Managers of Wealth

Intertrust in Jersey promotes five to associate director roles

These promotions strengthen Intertrust's 500-strong team based in the Channel Islands.

Radrizzani completes takeover of Leeds United

Massimo Cellino is finally done with Leeds United

Lombard Odier in Changes to Asian Management Structure

Asia has become a key growth engine for the Group.

British asset manager appoints Head of Global Sales from UBS

He will also focus on the development of the skills of our sales teams.

Investec W&I poaches three directors from Julius Baer

All three are highly experienced investment professional

HSBC GAM poaches Newton and Aviva responsible investment heads

She was a director at F&C Investments.

Merrill Lynch Hires Team of Advisors in New York

The SEAM Wealth Management Group is committed to developing lasting client relationships built on trust and personalized service

Dynasty Financial Partners Taps Senior Industry Leader

He will build on the firm’s success as a leading wealth management platform for independent advisors and will report directly to Dynasty Financial Partners’ CEO Shirl Penney.

Credit Suisse appoints Filipino investment banker

He joins Credit Suisse from Macquarie Group, where he spent 17 years in various roles based around Asia Pacific.

Bravura appoints wealth management exec

Velpuri previously held executive roles at Oracle and CA Technologies and was most recently the vice president at Capsilon Corporation.

Change of auditor

This appointment remains subject to approval by shareholders at the 2017 Annual General Meeting to be held in November 2017.

APG Asset Management CEO to step down

He joined APG Asset Management in 2010 as CIO for capital markets investments.

Oprah’s Star Money Manager Moves On

Peter Adamson leaves to take similar post for Eric Smidt, owner of retailer Harbor Freight Tools

Hargreaves Lansdown chairman to step down

Fiscal 2017 year-to-date revenue totaled GBP315.7 million, up 17%.

Cyril Latroche appointed new Member of the Board of Directors of Falcon Group:

The new Board member Cyril Latroche adds: "I look forward to working with the Board and leadership team to help the bank achieve sustainable returns for its shareholder."

Beaufort hires Brewin director for HNW service

We have an established proposition for financial advisers who wish to outsource their clients' investment portfolios.

Myer Family lures NAB executive

He was most recently a National Australia Bank executive for ultra-high net worth clients for more than five years.

JPMorgan Australia boss passes baton, takes chairman role

He said he wanted to step into the next phase of his career while there was still plenty of time to devote to non-executive roles.

Billionaire Steve Cohen hired 2 investors from the CIA's secretive VC fund for a new Palo Alto office

He has hired two people who invested on behalf of the CIA.

Noah picks Morgan Stanley exec to lead Global Family Office

A unit that group president Kenny Lam believes is a natural next step for China’s largest independent wealth manager

Executive Moves