Managers of Wealth

WH Ireland hires top 30 star as veteran exit sparks research shake-up

Philip Bagshaw joins from City Asset Management, while a resignation in Manchester has prompted a restructure of the firm's research unit.

Downing appoints Head of Asset Management

This is an important strategic development for Downing and the whole team is very pleased to have him join the business.”

UK wealth management group further expands its team in Scotland

In Tilney’s Edinburgh team, Grant will deliver advice as part of the firm’s ‘two expert’ approach which sees financial planners

UK-based wealth management group appoints senior client partner to establish Midlands office

He was as executive director of Coutts & Co, where he spent 16 years advising a wide range of clients and families.

Spanish online wealth manager appoints ex-Andbank AM's CEO as investment chief

Before his tenure at Andbank, Pérez Parada was also the CEO of Barclays Wealth Managers for Western Europe (Spain, France and Portugal), and the chief investments officer at JP Morgan Private Bank for EMEA.

Geneva WM appoints new CIO amid executive reshuffle

The reshuffle is part of Notz Stucki’s growth strategy

Geneva WM welcomes new CIO

He will specialise in the management and servicing of private clients.

HP Wealth Management Hires Former UBS Banker in Singapore

He will further strengthen our investment capabilities, with a particular focus on the family office segment,» founder and CEO Urs Brutsch said.

CLI names new finance chief

He was awarded as one of the top 10 outstanding students of the Philippines.

Muzinich formally launches Geneva office

He will work as director of marketing and client relations.

Wealth manager bolsters Bournemouth office with Brewin hire

Bournemouth office now has 40 members of staff.

Rockefeller Global Family Office boosts team

“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”

Deutsche Bank Continues Wealth Management Expansion

We continue to hire top industry talent as we grow our presence in key markets in the Americas.

BMO appoints Global Head of rebranded UHNW division

Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement.

Bank of Montreal hires wealth management veteran

A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a

$10bn broker-dealer launches Miami offshore business, hires Citi vet

The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.

Former UBS director joins LGT Vestra as partner

A former senior UBS and Lloyds private banker has joined LGT Vestra as a partner

ALFI appoints new Chair

She is a regular speaker at industry events and has been actively participating in conferences and roadshows that ALFI is organising in Luxembourg and across the globe.

Brown Shipley manager resigns after fund shutdown

Robert Van Kleeck has resigned as manager of the firm's sterling bond fund after the mandate was closed to new investors in anticipation of 'large redemptions'

Marlborough hires Russell wealth boss to head development

The Marlborough Group has appointed Nick French from Russell Investments where he was managing director and head of UK wealth management.

Executive Moves