Managers of Wealth

Walker Crips boost wealth management team

She joins with more than 11 years’ experience of advising clients on protection, pensions, investments and Inheritance Tax planning.

Morgan Stanley's Wealth-Management Strategy Head Retires

The firm ultimately chose not to show the video, which was the subject of a news report this week by InvestmentNews.

EY Wealth & Asset Management boosts team

He also founded the tax practice and served as audit partner for Deloitte's Grand Cayman practice

Veteran U.S. brokerage lawyer McKay to join Barclays

For the past 12 years McKay was general counsel of Dominick & Dominic

Standard Chartered chief and chairman to leave in dramatic director exodus

Standard Chartered has announced a dramatic exodus of senior management that will see both its under-fire chief executive and chairman leave the struggling bank.

New Standard Chartered Head Has Cautious Image

During a 26-year career in J.P. Morgan Chase & Co.'s investment bank, Mr. Winters developed a reputation as a savvy markets practitioner

Coutts duo joins Arbuthnot Latham

As we enter a new phase of Arbuthnot Latham’s expansion programme, I am delighted to announce the appointment of Rob Stapledon and Michele Coomber to our new commercial banking business .

KPMG Appoints William O'Mara as Global Head of Audit

KPMG International today announced that William O'Mara has been appointed as Global Head of Audit, effective March 1

RBC Wealth Management-U.S. Hires Former J.P. Morgan Executive to Launch Service Focused on Companies and Executives

RBC Wealth Management-U.S. has hired 30-year financial services veteran Nuri Benturk to lead its Corporate & Executive Services group, a new business line that will specialize in serving corporations and their executives.

Highmark, Shikles exit Morgan Stanley to form Mosaic

Two former Morgan Stanley Wealth Management executives, Scott Highmark and Larry Shikles, have left the bank and launched Mosaic Family Wealth, with $800 million in assets under management.

$140M Ameriprise Team Joins Raymond James

Raymond James & Associates hired a team of advisers from Ameriprise Financial Services Inc, a unit of asset manager and brokerage firm Ameriprise Financial Inc .

Wealth Chief To Leave Queen's Bank

The head of RBS' wealth arm is to step down as its owner pursues a sale of Coutts' international operations, Sky News understands.

J.P. Morgan Asset Management taps former exec for director of applied research role

Mr. Griggs was previously a senior portfolio manager at Rogge Global Partners

Global investment manager appoints former SEI exec as Head of MENA

He joins from SEI Investments, where he was since 2006, most recently as Head of Middle East and brings extensive experience of working with the region's leading institutions; sovereign wealth funds, pensions, family offices and wealth management bus

Barclays Chairman to Join Hedge Fund

The chairman of Barclays Plc, will leave the bank in April to take on the same role at Winton Capital Management

Leading administration and corporate services firm strengthen team

We have two outstanding professionals who have the experience and specialist knowledge

Top RBC selector quits to join newly-created consultancy unit

The head of equity fund selection for RBC Wealth Management's discretionary units, Marco Galvan, has left the company

Apex Aua Grows at 31% and Makes Senior North America Appointment

By leveraging Apex’s ability to bring global fund structures to the U.S., Westley will have responsibility for growing Apex’s North American operations and integrating potential acquisitions.

Rathbones makes third senior Smith & Williamson hire

Wells is Rathbones’ third senior hire from Smith & Williamson over the past 12 months.

Former Managing Director of Schroder Trust SA Joins Top Fiduciary Firm

The expansion of the firm’s Geneva-based fiduciary services team also comes in the same year that Saffery Champness marks its 160th anniversary. During that period, it has gained a reputation as a leading private wealth specialist.

Executive Moves