Managers of Wealth

Hawksmoor Investment Management Appoints New Non-Executive Director to Board

He holds a number of public sector roles, including Chairman of the Royal Devon and Exeter NHS Foundation Trust.

Ex-Towry boss Fisher swaps C Hoare for Smith & Williamson role

When Towry was sold to Tilney in 2016 Fisher was still a shareholder in the company, benefiting from the £600 million price tag.

HSBC Beefs Up in Singapore

The bank also moved Lina Chan, who spearheads client management and business development in Singapore

Willis Towers Watson exec joins rival

Mercer combined its investment and retirement divisions into a new wealth business a year ago in order to simplify its business structure.

Private Bank goes on hiring spree for UK push

The bank has also made a number of internal appointments

Stockton to head up Carrick Wealth’s int’l offices

Stockton, who is originally from the UK, entered the financial services industry in 2003 in a business development role

Bong, Chong and Chan named in Franklin Templeton Asia appointments

To many investors it is still best known as the corporate home of Singapore-based fund manager Mark Mobius

Berner Kantonalbank appoints head of advisory

The new appointment comes as Berner Kantonalbank announced plans to strengthen its position as an investment bank.

Smith & Williamson appoints new charities head

He will be tasked with raising the firm’s profile as a charity investment manager in the UK

$3M team quits Merrill Lynch for Raymond James

The group operates as Affinity Wealth Partners and made the move in November, according to FINRA BrokerCheck records.

BNY Mellon Wealth Management Names Regional MD in Denver, Colorado

He holds a Bachelor of Science in Accounting from the University of San Diego in California.

Fiduciary Trust Elevates Kevin Duncan to Director of Estate Administration

Helping clients with estate administration has always been one of Fiduciary Trust's strengths

Franckline Casimir-Benoit Joins American Bankers Association’s CTFA Advisory Board

She is committed to not only helping our clients reach their goals, but also passing on what she has learned.

Liechtenstein adviser appoints new board member

The firm was founded in 1985 as an independent asset manager focused on private and institutional clients.

Curtain Rises for Julius Baer Chairman

Sauter rose on the coattails of former U.S. fugitive Marc Rich at commodity giant Glencore

Former Rathbones boss leaves Pimfa board

Lord Deben, who was formerly chair of Apfa, has been appointed Pimfa chair

Merrill loses $262M firm to Raymond James over Broker Protocol concer

Last month both of Merrill's two main competitors, Morgan Stanley and UBS, exited the protocol, which allows advisors to move with relative ease between competitors.

Morgan Stanley Broker Leaves Without Triggering Litigation

The fact that she left the firm after it withdrew from the Protocol for Broker Recruiting on November 3, however, makes her the first known advisor to depart without having triggered a courthouse request by Morgan Stanley to impose a temporary restraining

Raymond James recruiting push accelerates with latest grab from key rival

“I was attracted to the very strong Raymond James philosophy of advisors being the firm’s clients,”

Sentinel Trust Announces Senior Officer Promotions

"On behalf of the Sentinel Trust Board, we are pleased to welcome Walter and look forward to leveraging his 30 years of investment experience for our clients, "

Executive Moves