Managers of Wealth

Another two staffers out the door at 7IM

Departures at DFM for 2019 pushes double digits

Banking Doyen Exits

The exit of two key figures at the wealth manager sparks further changes in the board, which will shrink to four directors from nine previously.

Recruitment process begins for new Guernsey Finance Chief Executive

Interviews will take place in Guernsey on Thursday 13 February 2020.

Goldman Sachs AM poaches Pimco's ethical boss

She joins in a newly created role and will work on ethical and sustainable selection across the company’s investment portfolio in addition to working with its analyst team researching how the topic intersects with company fundamentals.

OCBC adds two senior executives to management committee

Mr Quek, 46, reports to OCBC's chief operating officer, Ching Wei Hong, while Mr Wang, 51, reports to OCBC Wing Hang Bank CEO Na Wu Beng, who is based in Hong Kong.

Alternative investment fintech appoints managing partner

Stableton, which was founded in October 2018 by Bezner, Konstantin Heiermann, Carmine Meoli and Vinzent Zerner, has offices in Zug and Zurich.

Bern regional bank appoints new chairman and executive board

Ammann succeeds outgoing chairman Peter Vonlathen

ABN Amro PB's head of products and solutions takes new role

The unit has recently gone through senior management changes as Stéphane Corsaletti stepped down from his CEO role.

CREALOGIX strengthens strategic relationships with digital wealth management clients

Jamie Whatley, previously Head of Business Development, now takes up a role as Director – Sales and Account Management and serves as the principal operational partner and management contact for CREALOGIX

Brown Shipley bolsters London office

Mike Davis said: “I am thrilled to be joining Brown Shipley at an exciting time of business growth and I look forward to working with the team in London to provide fully integrated wealth management to clients.”

Azimut poaches senior wealth manager from Credit Suisse Italy

She joins Azimut from Credit Suisse Italy where she worked for more than seven years holding latterly the role of relationship manager.

JOHCM poaches Hermes team as competition for impact investing picks up

Tim Crockford’s exit comes hot on the heels of Andrew Parry defecting to Newton

CREALOGIX appoints new CEO

Thomas Avedik has internationalised CREALOGIX, doubled the company’s revenue and paved the way for its transformation into a modern global software provider.

Barclays Private Bank promotes new Managing Directors in the UK and UAE

Rahim Daya joined Barclays in 2010 and is the Head of the Private Bank in the UAE and Market Management.

Renaissance Capital appoints global head of private clients

“We see strong potential in providing services to HNWIs across our core markets and are convinced Grigory is the right person to be in-charge with his wealth of experience and established client relationships."

HSBC Nets Bankers From UBS and Credit Suisse

Aik-Ping Ng has over 17 years of international and China-based experience in private equity, corporate finance, strategic M&A, family office advisory and asset management to HSBC.

Wealth manager boosts board

Kingswood is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model.

UK wealth management group expands London team

Joe has joined Tilney from First Wealth LLP

Syz AM to merge funds as PM exits

Merging into the larger fund will create a greater economy of scale for investors

Close Brother makes new appointment

Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.

Executive Moves