Managers of Wealth

Zurich adviser hires UBS and Credit Suisse wealth managers

The trio was hired in the period from September to December, however their names weren’t communicated until the end of their probation period.

WealthMan Adds Fintech and Blockchain Investor to Advisory Board

WealthMan, the blockchain-driven platform for wealth management, announces the latest supplement to its Board of advisors.

WH Ireland hires COO from Brewin Dolphin

His appointment follows a period of transition for WH Ireland

Deutsche Bank raids Coutts again for UK wealth business

The latest recruit, Saunders, joins after three years at Coutts, where he was managing director for its US and Western Europe businesses.

Senior Wealth Manager to head up APAC division

He will lead a team of sales, channel and product managers to accelerate market penetration in South East and North Asia

Schroders brings private equity veteran Damon Buffini on board

The non-executive role for a well-known industry figure comes as Schroders makes a renewed push into private equity

HSBC PB names Lux new head following departure

Before that, he held various client-facing and senior roles within the Group across the Middle East, Asia and Europe, HSBC said. His appointment is effective on 5 February.

Close Brothers finance director to depart after ten years

The news was accompanied by a trading update covering the five months to 31 December 2017.

Paul Gerla steps down from Van Lanschot Kempen Executive Board

He is and will always remain an extremely driven professional with great personal commitment to the business and his colleagues.

Wealth management fintech firm hires ex-Dion head

Ron’s varied career has given him an understanding of the daily pain points and pressures clients face, as well as an in-depth knowledge of the regulatory landscape.

Canaccord Genuity names new head of U.S. cannabis investment banking

Vermont earlier this week became the ninth U.S. state and third in the Northeast to legalize recreational marijuana use.

Deutsche Bank wealth arm hires 3 managing directors for non-resident Indian clients

The three new hires are Rasik Ahuja, who was formerly from UBP; Sagar Sapra, who came from Standard Chartered Bank; and Swapnil Mishra, who joined from BSI Bank.

Mirabaud hires raft of big hitters for UK push

Mirabaud, which traces its origins back to 1819, opened its London branch in March 2017

HSBC PB names new Lux head following departure

This move also ended his 12 years with HSBC.

EFG Chile banker exits to join local investment firm

EFG launched its Santiago office in March 2016 to advise high net worth clients on international investments and also on Chilean assets, which it trades through its own local brokerage.

Raymond James Lures Wells Fargo Reps with $230M

The recent recruits are the first additions of 2018 for Steward Partners, the company says.

RWC beefs up intermediary sales team with JPMAM hire

RWC Partners has appointed Geordie Barron as sales manager for the intermediary market across the South of England.

Frikkee exits Smith & Williamson while bond manager Anderson retires

New managers appointed for their funds

SJP Singapore poaches chief exec from Nexus

A Singapore citizen, Harvey has worked in the financial services sector for almost 30 years, 20 of which have been in Asia.

Equity income manager leaves Mirabaud AM

Pyshkin stepped down almost exactly four years after first joining the Swiss group.

Executive Moves