Managers of Wealth

Credit Suisse announces changes to board of directors

In addition to his chairman role at TSB, Meddings currently serves as a non-executive director and chair of the Audit Committee of HM Treasury in the UK.

Wells Fargo Lays off Wholesalers in Asset Management Arm

The decision to restructure the wealth client group represents a first step in this effort.

Dealer group restructures leadership

The head of compliance - policy and regulatory position is yet to be filled.

Charter Hall appoints new fund manager

The firm said that the creation of the fund manager role was a reflection of the strong growth of its Charter Hall Direct’s business.

Swapnil Mishra joins Kristal.AI to combine two decades of experience with artificial intelligence technology as digital wealth management heats up

Swapnil believes that in the coming decade, transparency and technology will play a key role in building trust - attributes that are the foundation of Kristal.AI.

Julius Baer to cut 300 jobs and focus on technology after profit fell in 2019

The wealth manger said it expects to improve revenues by more than 150 million Swiss francs over the three-year period by broadening its offerings for wealthy and ultra-wealthy clients and increasing technology investments to enhance its client advice.

HSBC Private Bank taps Santander selector to head funds

Fixed income and multi-strategy specialist to take on new funds and ETFs post.

Hampden taps senior Scottish banking duo in hiring spree

Hampden & Co. has appointed Clare Ansell and Ian Gibson from Handelsbanken as banking directors in Edinburgh.

Citi bolsters private banking team in Spain

The appointment is part of the firm's commitments to boost its private banking business in Spain.

Calastone Names Chief Revenue Officer

He brings with him more than 25 years’ experience in the asset management, wealth management and treasury industries

Archax appoints former FCA supervisor as chief compliance officer

Archax, which plans to launch its exchange in mid-2020, is focused on providing a venue for institutions and professional investors to trade in digital securities.

Winton joins Alex Wright to help on Fidelity Special Values

His promotion comes amid a raft of co-manager appointments by Fidelity as the investment group strengthens its UK equities team and elevates a new generation of fund managers.

Family Office Exchange Bolsters Family Business Expertise with New Leadership Addition

She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.

Morgan Stanley, UBS Shuffle Managers on East and West Coasts

Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.

Indosuez Switzerland’s head of WM replaced

Before moving to Indosuez, she spent nearly 15 years at BNP Paribas, most recently as head of development and innovation.

Criterion appoints head of specialty services

She is also one of the most respected female adjusters around who has consistently delivered for her insurer and broker clients.”

Leonne van der Sar announces departure from Van Lanschot Kempen

We wish her every success in the future.

Kames Capital adds to UK wholesale distribution team

Beck joins Kames from Oxford Capital

Retirement of Brewin Dolphin's Chief Executive

Chairman Simon Miller thanked Nicol for his “outstanding contribution to Brewin Dolphin’s success”.

LOIM boosts sustainability team as CEO says ‘trillions of dollars are at stake’

They will join the team led by Christopher Kaminker, who was hired in July 2019.

Executive Moves