Managers of Wealth

UK wealth management firm appoints intermediary head

He joins from Brewin Dolphin

Coutts boosts Asia team with seven new appointments

Coutts has hired seven bankers, three from Credit Suisse

Raymond James Announces Private Clients Group Leadership Appointments

He joined Raymond James in 1998 as a branch manager, attracted by the firm's client-centered philosophy and culture of independence.

Quilter Cheviot Grows Following 'Stellar' Performance

The appointment follows a year in which Quilter Cheviot’s Jersey office grew its funds under management by 14%.

Neil Woodford sidelined from his Invesco Income and High Income funds two months before he officially departs

Woodford is leaving after 25 years to head up a new firm called Woodford Investment Management, which is being created on the back of existing business Oakley Capital.

Ted Scott leaves F&C after 30 years

F&C Investments' global strategist Ted Scott has retired after spending 30 years at the company.

Brooks Macdonald International hires Lindsay Bateman

Brooks Macdonald International has today announced the appointment of Lindsay Bateman as Senior Business Development Manager based in their Jersey office

Former UBS chief executive to become chairman of Swiss private equity company

The Zug-based group said the appointment marked the latest stage in its “institutionalisation”

London Financial Vacancies Up 11% Last Month, Survey Says

Salaries for those securing new jobs increased by 15 percent on average in February compared with 20 percent in January.

Ed Nusbaum appointed to second term as global CEO of Grant Thornton

Ed Nusbaum has been appointed for a second term as global CEO of Grant Thornton, it was announced today.

Promotions at KPMG in the Channel Islands

KPMG in the Channel Islands has promoted two of its senior members of staff.

Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team

They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.

Credit Suisse’s Bassman Leaves Wall Street Banks After 30 Years

Harley Bassman, a managing director at Credit Suisse Group AG securities arm who calls himself “The Convexity Maven,” said he is leaving the bank.

Ex-L&G managing director joins HSBC GAM

Former Legal & General Investments managing director Simon Ellis has joined HSBC Global Asset Management in the newly-created role of global head of client segments.

Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team

Cantor Fitzgerald Wealth Partners, LLC, an affiliate of Cantor Fitzgerald & Co. serving the private wealth management market, today announced the expansion of its wealth management team with the appointment of two registered financial advisors

Morgan Stanley vice chairman of Wealth Management Named Chair of ELC

Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group

Westpac appoints deputy CEO

He will work directly with Westpac chief executive officer Gail Kelly on a range of strategic issues.

Citi loses two veteran executives

As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.

Raymond James Welcomes $1.9 Million Team from UBS Financial Services

Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.

UBS Hires Bank M&A Advisers From Goldman Sachs and Credit Suisse

UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.

Executive Moves