Managers of Wealth

Barclays W&IM names new charity head

She joined Barclays in 2005 from Wachovia Bank, where she worked in its wealth management arm in both New York and San Francisco.

Apollo Global Management Announces Appointment of Gary Parr as Senior Managing Director

He is one of the most respected executives in the financial services industry.

UBS Hired Deutsche Bank Rainmaker for M&A Advisory in Hong Kong

He will be joining the investment banking division as managing director and co-head of Asia M&A based in Hong Kong.

Credit Suisse Names Robert Peck as Head of Global Internet Investment Banking

Its IPO is expected to be one of the largest tech IPOs of 2017 and come as early as March.

Old Mutual Emerging Markets appoints interim CEO

Current OMEM Finance Director, Has been appointed as Interim CEO For Old Mutual Emerging Markets

The Private Wealth Management Association appoints new MD

The PWMA would like to thank Joanne for the support, efforts and contributions she has provided during her tenure as Managing Director of the Association.

Barclays eyes Sir Ian Cheshire for ring-fenced bank

Barclays plans to appointment the former boss of Kingfisher to lead the board of its ring-fenced bank

Credit Agricole promotes Bonnal within FIG syndicate

Prior to Credit Agricole he worked in debt capital markets origination at Natixis.

BNY Mellon Wealth Management hires new wealth director

He joined BNY Mellon in October, was earlier vice-president and wealth adviser at First Niagara Private Client Services for five years.

Credit Suisse just made a major hire for its hottest new division in New York

He spent nearly 17 years at Citigroup before joining Credit Suisse as a managing director in November.

Charles Stanley completes private client restructure

Boyle and Harris-Deans have been promoted internally while Arthur and Wedderburn come from Hanson Asset Management and Above Wealth respectively.

Scottish boutique snaps up Brewin directors in triple hire

Thornton Investments was established after the wealth business was seperated from former parent Thorntons Solicitors in 2014.

Julius Baer Adds Private Bankers in Bahrain

The bank said being geographically close to Saudi Arabia is will help ties to the region's largest economy.

Arbuthnot Latham boosts professionals team with Barclays hire

New Senior Private Banker For Arbuthnot Latham, Announced

Raymond James Has a New Chairman

His commitment to cultivating a culture grounded in conservative and independent decision-making, and always putting the client first is what allowed Raymond James to survive

'Robo advisor' poaches talent from PIMCO and Cabot Square

Founded in Milan in 2011, gives people access to low-cost wealth management services online. It is one of a number of so-called "robo advisors" — digital services to help people invest and manage their money.

UBS Hires Top Manager From Deutsche

He will also take a seat on the executive committee of UBS Americas.

New CEO Role for Aris Prepoudis

He replaces Michael Baldinger, who left for UBS' asset management division, as finews.com reported in July.

Mourant Ozannes strengthens International Trusts & Private Client team

Mourant Ozannes Partner and Head of Jersey International Trusts & Private Client, Edward Devenport, said: “Fred's appointment reflects the continued growth of our global trusts and private client team and our commitment to delivering the hi

Elizabeth Lenz’s Wealth Management business unit announces promotion

“Asset management is one of the cornerstones of our Wealth Management initiative, and I am therefore pleased that we succeeded in attracting such an experienced and capable manager as Steven,” says Steven Wright, who is leading the latest priv

Executive Moves