Managers of Wealth

Close Brothers Asset Management expands financial planning team

Debbie joins the financial planning team under Craig Heath, Practice Director, to help expand the comprehensive financial advice and planning offered in the region.

Former BNP Paribas Wealth Management senior banker resurface at DBS

Shum is believed to be covering the Greater China market once again.

Ex-Adam Street partner joins Chinese wealth and asset manager as Co-CIO

He brings more than 20 years of experience in global private equity investments, most recently as Partner and member of the global investment committee at Adams Street Partners.

Tracey McDermott to Leave Financial Conduct Authority in July

Mr. Wheatley, who had headed the Financial Conduct Authority since its inception in 2013, announced in July that he planned to leave the financial regulator.

Standard Life Wealth business management head exits

The shift was prompted by former head of business management Karen Storie’s decision to take what SLW described as a ‘career break’ after 14 years with the firm.

HSBC Private Bank announces newly-created global head of SEA role

He will be based in Singapore, reporting to Guy Harvey-Samuel

Malcolm Cutts-Watson to advise Cim Global

Cutts-Watson has more than 30 years of experience in the captive management industry.

7IM searches for new COO as Paton retires

Seven IM said that it is in the process of lining up a replacement

Falcon Private Wealth London expands team

Falcon Private Wealth reinforces its commitment to emerging markets.

Liontrust gets its paws on European manager Olly Russ

Citywire A-rated European income fund manager Olly Russ joins Liontrust as Argonaut Capital, the boutique he co-founded, restructures.

Julius Baer names Asia head of wealth and tax planning

He will be based in Hong Kong, previously worked at Credit Suisse Trust for 11 years and was most recently Global Head, Wealth Planners.

RBC WM’s emerging markets COO leaves

He was regional chief financial officer and COO for private banking in Asia.

J. Safra Sarasin hires new Singapore CEO

He joins the Swiss-headquartered private bank as its new Singapore CEO and head of the Southeast Asia business, eBective April 1, 2016

Bordier & Cie makes key hire for financial planning launch

Skerratt-Williams has over 30 years’ experience in the industry.

Barings expands fixed income team with RBS hire

Based in London, Mangwiro will report to Nigel Sillis, the firm’s recently appointed head of research.

J.P. Morgan Private Bank's market manager for North Asia exits

A former DBS banker, has left his position as managing director and a market manager for North Asia covering the bank’s high net worth segment.

Investec Wealth & Investment names new UK MD

Investec Wealth & Investment has appointed Tom Street to the newly-created position of managing director, IW&I UK.

Northern Trust Asset Management Strengthens OCIO Team

Jessica Hart to Lead Retirement Practice, Senior Investment Talent Added to Support Growth in Retirement, E&F, Global Family Office Outsourcing Mandates

Ex-UBS Chief In Frame To Head Bank Watchdog

Former executive at Deutsche Bank and UBS, is being considered for the top job at the PRA, Sky News learns.

Swissquote to Appoint Beat Oberlin as New Board Member

The board of Swissquote is about to be refreshed with the appointment of a banking industry veteran.

Executive Moves