Managers of Wealth

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

Goldman Names New President, CFO as Blankfein Prepares to Exit

The bank is reshuffling its leadership as Lloyd Blankfein prepares to retire as chairman and CEO at the end of this month.

New office head joins Canaccord Genuity Wealth Management after seven years at Brooks

He was head and chair of Brook’s international equities committee.

BNY Mellon Wealth Management Names Michael M. Rubenstein as Wealth Director in Naples, Florida

Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale.

Broadridge Announces next CEO

Prior to joining Broadridge, Mr. Gokey was President of the Retail Tax business at H&R Block

EFG International strengthens management teams

Today’s appointments clearly demonstrate that we are continuing to drive forward the combined business, strengthening our management teams across geographies and transforming EFG into a leading Swiss private bank.

Crux launches UK special situations fund for Penny

Penny, who joined Crux in June, will 'substantially' co-invest in the fund.

BNY Mellon Wealth Management Names Michael Doucette as Wealth Director in Denver, Colorado

Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.

Close planner becomes family office's seventh 2018 hire

May has 13 years’ industry experience, having started his career at Fidelity in 2005.

Executive Moves