Managers of Wealth

Sanlam FOUR boosts Strategic Bond fund team with Rathbones hire

Joins as assistant fund manager

Julius Baer names Ashish Gumastha as chief of India wealth management biz

India is a high-potential market for our group with a unique demographic profile.

WFAM beefs up senior team with two hires

He led the client solutions office in San Francisco and was co-head of Liability Driven Investment in North America with BlackRock.

Mercer Boosts Asian Wealth Unit

He began his career with the Monetary Authority of Singapore where he served for almost 13 years.

Julius Baer India Boss Departs

The veteran India banker was a key player in the integration of acquisition Merrill Lynch in India, which makes for roughly 10 percent of assets managed in Asia.

Another BSI Banker Leaves EFG

He replaces Gerald Robert

Stonehage Fleming partner re-joins Cazenove Capital

Schroders launched a new wealth business to service US clients.

Blackrock Promotes Head of Switzerland

He used to work as head of Switzerland at Pimco.

Waverton hires ex-Quilter Cheviot private client head

Waverton is held in very high regard by peers and clients alike for its fine heritage

Former FCA head Tracey McDermott joins new banking lobbying group

UK Finance to launch on Monday after merger of six trade bodies

St. James’s Place chief to focus on Asia after stepping down from top job at year’s end

The FTSE 100 company acquired Henley Group in 2014, enabling it to service the British expatriate market in Hong Kong, Singapore and Shanghai.

Brewin loses two more in Oxford and adds one in Dundee

He is an experienced financial planner, and his appointment further strengthens our financial planning service that we offer our local clients.

Wealth manager makes Grant Thornton hire

She worked for 27 years at HSBC as a financial adviser.

OM Asset Management CEO departs

I am very proud of what we’ve achieved over the last six years…. I am happy to hand over the business in good shape and want to thank my team for their dedication and support in our drive to create a great company.

Head of Old Mutual's U.S. fund arm steps down

Old Mutual has been reducing its holding in the U.S. fund unit down to a minority stake as part of plans to split into four parts by the end of next year.

Old Mutual director quits to run for president in Zimbabwe

He joined Old Mutual in September 2013 and served on its group audit and remuneration committees.

Scorpio Founders Exit Firm

Part of Scorpio's success is that it did not grow out of the traditional finance or consulting industry:

Julius Baer: Going Strong in Germany

Welge recently hired Ralf Mielke from J. Safra Sarasin and Jens Wissel from Hauck & Aufhaeuser.

Schroders plans next steps as inflows surge

This resulted in its strong showing in both the gross and net retail sales tables.

Schroders Star Fund Managers Quit – to Launch Own Business

There were high profile fund manager departures at Neptune, Schroders, BlackRock and Axa in June.

Executive Moves