Managers of Wealth

Zurich appoints Macquarie vets

Both are respected and well- known leaders in our industry, and bring complementary skills and knowledge across strategy, propositions, business development and service.

Old Mutual Wealth hires ex-regulator to head up risk

He will take over from Kevin Lee-Crossett, who held the joint role of chief risk officer and chief legal officer

Signia Founder Takes Reins At Boutique For New Venture

Dauriac-Stoebe, who co-founded Signia in 2010, has recruited Martin Wilson as head of wealth structuring and Michael Easton as head of client services, roles they held at Signia until leaving in 2015.

Stewart Cowley to join Neptune as fixed income consultant

He left in 2015 to start an investment advisory business, Northfield Strategic Advisors.

J.P. Morgan Private Bank names Middle East market head

She will oversee the firm's Middle East wealth management operations and drive its strategy and growth for the market.

Swiss banking lobby names new chairman

In a statement the Swiss Bankers Association said Scheidt, who has been chairman of Zurich-based Vontobel since 2011, will take over on Sept. 16

Senior Hire For Credit Suisse

Switzerland's second largest bank, who have been bulking up their Thailand offering, have now enhanced their Philippines business unit with a senior hire.

Hurley Partners announces two important appointments

She held senior roles in operations, compliance and project management.

UBS loses advisers with $70M in AUM to Wunderlich

The firm's latest hires will staff a new office in Nashville, Tenn., making it Wunderlich's second office in the area. Irene Griffis, a Wunderlich managing director, says the firm is “excited” to have the duo join the firm.

Former Brown Shipley CIO quits parent firm

With industry sources indicating that his next move is likely to be a return to UK wealth management.

Andrew Chisholm appointed to the Board of Directors of Royal Bank of Canada

Mr. Chisholm joined Goldman Sachs & Co. in New York in 1985 and he served in a variety of progressively senior leadership roles

Yearsley's Wealthclub Expands Team as Firm Gains FCA Approval

The business was set up by Yearsley, formerly head of research at Charles Stanley Direct, and ex-Hargreaves Lansdown pensions expert Alex Davies earlier this year.

Commonwealth Private Bank Promotes from Within

Prior to that role she was the CEO of Count Financial.

Boston Multi Family Office Announces New CEO

Alex is an experienced executive with particular expertise in financial services and technology companies.

Henry Hodgkins Joins Wealth Manager Warwick Butchart Associates

Tucked within the feature on the thoroughly charming firm of financial advisors and wealth managers was the announcement of a return to the fold of Henry Hodgkins.

TriLake Partners Bolsters Team With Credit Suisse Hire

Brunner was previously managing director in the private banking & wealth management division at Credit Suisse in Zurich.

Old Mutual Names Head of Sales

He was responsible for business development specifically focussed on South East Asia markets, conducting business through private banking, consumer and IFA channels.

Credit Suisse’s Naqvi Named Sole Markets Head for Asia Pacific

Who will step down from that role and as Asia-Pacific head of fixed income, the document shows.

Credit Suisse managing director Matthew Tehan has left the bank

Tehan's co-head of debt and derivatives, Michael Tierney, has assumed the role as sole head.

EFG International announces future management structure after closing of acquisition of BSI

EFG International has announced appointments to the Executive Committee and a new management structure for the combined EFG and BSI business, which will become effective as of the date of the closing of the transaction.

Executive Moves