Managers of Wealth

Citi Private Bank Strengthens West Coast Team

Citi Private Bank helps clients grow and preserve wealth, finance assets, make cash work harder, preserve legacies, and serve family and family business needs.

Investec poaches Threadneedle UK small cap manager

We are well positioned to meet the requirements of our adviser and wealth management clients.

Legg Mason nabs from JPMAM for UK sales head

Eede says Barry’s reputation will facilitate Legg Mason’s expansion of investment choices for UK intermediary clients.

UK Law Firm Expands Private Office

His experience with international issues complements our client base

Helena Morrissey made a dame; Stephen Lansdown awarded CBE

Included in Queen's Birthday Honours list

Credit Suisse Taps New PR Guru After Pay Snafu

The communications move signals that Thiam acknowledges that the bank made public missteps: the pay scandal had raised the hackles of even the friendliest of City journalists, and drawn international scrutiny.

Swiss bank recruits new MD as it carries on its Asian hiring spree

As it did last year, Julius Baer also has Credit Suisse RMs on its radar

Senior Move at UBS Hong Kong

She will report to Marina Lui

Citi Private Bank Appoints Industry Veteran to Lead its London Based Northern Europe Team

The Private Bank announces two appointments to growing team

Heritage Group announces Non-Executive Chairman

He brings a wealth of experience and connections in the insurance and financial services sectors in the United Kingdom and internationally.

Management changes at Handelsbanken

The appointment is subject to regulatory approval and will be effective from the date of this approval being received.

Merrill Lynch Hires Team of Advisors in New York

They form the Sahlman Jones Group and are joining from Morgan Stanley, where they were responsible for $300 million in assets.

RobecoSAM expands its client relations team

The four new joiners who started at RobecoSAM on May 1, 2017 report to Marius Dorfmeister, Global Head of Clients & Marketing

RobecoSAM expands its client relations team

The four new joiners who started at RobecoSAM on May 1, 2017 report to Marius Dorfmeister, Global Head of Clients & Marketing

Robeco and RobecoSAM announce new organizational setup and a more focused client relations approach in Switzerland

This is a natural step under the new governance structure announced by Robeco Groep N.V. last year whereby Robeco and RobecoSAM became autonomous sister companies.

Hawksmoor boosts London office with Sanlam duo

Hawksmoor opened its London office in April 2016

BNY Mellon Names Global Head of Hedge Fund Services

Hedge fund services industry veteran brings deep experience in delivering innovative solutions

Vontobel Asset Management strengthens presence in Italy with senior hire from Janus

He joins Vontobel from Janus, where he was responsible for the Italian market.

Mourant Ozannes promotes 12 lawyers to Counsel

Six have been promoted in the firm's Guernsey office, four in Jersey, one in the Cayman Islands and one in Hong Kong.

Killik names new wealth planning head

Killik senior executive officer Paul Killik said in a statement: “I am delighted to welcome Svenja to Killik & Co to lead our wealth planning team.

Executive Moves