Managers of Wealth

Aldermore chairman to resign to focus on Old Mutual Wealth role

Glyn Jones to focus on chairing Old Mutual's wealth arm

Sarasin Hires from Julius Baer

He had been a Managing Director since 2010, and was named to the Presidents’ Club in 2014 and 2015.

Architas hires from SEI for managed portfolio launch

At Architas she will work with advisers to explain the firm’s products and services, with a particular focus on the managed portfolio service.

Glyn Jones signals exit from Aldermore

Jones has decided to step down from the boardafter his appointment as non executive chairman of Old Mutual Wealth

BMO Wealth Management Welcomes Brandon Williams to BMO Private Bank

BMO Private Bank provides high net worth individuals, families and organizations, including closely-held and family-owned business.

Swiss private bank poaches from high fashion

In her role, she will also directly oversee events, publications, editorial content and client experience.

New financial advisors appointed at Bath-based Epoch Wealth Management

Bath based Epoch Wealth Management has strengthened its growing team of financial advisers with two new appointments

Quantum Global Adds Ex-Prime Minister of Mali and Leading Swiss Lawyer to its Advisory Board

A corporate governance expert, Dr. Ladner is now an investor and strategic adviser with seats on a variety of Boards.

Credit Suisse Lures Asia Banker from UBS

Kourteff has managed financial planning teams in North Asia as well as brokers supporting wealth planners and client advisors covering South Asia, according to his LinkedIn profile.

Lombard Odier Fixed Income Expert Departs

annik Zufferey had taken over as fixed income investment chief as part of that revamp.

Robertson Stephens appoints new MD

RSAM’s fund is a tax-efficient solution for employees of growth-stage companies looking to exercise options or generate liquidity for personal use.

Rowan Dartington sets up shop in Edinburgh with Tilney man

The Edinburgh appointment is the latest in Rowan Dartington’s series of hires this year, in an effort to expand its footprint across the UK.

Ex-UBS Executive Director Joins HSBC

A former Executive Director UBS moved to HSBC to take up a senior role

Edmond de Rothschild’s Euro chief exits after one year

The move comes in the wake of Grabowski leaving the company to pursue other opportunities after spending over 20 years at the bank, according to one of the firm’s spokespeople.

Rathbones head of investment management made redundant

He took up his current role in 2012.

Miton's Chimes joins Liontrust as head of global distribution

Liontrust has hired new head of global distribution

Timothy Tse resigns as CEO of Hong Kong fund house Value Partners

Value Partners’ founder and chairman Cheah Cheng Hye will serve as interim

HSBC names Dame Clara Furse as boss of new ring-fenced HSBC UK

She has served for the last three years, as a result of her new position.

RBC Wealth Management invests in new alternative investments strategy with key hire

He was also Series 3 licensed with the Commodity Futures Trading Commission.

Tilney Bestinvest names new tech partner

The new integrated tech platform will support financial planning, portfolio management, trading and market data, multi-channel client engagement and reporting.

Executive Moves