Managers of Wealth

Guernsey Finance CEO to step down

Recruitment of a successor to Mr Wheatley will begin in January 2020.

Former Quilter Cheviot CEO joins IFA

It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.

KBL poaches UBS WM’s head of Global Financial Intermediaries Switzerland

KBL’s Swiss operations only launch officially once its purchase of Bellevue Group’s banking division is completed in the first quarter of 2020.

HSBC reshapes senior team ahead of next CEO's arrival

The departure of Moses would mark the most senior exit from the business since the ouster in August of former chief executive officer John Flint.

Investec W&I poaches Brewin veteran to head new Bristol office

Investec Wealth & Investment has hired Alex Barrell as divisional director of its Bristol office.

Coaching Firm Poaches From UBS

She recently took the reins at the company founded by her father, trauma surgeon Aki Hintsa, in 2000.

Maryann Turcke to be appointed to the Board of Directors of Royal Bank of Canada

Recognized for her breadth of leadership across industries

Evercore Wealth Management announces new CEO

As CEO, he will work to drive continued strong growth, providing clients across the United States with personal wealth management and fiduciary services in a manner consistent with the Evercore culture of excellence and integrity.

Maples Group Announces Leadership Appointments

A number of new leadership appointments were also made to the Group's global management team this year

VP Bank Singapore Hires Julius Baer Pair

He brings more than three decades of wealth management experience to his new role.

Vontobel Russian Banker Hands Over

Zanotelli began his career in the private banking arm of now-defunct Swiss wealth manager Wegelin.

B. Riley Wealth Management Appoints Chief Investment Strategist

As B. Riley Wealth Management's Chief Investment Strategist, Dietrich is focused on managing investments for private investors, retirement funds and private institutions throughout the United States.

Raymond James makes changes to wealth management leadership team

Raymond James has emerged as Canada's largest and fastest growing independent investment dealer.

IQ-EQ appoints new MD of Bermuda and the Cayman Islands

This strategic new hire follows other senior appointments announced in recent months evidencing the Group’s drive to build its Funds and Corporate servicing operations in the region.

STEP re-elects Simon Morgan TEP of Vistra Jersey as worldwide Chair

Simon has been in the international fiduciary business since 1982

Kleinwort Hambros names wealth planning boss and makes five hires

Kleinwort Hambros has appointed a financial planning head and made five key hires for the division.

JPMAM recruits head of European real estate strategy

He will be based in London and report to Peter Reilly, CIO of real estate Europe at JPMAM.

Bank of England's Carney to become U.N. envoy on climate action and finance

Carney, who is due to step down as head of the Bank of England in January, has urged the financial sector to transform its management of climate risk, and led various international initiatives to improve supervision and disclosure.

Leading UK wealth management group expands in Edinburgh

Jacqueline joins Tilney from Investec Wealth & Investment

Deutsche Bank Taps Credit Suisse Bankers

Credit Suisse and Julius Baer bankers have been in demand at Deutsche Bank over the last year

Executive Moves