Managers of Wealth

US's Pershing Names New CEO

Dolly is a member of Pershing's executive committee and BNY Mellon's Operating Committee. Over her 25-year career at Pershing, she has held numerous leadership roles prior to becoming Pershing's COO.

GFT Group expands Legal, Regulatory and Compliance Practice

He has also been a Client Relationship Manager at Deutsche Bank, Asset Wealth Management; and an Institutional Broker.

JP Morgan Private Bank Appoints Emea Equities Head

JP Morgan Private Bank has appointed Diana Robinson as head of equities for Europe, Middle East and Africa

Swiss private bank appoints head of financing for Asia Pacific

He will be based in Hong Kong.

RBC names BNP’s Raffaele Prencipe to head London financials trading

Research analysts were shifted to specialist strategist roles within RBC’s fixed-income and currencies operations.

Ashcourt Rowan investment solutions head exits to join RSMR

Prior to that, he worked in a similar role at pension firm Pointon York for three years.

Credit Suisse hires APAC Financing head, centralises region's あ㈥nancing platfor

The Swiss lender has appointed a former Standard Chartered (StanChart) senior staffer as its head of financing, Asia Pacific, based in Hong Kong. The new joiner will lead “existing capabilities” to form one Asia Pacificc Financing team. In an

Schroders strengthens convertible bond team with new hire

Stefan joins Schroders from Man Investments CH AG where he was responsible for managing the Man Convertibles Europe Fund.

UBS bolsters wealth arm with ex-Brevan Howard partners

This is the first time at UBS Wealth Management that we have actively looked to focus on the more shorter-term horizon with respect with directional and relative value trades

Ex-Bestinvest CIO reappears at 'financial architects'

Graham Frost left Bestinvest in 2012

Aberdeen CIO to take over helm at rival M&G Investments

Her appointment reflects well on Aberdeen and on the wealth of talent we have working at the Company.

Standard Life Wealth appoints new Charities Specialist

The new role of Charities Specialist creates a dedicated resource for the Charities Team at Standard Life Wealth and recognises the distinct needs of charities, addressing both investment solutions and charity governance.

JP Morgan Private Bank appoints Emea equities head

She replaces Leondro Vetri who held the role for 10 years and has now left the private bank.

Chanel lost a little bit of its chic.

Due to “differences of opinion” over the company’s direction.

Two senior staff moving on from roles at OM Wealth

This was a result of the “evolving management structure” within the wealth business and after “careful consideration.

One of Goldman Sachs most senior executives in Asia is reportedly moving to the US

Goldman’s Southeast Asia chairman Tim Leissner is believed to be moving to Los Angeles with his wife — former model Kimora Lee Simmons

Morgan Stanley Hires Schwab's Top Digital Advice Executive

Neesha Hathi, head of technology for Schwab Advisor Services, will take over Hassan’s role in investor services

Brewin Dolphin boosts Glasgow arm with Brown Shipley hire

She had worked at the private bank since 2008, first as a senior private client manager and later a private client director.

Morgan Stanley Names Schwab's Hassan as Wealth Digital Head

She held a succession of executive positions, including chief operating officer of Charles Schwab Bank

Towry CIO steps down

Towry is currently embroiled in a four-way bidding war after it was put up for sale by private equity owner Palamon Capital Partners. Interested parties are all believed to be from a private equity background.

Executive Moves