Managers of Wealth

Top Lawyer Swaps Credit Suisse For Rival UBS

The top lawyer at Credit Suisse's wealth management division is leaving to join the private banking business at Swiss rival UBS.

Brown Shipley's Doran Given Group Role In Management Shake-up

Brown Shipley chief investment officer Kevin Doran has been named as parent firm KBL European Private Bankers’ group head of research and strategy ahead of a Brown Shipley senior management shake-up.

RBC Wealth Management appoints ex-Coutts senior banker

Based in Hong Kong, Tang joined in January and reports to Ignatius Chong, who was recently appointed to the role of market head, Greater China.

Close Brothers Asset Management makes key hires

Penny Lovell, Head of Private Client at CBAM, comments: ‘We have identified a group of individuals who will help us in the next stage of our growth strategy. Shirley and Jonathan both bring extensive private client and professional intermediaries ex

Bridgewater Heir Apparent in Talks to Give Up Co-CEO Role

Greg Jensen, presumed successor to Ray Dalio, may take on changed role

UBS names August Hatecke head of wealth management South East Asia

He will report to Edmund Koh, head of wealth management Asia Pacific

Psigma global equity head Tim Gregory steps down

There will be no like-for-like replacement for the head of global equities role and Gregory’s responsibilities will be divided between the team.

Sei NAmes New Head Of Institutional Group

Former Head of Sales for Institutional Group Brings More Than 20 Years of Experience in Institutional Investing to New Role

James Brearley & Sons hires for southern push

He was previously head of business development at AJ Bell Securities, where he helped grow the firm’s assets under administration to £12.1 billion.

Leadership Team Investments Continue at FolioDynamix With New Head of Marketing

Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team

US's Pershing Names New CEO

Dolly is a member of Pershing's executive committee and BNY Mellon's Operating Committee. Over her 25-year career at Pershing, she has held numerous leadership roles prior to becoming Pershing's COO.

GFT Group expands Legal, Regulatory and Compliance Practice

He has also been a Client Relationship Manager at Deutsche Bank, Asset Wealth Management; and an Institutional Broker.

JP Morgan Private Bank Appoints Emea Equities Head

JP Morgan Private Bank has appointed Diana Robinson as head of equities for Europe, Middle East and Africa

Swiss private bank appoints head of financing for Asia Pacific

He will be based in Hong Kong.

RBC names BNP’s Raffaele Prencipe to head London financials trading

Research analysts were shifted to specialist strategist roles within RBC’s fixed-income and currencies operations.

Ashcourt Rowan investment solutions head exits to join RSMR

Prior to that, he worked in a similar role at pension firm Pointon York for three years.

Credit Suisse hires APAC Financing head, centralises region's あ㈥nancing platfor

The Swiss lender has appointed a former Standard Chartered (StanChart) senior staffer as its head of financing, Asia Pacific, based in Hong Kong. The new joiner will lead “existing capabilities” to form one Asia Pacificc Financing team. In an

Schroders strengthens convertible bond team with new hire

Stefan joins Schroders from Man Investments CH AG where he was responsible for managing the Man Convertibles Europe Fund.

UBS bolsters wealth arm with ex-Brevan Howard partners

This is the first time at UBS Wealth Management that we have actively looked to focus on the more shorter-term horizon with respect with directional and relative value trades

Ex-Bestinvest CIO reappears at 'financial architects'

Graham Frost left Bestinvest in 2012

Executive Moves