Managers of Wealth

Winterflood Management Changes

Julian has been part of the Winterflood team since its inception in 1988, and chief executive since 2008.

Former SEC Chief Accountant Jaime Eichen rejoins EY

She also worked in EY's Professional Practice Group where she assisted in providing technical consultations to the asset management practice

RBC Wealth Management Appoints Head of Distribution in British Isles

RBC Wealth Management, part of Royal Bank of Canada, today announced the appointment of Antony Johnson, to the position of Head of Distribution, RBC Wealth Management International.

Fidelity sales manager resigns

He covered wealth management clients for the group in northern England and Scotland has left the asset manager

Saracen hires former Alliance Trust fund manager

The firm has also recruited Nick Jordan from Ignis to enhance its distribution reach with wealth managers.

Bordier appoints Director of Commercial Activities from Close Brothers

He will have responsibility for further building Bordier (UK)’s

BNY Mellon appoints Bill Burnett to wealth management team

Burnett will report to Managing Director Luis Castellanos.

Julius Baer's Monaco CEO to step down

The chief executive of Julius Baer’s two entities in Monaco has stepped down in order to fully focus on acquiring and servicing clients for the company.

BNY Mellon Wealth hires ex-Barclays non-dom specialist

BNY Mellon Wealth Management has appointed Yolande Escher as a wealth director for Europe, focusing on sales and business development within the region.

Mirabaud bolsters Swiss equities division

He previously led the Swiss equities team at Lombard Odier

Stanhope Capital hires ex-Newton man for charity push

Mesquita also established, in partnership with Farrers and haysmacintyre

New CIBC FirstCaribbean Country Manager appointed in the British Virgin Islands

He would later head the team of Wealth Management professionals as Director for that line of business in the Cayman Islands while also retaining pan-Caribbean responsibility for the Wealth Management sales management division.

Nomura appoints Amanda Chen as Deputy Head of Wealth Management for Asia ex-Japan

Her appointment underlines Nomura’s ambition to further grow its Wealth Management business in Asia including Japan.

Brewin directors move to Rathbones for Glasgow office launch

Brewin Dolphin’s Angus Kerr, Lindsay Strachan and four colleagues are moving to Rathbones to set up a new Glasgow office for the wealth manager.

Corporate financier quits Rothschild for PwC

Accountacy Giant PwC has appointed a top dealmaker from Rothschild to lead its corporate finance business in Yorkshire.

Investec appoints Florian von Hartig debt capital markets head

He joins from Standard Bank

BlueBay Asset hires Katherine Wentrup-Estupinan as sales director

In her new role, she will support the growth of BlueBay's alternatives business

RBC’s Head of European Credit Trading Ian Pearce Said to Depart

The person who answered Pearce’s office telephone, who didn’t give his name, said Pearce had left the bank.

Aberdeen Asset Management appoints corporate governance chief

Paul Lee has been appointed head of corporate governance at Aberdeen Asset Management.

Nilesh Shah quits Axis Capital, to join Kotak AMC as MD, CEO

Nilesh Shah, the MD and CEO of Axis Capital, has put in his papers.

Executive Moves