leadership experience.

Mirabaud Asset Management: Swiss Equity Team Ready to Hand Over the Reins

Paul Schibli, the highly regarded head of Swiss equities team is set to retire in 2021

EFG announces changes to Global Business Committee

A seasoned wealth management and private banking professional with more than 25 years of experience in the industry.

International Family Office launches UK advisory board

“We are fortunate to have secured the services of Robin, Natalie and Anthony, and I am looking forward to working closely with them.”

IAM appoints ex-Lombard Odier WM as partner

Avalor Investment has appointed Carole Müller-Wildi as a partner.

James Hambro & Partners promotes portfolio manager to partner

European equities specialist Mark Leach has been with the firm since 2014 EmailFacebookTwitterLinkedInPrint

Brown Shipley poaches UBS veteran to head London office

UBS’s Elizabeth Weir will be replacing Andrew Butler-Cassar who exited the business in February.

Federal Council reappoints SNB's Governing Board for next term of

The current term of office of the SNB Governing Board and their deputies (Enlarged Governing Board) ends on 30 June 2021.

Executive Moves