Managers of Wealth

Barclays Private Bank promotes new Managing Directors in the UK and UAE

Rahim Daya joined Barclays in 2010 and is the Head of the Private Bank in the UAE and Market Management.

Renaissance Capital appoints global head of private clients

“We see strong potential in providing services to HNWIs across our core markets and are convinced Grigory is the right person to be in-charge with his wealth of experience and established client relationships."

HSBC Nets Bankers From UBS and Credit Suisse

Aik-Ping Ng has over 17 years of international and China-based experience in private equity, corporate finance, strategic M&A, family office advisory and asset management to HSBC.

Wealth manager boosts board

Kingswood is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model.

UK wealth management group expands London team

Joe has joined Tilney from First Wealth LLP

Syz AM to merge funds as PM exits

Merging into the larger fund will create a greater economy of scale for investors

Close Brother makes new appointment

Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.

Butterfield expands Jersey senior team

In his new role at Butterfield, he will ensure all regulatory requirements are adhered to and that appropriate monitoring of processes and transactions is in place.

Italian family office appoints Cordusio Sim's wealth manager

Prior to that, since 2011, she had worked for the private banking business of UniCredit as a global adviser.

Corry Capital Advisors Expands Global Relationship with Northern Trust with Appointment to Administer U.S. Commingled Funds

CCA’s selection of Northern Trust to provide fund administration for its U.S. commingled funds demonstrates the seamless nature of our global service model," said Kimberly Evans, head of Private Capital Administration in North America.

UniCredit appoints private banking head in Italy

The new leader of private banking at UniCredit is currently responsible for the firm's investments products and advisory in Italy.

J.P. Morgan Asset Management Announces Major Private Credit Expansion; Appoints Meg McClellan Head of Private Credit

She will be responsible for private credit platform growth, both organic and inorganic. Meg currently serves as J.P. Morgan Asset Management's Chief Financial Officer.

CS Switzerland CEO joins SIX board of directors

He replaces Pierre-Olivier Bouée who has resigned.

RBC Adds Former NFL Quarterback to Wealth Management Team

Hanie is one of several former professional athletes turning to a career in financial advice after retiring from sports.

JPMorgan Chase CMO Kristin Lemkau shifts to run wealth management unit

It won’t be the first time Lemkau has shifted into unchartered territory at JPMorgan Chase.

Kleinwort Hambros strengthens wealth planning team with series of new hires

As part of Kleinwort Hambros’ commitment to enhancing its expertise in wealth planning, the bank has also announced five strategic hires in the department.

Independent Wealth Planners UK appoints director

Virgine’s appointment will help us coordinate and build an outreach strategy so current and future customers all over the country can understand the IWP proposition.

Mirabaud appoints Head of Communications and Marketing

Bertrand Bricheux joined the Mirabaud Group in 2011

Co-CEO of Fisch leaves company over strategic differences

Good held the role of head of portfolio management from 2014 until earlier this year

Nordea AM poaches regional sales director from BlackRock

He reports to José Machi, Nordea’s head of fund distribution in Switzerland.

Executive Moves