Managers of Wealth

National wealth manager appoints new Exeter head

The national wealth manager’s Exeter office has tripled its staff headcount to nine since opening.

Hillary Clinton among contenders for World Bank top job

US Secretary of State Hillary Clinton and former White House economic adviser Lawrence Summers are two leading candidates to succeed World Bank President Robert Zoellick when he leaves in June, said two people familiar with Obama administration discussion

Top Citi executives to join Infoline's wealth management arm

Close to a dozen senior-level executives from Citibank will join the local brokerage India Infoline's wealth management arm which offers personalised services like asset allocation and portfolio management to well-heeled investors.

Quilter hires investment manager from Towry

He will report to Vanessa Walduck, executive director at Quilter, and will manage portfolios for private clients, trusts, charities and smaller pension funds.

US Wealth Manager boosts board

He was a partner in the leading international law firm, Cleary Gottlieb Steen & Hamilton LLP, for twenty-three years

Independent wealth management firm names senior investment analyst

Simpson has served as Gresham's senior investment analyst since joining the firm in May 2005.

ABN AMRO may cut 15 percent of jobs at clearing unit

The job cuts, which mostly take place at the custody and brokerage operations, also aim to make ABN AMRO more cost-efficient, focus more on customer needs and remain competitive in a market where margins can be small, an ABN AMRO spokesman said.

ANZ reshuffles senior management

ANZ Banking Group will reshuffle its senior management, including the internal appointiment of a new chief financial officer.

Merrill Lynch Wealth Management Strengthens London Office

Merrill Lynch hires advisers from Barclays Wealth and Goldmans

UK based chartered accountants hire Coutts' man to lead financial planning

He will oversee a team of seven investment advisers and is tasked with substantially increasing the team's revenue by 2015.

Guernseyman takes up head role for Praxis Group in Switzerland

He will focus on developing the Swiss market for the group as well as activity in several other jurisdictions.

Beverly Hills wealth firm scoops Morgan Stanley adviser

At Morgan Stanley he focused on wealth building and capital preservation for private clients and charitable foundations.

Deutsche Bank names Chief Global Strategist

In his new role, he reports to David Folkerts-Landau, Global Head of Research.

McLean & Partners Wealth taps new president

To broaden the leadership of the organization, Brent McLean has appointed Kevin Dehod as President. Brent will continue his role as Chief Executive Officer, as he focuses his time on the strategic direction and vision for McLean & Partners.

Alliance Trust Savings chief exec resigns

The group said it was now “well placed to take advantage of the opportunities in the growing retail savings market”

Paragon boosts board panel with latest hire

More recently he has taken a lead role in the Group's strategic development and, in particular, in the portfolio acquisition programme through the Group's subsidiary, Idem Capital.

UBS trims Zurich FX team

UBS, the world's third largest FX dealer, has made two currency strategists at its Zurich head office redundant, as the Swiss giant continues to streamline its investment banking operations.

Newton Strengthens Fixed Income Capability

He joins Newton from Standard and Poor's

Barings adds to multi-asset team ‎

She has eight years of asset management experience and joins from TT International Investment Management in London where she was an equity analyst. Prior to this, she was a risk and performance analyst at the same firm.

Israel's Bank Leumi names new CEO‎

Brodet said, "I am convinced that through her ability and talent, she will lead the bank to major achievements."

Executive Moves