Managers of Wealth

Charles Stanley taps Tilney in financial planner hire spree

Charles Stanley has hired a series of financial planners across its branch network.

Rothschild Head of Wealth Management Resurfaces At Rival

Earlier in the year, Rothschild CEO Laurent Gagnebin explained to finews.asia that although successful, the firm was just too small to maintain two offices in Asia.

REYL Group announces new appointment

In his new role, he will continue the Bank’s transformation and automation efforts

Chief Investment Officer Joins Sanctuary Wealth

The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines

Quilter-Owned Advisory Firm Hires Two in Singapore

Tan was most recently head of operations for Meyado Private Wealth Management.

AFA appoints new general manager, partnerships

Philip Kewin, AFA chief executive officer, said Coulter had come to the AFA with extensive experience in financial services.

Liechtensteinische Landesbank appoints Avaloq CIO

He will assume his new role in October 2019

Basel WM welcomes new partner

In 2015, the firm was awarded a licence to manage pension plans.

Another Morgan Stanley Manager in Florida Steps Down

Ortea’s LinkedIn profile says he managed the office for three years.

Artorius continues Expansion with New London Hire

The firm benefits from the support of 30 private investors – principally entrepreneurs and financiers, committed to growing the business whilst ensuring client service the focus.

Wells Fargo Names Fiona Gallagher to Lead Its European Banking Platform

Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank

Zedra strengthens UK team with appointment of UK onshore MD

His brief in Cheshire will be to lead the expansion of Zedra’s onshore businesses and with just under 20 years of industry experience, he is well placed to deliver this.

TISE announces new NED of regulatory arm

Mrs Muir has over 20 years’ market experience working for exchanges and financial technology firms in both New Zealand and the UK.

Seventy2 Capital Wealth Management Continues Expansion with Addition of Morgan Stanley Advisor

James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.

Fund Files: Two veteran managers to depart from BNY

Your daily roundup of the latest fund launches, manager moves and strategy shifts.

UBS Loses Top Wealth HR Executive

Burns had been supplanted last year by American executive Dana Ritzcovan, who won the unit's top HR job when UBS' private bank merged with its U.S. brokerage.

EY: New Asean Regional Managing Partner

Prior to this new role, Liew was the EY Asean Regional Markets Leader for EY and before that, the EY Asean Financial Services Organization Leader, working with a number of the most significant financial services institutions across Southeast Asia.

Banca March nabs private banker from BBVA

Prior to that, she worked at Caixa Manresa, where during her over 12 years' tenure, she held a wide range of roles ranging from commercial to management ones.

Private wealth appointment at IQ-EQ

Before being appointed to lead the private wealth segment in Guernsey, he held the position of Client Services Director and led a dedicated team of private wealth practitioners specialising in asset protection and estate structuring for ultra-high-net-wor

Cayman private wealth specialist promoted to Managing Associate

Fraser, who has strong experience in trusts, wills and estates, family funds and foundation companies - and is qualified in both the Cayman Islands and BVI - has a particular focus on Latin American clients.

Executive Moves