Managers of Wealth

Wealth management platform adds executive

It auto-categorises transactions and provides reporting so that the user knows where every cent of their money is any given time.

Gresham House hires ex-Amundi director as head of distribution

I am excited to join Gresham House

Genel loses second co-founder as Rothschild steps down

New Chairman Stephen Whyte will take the helm on Tuesday from Hayward when the company holds its annual meeting.

Morgan Stanley Reshuffles Wealth Management Execs

The brokerage is doing away with the divisional level as a way of “flattening the organization” and giving more power to regional directors and local managers, according to the memo sent out to Morgan Stanley advisors by wealth management head

Credit Suisse hires info services banker from Foros

Who asked not to be named because the hire had not yet been announced.

Hilbert to launch discretionary managed service

McFadyen hired from Meteor

Liontrust makes twin hires in distribution shake-up

Following the hires of Taylor and Wright, Liontrust will have an 18-strong sales team in the UK and Europe, covering the institutional, single strategy and multi-asset distribution markets.

Raymond James names Egli as MD

Also joining then was Julian Bynum, a managing director who leads Fixed Income Capital Markets’ efforts in providing debt capital to the firm’s corporate clients, with an emphasis on financial institutions.

Bank of Singapore reshuffles senior management

This is in addition to his responsibilities for the Indonesian and Philippines markets.

Swiss Bank's Head Of Private Banking Resigns

The bank hasn’t yet decided about a successor

HSBC PB picks former UBS WM exec to head Asia discretionary business

He was previously Head of the Portfolio Specialist Team in Hong Kon

Schroders' Marriage and Warren leave to set up boutique

We are pleased to be able to continue our relationship with Schroders

Charles Stanley boosts intermediary team with double hire

Both have over two decades of experience

Private Client and Funds firm strengthens leadership in Corporate Services

Mrs Newman and Daniel Hainsworth will jointly lead the corporate services team in Jersey.

Rothschild Bank Switzerland Appoints New Head of Asset Managment

She will be in charge of the business with institutional clients, fund brokers and financial intermediaries in Switzerland. Her office is located in Geneva.

St James’s Place appoints former British diplomat to boost Asian unit

Since leaving the diplomatic service he has held and continues to hold a number of non-executive directorships and advisory roles at international businesses.

Maitland Board Appoints Former Paper Giant CEO, David Hathorn

The appointment comes amidst a period of significant growth for Maitland which recently expanded its reach to 17 offices globally.

UBS Asset Management appoints head of product strategy and innovation

Mr. Jones will be based in New York and report to Bill Ferri, head of asset management Americas, products and solutions.

ANZ Wealth Bids Take Shape

He currently holds a number of Non-Executive Directorships or advisory roles at international businesses.

Schroders energy manager exits after 14 years

Mr Coyle’s strategy has had mixed performance in recent years.

Executive Moves