Managers of Wealth

NAB Group CEO announces changes to Group Executive Leadership Team

These individuals will assume their leadership roles immediately.

Raymond James Hires Financial Advisors from UBS

The team, known as Rogers Norton Wealth Management Group of Raymond James, joins from UBS Financial Services in Portland, where they managed more than $200 million in client assets and had annual fees and commissions of about $1.9 million.

UK's oldest, independently owned private bank recruits HSBC Private Bank director

The independent private bank was founded in 1672

Brompton appoints multi-asset head

John’s remit will be to lead the expansion of Brompton’s multi-asset business.

UBS UK chief said to leave

The chief executive of UBS's British operations is to leave the bank at the end of September

Giles Hargreave steps down as CEO to focus on funds

The firm has got a lot bigger over the years and we now employ 180 people

Former President of Merrill Lynch Global Wealth Management Joins largest international partnership of independent wealth management firms

Newest Focus Board Member Brings More Than Three Decades of Experience from Wall Street Firm

Barclays Wealth looses Greater China head

Further staff changes are expected shortly.

Leading investment manager appoints Head of Private Client, Trust Bank & Family Office

Leading investment management company, today announced it has made a substantial move forward in the evolution of its distribution organization with two new hires.

Former senior Rothschild exec to head up Evercore European unit

This new business expands the services that Evercore can provide to existing and new clients in Europe and will form a core part of our offering in conjunction with strategic and mergers and acquisitions advice.

Towry makes four executive promotions

Towry has promoted four of its senior partners to executive partners.

Simon Murray joins forces with ex-UBS chair for advisory venture

Two of the biggest names in the City, former Glencore chair Simon Murray and ex-Abbey National chief executive Luqman Arnold, have joined force to launch a boutique advisory business.

Van Lanschot announces change in Supervisory Board

He has been a member of the Supervisory Board since 2007.

Former Barclays Family Office head resurfaces in key role

She was most recently Global Head of Key Clients and Family Offices at Barclays Wealth and Investment Management in London.

Le Poidevin to leave Guernsey Finance

Le Poidevin joined Guernsey Finance as Technical Director and Deputy Chief Executive in early 2011 and succeeded Peter Niven as Chief Executive in July 2012.

Deutsche Asset & Wealth Management names active head

He replaces Wolfgang Matis

Cantor Fitzgerald Europe names consumer and retail director

Cantor Fitzgerald Europe, a leading global financial services firm, is pleased to announce the appointment of Eric Bourguignon as Director of Consumer & Retail in the firm’s expanding Corporate Finance team.

MDs exit Canaccord after pocketing bonuses

Three sector specialists at managing director level are in the process of leaving Canaccord Genuity, days after pocketing their bonus.

Ashcourt Rowan intermediary head leaves after four months

He joined in March and was formerly Brewin Dolphin intermediary business development manager.

Director promotions at Saffery Champness Switzerland

Alongside Mr Belhomme, Mr Tucknott is responsible for the operating companies in the Geneva office

Executive Moves