Managers of Wealth

Estera appoints Group Head of Funds

Ethan has assumed this role in addition to his responsibilities as Managing Director of Estera Guernsey and Group Head of Corporate Development.

SANNE appoints Country Head to lead its Singapore business

Taking up the role officially in May 2019, David will be responsible for continuing to drive SANNE’s alternatives and corporate offering in Singapore and across the region.

Top law firm invests in its Private Wealth proposition

Stephanie will help to develop the firm’s offering

Investec Private Bank Channel Islands appoints new MD

Previously Stewart held management positions with accountants Grant Thornton and EY, and the London-based venture capital firm, Unilever Ventures.

BNP Paribas appoints insider as head of India wealth management arm

Singh joined BNP Paribas Wealth Management in 2013 and was appointed the head of its India sales division in 2016.

Wealth Manager announces three partner promotions

These promotions reflect years of outstanding contributions to our Firm

Fortis Private Bank boosts board

As a highly respected and seasoned Banking Executive, we look to forward to the expertise that Lyne will bring to our corporate finance, business and strategic planning initiatives.

Julius Baer Promotes U.K. Private Bankers

The move reinforces how heavily the Swiss private bank has moved on the British market

$275 Million Former Merrill Lynch Team Joins Sanctuary Wealth

Enclave Wealth Advisors expands Sanctuary’s network to California

Deutsche Nabs Credit Suisse Private Bankers

Piers Harris has over 24 years’ experience in the financial services industry and joins the Frankfurt-based bank from Credit Suisse, where he has been a senior relationship manager in the U.K. ultra-high net worth team since 2013.

Deutsche Bank Wealth Management makes two more senior UK appointments

Deutsche Bank Wealth Management announced the launch of a service to offer regulated mortgages to private-banking clients in the UK at the end of last month

Another Senior Julius Baer Banker Heads for Pictet

Premchand will be responsible for the Genevan bank's ultra-rich clients from the Middle East and Asia, including the Indian sub-continent.

Fiduciary Trust Welcomes New Wealth Director

Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.

SSS allots P7B for IRF managers

Under the old charter of the SSS, the pension fund was allowed to appoint local or foreign fund managers to manage the IRF.

Wealth manager grows distribution team in South East

In his new role, Keen reports to Steve Hill, Head of Intermediary Sales.

JPMorgan Asia private banking chief to take on additional investment banking role

Many global banks in Asia, including Credit Suisse and UBS, have made organisational changes in the last couple of years

Smith leaves Quilter adviser school after 6 years

Mr Stevens will focus on growing the number of financial planners within Intrinsic through training, recruitment and acquisition, supported by Mr Smith's 15-strong team which will remain with the school after his departure.

Brown Shipley taps former Coutts boss to chair board

“I would also like to thank David Rough for his invaluable support and guidance to the business having served on our Board since 2005 including two tenures as Chair.”

Ocorian further expands Luxembourg funds business with two senior level hires

Ocorian is committed to growing a robust and responsive fund service offer for the Luxembourg market, and a localised depositary service is central to that.

Boutique hires ex-Goldmans wealth boss for key strategic role

He will sit on the board as an adviser on global wealth management strategy for Kingswood.

Executive Moves