Managers of Wealth

Sterling Bank Names Wealth Management Director

She and her team work with the mass affluent market to help individuals and families grow, manage, protect and transfer wealth.

William Blair names new Director of Private Client Advisors

A 16-year veteran of the retail wealth management industry, has extensive business development and expansion experience. He spent the last nine years at Morgan Stanley Smith Barney

Premier hires ex-Omam sales chief Simon Wilson

Fomer head of sales and marketing at Omam to spearhead marketing at Guildford-based fund manager.

Merrill advisers go independent, join Concert Wealth

He said he made the move to be able to have greater independence in offering financial planning and investment advice more in line with his clients' interests, rather than feel pressured to push any particular bank products to them.

Canaccord names senior energy banker Asia head

He was head of resources and energy banking at HSBC and head of natural resources investment banking at Deutsche in the Asia Pacific region, Canaccord said in announcing his appointment.

Ex-UBS exec Hulme leaves Optimus Capital

The reasons for his departure are not known

ANZ announces three senior appointments

ANZ today announced three senior appointments reporting to CEO Australia, Philip Chronican.

Jupiter hires head of private clients from Schroders

The 24-strong private client team has doubled assets under management to some £1.8bn during the past four years by delivering strong performance and high service standards.

Investec unveils energy team

Investec Asset Management has announced the arrival of energy investment specialists Charles Whall and Tom Nelson, who start this week following the departure of Jonathan Waghorn and Mark Lacey earlier in the year.

Wells Fargo hires from Morgan Stanley, UBS, Chase

Wells Fargo & Co has bolstered its independent broker force with the addition of three veteran adviser teams from rival firms Morgan Stanley Smith Barney, UBS Wealth Management Americas and Chase Bank.

Citi's Southeast Asia financial institutions head resigns

He has also worked for RBS and ABN AMRO, joined the firm in early 2011.

Arbuthnot Latham hires Coutts man for financial planning push

He joins Arbuthnot Latham from Coutts & Co where he was Senior Financial Planning Specialist.

Premier Asset Management appoints new Marketing Director

He joins from Old Mutual Asset Managers where he was Sales and Marketing Director.

Northern Trust appoints APAC Business Development Head

has 15 years of banking industry experience and joins Northern Trust from Citi Transaction Services, where he was most recently Director Head of UK Investor Services Product.

Deutsche Bank Forms Executive Committee For Integrated Asset & Wealth Management

Deutsche Bank announced today the Executive Committee for its integrated Asset & Wealth Management division.

James Hambro hires UBS Wealth Management portfolio manager

Prior to UBS Wealth Management, where he worked since 2007 and was responsible for assets under management of more than £500m, he spent five years at HSBC Investment Management as director and team leader in the UK private client business.

UBS Co-Head of European Credit Sales departs

He started his career in 1992 and spent 10 years at Deutsche Bank before joining UBS.

Barclays lands Morgan Stanley NYC broker team

Barclays' Wealth and Investment Management division is the largest wealth manager in the United Kingdom by client assets

Deutsche Bank Layoffs and Bonus Cuts Could Trigger Exodus

"Deutsche Bank aims to emerge as a long-term winner from the fundamental shifts taking place in the banking industry," said the two leaders.

UBS Newcastle office hit by defection of key staff

In the wake of the resignations, UBS has opted to bolster the local team with the relocation of regional heads Jonathan Brown and head of investment management UK, Paddy Lewis.

Executive Moves