Managers of Wealth

Charles Stanley hires ex-Brewin divisional director

Charles Stanley has been on a significant hiring push across its regional offices this year.

Mirabaud AM's Europe star Nicholson to retire

Fitzgerald joined from Credit Suisse, where he was a sell-side broker.

OneLife appoints new CEO to drive global growth ambitions

He will report to Thierry Porté, Executive Chairman and Director of OneLife.

Goldman Sachs to Relocate Dubai Banker Mazen Makarem to New York

Goldman Sachs is among major Wall Street firms that are stepping up their courtship of retirement funds and other large pools of money to push trading, investments and acquisitions through their banks.

Merrill Ousts Star Chicago Broker Whose Team Includes Niece of Firm’s Wealth Boss

The team’s website lists Lee as a managing director and Caitlin Sieg, an assistant vice president, as the only other member with a corporate title.

Credit Suisse Shuffles Investment Experts

The move represents a bump up for Koo, the Zurich-based bank's former head of investment management in Hong Kong.

Deutsche Bank Taps Career Insider Kuhnke for Key Operations Role

He’ll continue to report to Sewing in the latter’s new role as chief executive officer.

UBS AM investment solutions PM to exit

According to a source familiar with the matter, Brides has taken over as sole head of the investment solutions portfolio management team.

Goldman Taps Mallory to Head Unit Targeting America's Super-Rich

A representative for the bank confirmed the new role for Mallory.

Morgan Stanley's Graystone leader exits for asset manager

A Schroders spokeswoman confirmed Brookman’s hire.

Fulcrum Asset Management expands systematic team

This new role will support the growth of Fulcrum’s systematic strategies business, which currently has assets in excess of $2bn.

Geneva-based boutique to expand with new hires

Alpha Global Wealth focuses on managing the assets of expatriates who live and work in Switzerland.

Tilney appoints Jonathan Asquith as a Non-Executive Director

Following the establishment of Deutsche Morgan Grenfell he served as both Chief Financial Officer and Chief Operating Officer.

Citi Private Bank appoints Global market manager for Thailand, Malaysia and Brunei

Prior to his latest appointment, Morse was a team leader for the Singapore, Thailand and Malaysia markets at JP Morgan Private Bank, where he had worked since 2011.

Raymond James Appoints Head of Global Equities

He developed and implemented processes that helped to substantially grow equities revenues and improve overall key account rankings.

Aberdeen Standard Focuses on Indonesia

Global and regional wealth managers are moving to tap the burgeoning Indonesian wealth market.

Schroders strengthens fixed income team

In this role he managed Schroders' fixed income execution with a team of 20 specialist traders across four regional desks.

Old Mutual bosses step back as managed separation finalised

Old Mutual Limited is the new holding company for Old Mutual Emerging Markets, a holding in Nedbank and the residual Old Mutual plc.

Rowan Dartington to consolidate teams in new Taunton office

These small hubs will close once the regional centre opens.

Berkeley Alexander appoints ex-Sterling head of HNW Affinity to launch HNW division

He will work in partnership with managing director Geoff Hall, Berkeley Alexander’s business development and sales teams, and its affinity partners.

Executive Moves