Managers of Wealth

Succession acquires two member IFAs

Wealth management group and consolidator Succession has acquired two of its member IFA firms for £3m, as it seeks to reach £7bn of assets by 2017.

Wendy Dorman appointed IoD Jersey Chair

Members of the IoD Jersey have elected Wendy Dorman as their new Chair for the coming year, following the organisation’s recent Annual Members Meeting.

Northern Trust Asset Management Strengthens Leadership Team

Northern Trust Asset Management today announced two leadership appointments to strengthen its focus on strategic priorities and increase alignment of investment sales and servicing activities around key growth channels.

Natixis strengthens Singapore team, plans to add funds in HK

Her stints also include roles in institutional sales and marketing and product development with Deutsche Asset Management and Société Générale Asset Management in Singapore.

Italy's merchant bank Hires Former Barclays Executive

He Will Lead Financial Services Division of EMEA Corporate and Investment Banking Unit

Societe Generale PB appoints head of Investment Strategy

He will also be responsible for involving the portfolio management teams

Credit Suisse Prosecutor Leaving Justice Department Tax Division

The Justice Department and Keneally didn’t say where she will next work.

Attivo makes double senior hire

We are really pleased to have them on board and confident that our growing client base will reap considerable benefit from their appointments

Francis Maude brings Investec boss and angel investor onto Big Lottery Fund board

Cabinet Officer minister Francis Maude has appointed three new board members to the Big Lottery Fund, the body that distributes money raised by the National Lottery.

European equities chief quits Lombard Odier

Marc Bataillon, head of European equities at Lombard Odier Investment Managers, has quit

Julius Baer appoints UK head of relationship management

Building sustainable organic growth through the hiring of relationship managers is one of the key points of the firm’s long-term growth strategy.

Canaccord Genuity Honorary Chairman Resigns

I would like to thank Peter for his many contributions to the success of Canaccord Genuity in nearly five decades of service

Rathbone Brothers boosts private client team

He had been a director of investment management and head of collectives research at Smith & Williamson (S&W), having joined the firm in 1995.

Everys Investment Management appoints Vince Hawkes to help meet increasing demand for services

Everys Investment Management is a specialist division of Everys Solicitors

Fiducia recruits ahead of DFM launch

He started his career as a research assistant at the Bank of England.

Cardiff IFA hires former banker to lead discretionary arm

The firm’s directors set up the new business to run client money on a discretionary basis

UBS Wealth Management hires adviser from Merrill Lynch

UBS AG's Wealth Management Americas unit said it had hired a financial adviser from Merrill Lynch.

Morgan Stanley Wealth Management has chief in Pittsburgh

He has been based in Pittsburgh for several years

UBS shuffles advisory pack in Europe

To oversee its mergers and acquisitions team in Europe, the Middle East and Africa as Switzerland’s largest bank overhauls management of the business.

CQS hires ex-Standard Chartered MD for portfolio management role

Chorus Capital is a hedge fund specialising in structured credit, set up by ex-Goldman Sachs executive director Gilles Marchesin in 2011.

Executive Moves