Managers of Wealth

Suncorp in Changes to Wealth Leadership Team

David Carter has been appointed as Chief Executive Officer (CEO) Banking and Wealth.

Lloyds is hiring a fintech 'tsar' — here is the job description

Lloyds is offering a salary of between £81,900 and £109,200 for the role

Former Oliver Wyman consultant appointed CIO at UBS

He holds a Master of Arts in Philosophy, Politics and Economics from the University of Oxford.

Appointments to the Societe Generale group management committee

The Group’s expertise in the UK ranges from corporate and investment banking to private banking, asset management, and securities services, as well as specialised financial services including vehicle and equipment finance.

Deutsche AM star to join rival as CIO

These strategies will now be run by Citywire A-rated head of German, Austrian, and Swiss equity teams.

J.P. Morgan Private Bank taps ED for Nashville office

He held leadership roles including head of trading, director of research and head of equity capital.

Lombard International Introduces Transatlantic Solutions Team

These families have specialized needs and are subject to increasingly complicated tax, legal, currency and planning issues.

Swiss Funds Association Names Head of Asset-Management Platform

Grand plans paltry results was what observers were forced to conclude after four years of planning.

BVI Finance hires business development director

He will also promote the BVI as a leading international finance centre, and support initiatives aimed at maintaining and developing new relationships with key stakeholders locally and internationally.

PIMCO in Wealth Management Push

PIMCO has named a new Head of Hong Kong Retail and made other changes to its Global Wealth Management team

Fairway Group looks further afield with new BD role

He has been a consultant for the group for the past 10 months, assisting in the development of new business for Fairway Group and its connected chartered accountancy firm, Bracken Rothwell Limited.

Brown Shipley hires Investec man for Edinburgh arm

Ryan Caines joins from an investment assistant role with Investec Wealth & Investment

Deloitte announces 623 new partners globally

Deloitte also saw a significant increase in the number of new female partners globally over the last year.

Bruno Bagnouls Appointed Managing Director Of TMF Luxembourg

Luxembourg Private equity services Real estate investment administration Structured finance services Fund Administration

Danske Bank appoints new head of Personal Banking

Personal Banking has seen a very positive trend with higher customer satisfaction and improved financial results.

Virtus Partners Makes Three Senior European Hires

He has also spent time in his career at IFS, Macquarie Bank and Ernst & Young.

Major Reshuffle at Credit Suisse Asset Management

Eric Varvel has now presented a thorough reshuffle of his management team with an organizational adjustment

New Marketing Head for Julius Baer

Florence Rollet joins Julius Baer

Jersey practitioners elected to STEP Council

She is also a Client Services Director at First Names Group.

Goldman Sachs AM Closed-End Funds appoint Caroline Dorsa to the Board of Trustees

Prior to becoming Chief Financial Officer, she was a member of PSEG’s Board of Directors and a member of its Audit, Corporate Governance and Finance committees for six years.

Executive Moves