Managers of Wealth

Tilney adds adviser to London planning team

The appointment follows that of former Royal London chief operating officer Andy Grant as Tilney financial planning head earlier last month.

Baird Add Brokers from Morgan Stanley, Wells Fargo

The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.

Europe’s asset management body names new head

Senior lobbyist taking over leadership of funds industry trade body replaces 11-year veteran

Netwealth hires from BTFG

The appointment follows Netwealth's FY18 results earlier this month, where it reported an NPAT of $20.8 million.

Colonial First State Global Asset Management CEO steps down

Street Talk understands Lazberger informed staff of his decision to step down on Thursday morning.

James Hambro hire reunites Quilter vets for regional push

He will start his new role in December.

Avaloq hires from Credit Suisse

Avaloq’s front and back office products and its SaaS and BPaaS solutions continue to win new customers and deliver significant value for established customers as the digital transformation of the financial services sector continues.

Reyl Group welcomes new head of asset management

He founded franchises with numerous sovereign wealth funds and central banks, particularly in the MENA region.

Stonehage Fleming appoints business development officer

Richard’s appointment demonstrates our commitment to further growing and developing the business as we continue to strive to lead the industry as a truly international family office.

Citigroup appoints three software investment bankers

Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.

Sanlam UK hires Richard Pursglove as head of distribution

To shape sales and marketing strategy

HSBC Names New Wealth Head

He was appointed a Group Managing Director and joined the Group Management Board in October 2013.

Brown Shipley hires Chartered Planner as client director

Commenting on the appointment, Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business.

Credo recruits to focus on Fund Distribution

Credo is seeing growing demand for its newer UCITS funds, the Credo Global Equity and Credo Dynamic funds.

Mirabaud Bulks Up in London

She replaces Paul Boughton

Zurich boutique expands team with PM hire

It has also teamed up with Von der Heydt Invest to offer a Sentiment Sicav Europe 600 fund.

UBS Veteran Defects to U.S. Giant

After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.

Dolfin appoints new head of wealth management

McCall will be responsible for strengthening Dolfin’s sales and trading capabilities and lead an expanding team of private client relationship managers.

Swiss bank taps Basler's Lachappelle as chairman

Financial market supervisor FINMA said in June it had found serious breaches at Raiffeisen in a probe related to fraud allegations against former CEO Pierin Vincenz.

Lotus appoints former Jaguar Land Rover boss as new manager

Phil Popham has left leading yacht firm Sunseeker to spearhead the revival of Lotus

Executive Moves