Managers of Wealth

MLC Wealth shuffles leadership

Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment solutions from September.

Wells Fargo appoints Head of Private Wealth Management

Industry veteran led Comerica Wealth Management

Vontobel hires two new wealth management experts

The bank has been offering its products and services, as well as its expertise as a globally active wealth and asset manager, to its private and institutional clients in Basel for around 10 years.

New CEO of Barclays US Consumer Bank announced

Having a leader with Barry’s experience and caliber in these key leadership roles will enable us to continue to drive the business forward at pace.”

Boss Of HSBC UK Among Candidates To Replace RBS Chief

On Friday last week, RBS announced outgoing Chief Executive Ross McEwan will be joining National Australia Bank Ltd when his notice is finished.

Quilter Cheviot bolsters Yorkshire presence

These three appointments follow shortly after Quilter Cheviot’s recent investment hires from Brooks Macdonald

WMA Adds Two Private Banking Veterans

Hart joins from Rothschild Wealth Management where she was most recently its head of Southeast Asia.

UBS Veteran in New Jersey Goes Indie with Gladstone

Hall, whose new practice will be called CLH Wealth Management, had been overseeing $150 million in client assets and was generating $1.5 million in revenue at UBS, Frick said.

UBS Names New Chief Investigator

The move comes as the bank faces a lawsuit by a former graduate employee over her alleged rape by a superior at UBS.

WH Ireland strenghtens Audit, Risk and Remuneration team

During his career of 24 years, Philip has advised and raised equity for a wide range of UK public and private companies.

Wealth Tech Firm Adds Country Manager

With over 25 years’ experience in IT and the financial services industry, Haruka brings an array of skills to this new role

JTC Appoints Chief Operating Officer Wendy Holley To Board

Her skills and experience will be invaluable to the board

BTIG appoints new senior vice president

Increasingly, family offices are looking to BTIG for our full-service offering

JO Hambro Capital hires ex-Sandaire CEO as new boss

The appointment of Alexandra Altinger ends of JOHCM's year-long search for a new boss.

Maine Pointe adds Adam Smith to family office sector

Adam is a proven leader and is highly respected in the industry

Credit Suisse expands Spain team with 4 private banker appointments

Paloma Gómez de la Higuera was named as a senior private banker, while Jaime Beruete Concostrina, Patricia Fitzgerald and Carlos Núñez Alfaro were also added to the team.

Zedra appoints new London director to lead Corporate Services and LATAM development

Zedra has shown an ability to grow rapidly in new markets, bringing with it a fresh and new approach to the challenges of managing international clients business and wealth.

John Morton's new wealth business makes 'critical' hire

Broad Street Investment Management, which was set up by Morton a year ago, has hired a chief investment officer from a rival wealth firm.

TORI Global appoints wealth management head

He joins from EY

Deutsche Bank appoints head of wealth management in Italy

He was most recently at Credit Suisse, where for the past six years he led the UNHW Individual segment for the Italian Market Area.

Executive Moves