Managers of Wealth

EFG International appoints global segment head

EFG International has long been active in this segment, across its international network, but the appointment of Amrit Uppal will facilitate a more coordinated approach and reflects ambitious plans to grow.

SGPB Hambros grows new adviser team

He is leading a 12-member team which will form the new advisory division

Head of Barclays' wealth management arm quits

“Pete will continue to lead the business until his successor is appointed and the search is already underway.”

Cantor Fitzgerald Wealth Unit Lures Merrill Vet

Cantor last year started offering wealth advice for individual investors

Edmond de Rothschild hires COO

He will also be in charge of coordination with the group's divisions and will sit on the executive board of Edmond de Rothschild Asset Managemen

Newton chief executive to chair UK fund body

To mark the merger, the IMA will change its name to The Investment Association with effect from the beginning of 2015.

City Financial hires Coombe as CFO

In his new role, Coombe will lead City Financial’s finance, operations and client services, regulatory compliance, legal, technology, facilities and human resources teams.

JP Morgan Private Bank hires Johim's Novis as exec director

JP Morgan Private Bank hired Edward Novis from JO Hambro Investment Management as an executive director and senior investor within its endowments and foundations group.

UBS Global Wealth Management announces new Asia Paciﬁc head of investment fund distribution

He joined UBS’ Products & Services Consulting unit in 2006

Property fund recruits NAMA's former asset chief

THE former head of asset management at state-owned NAMA is to join property investment fund IPUT.

Swiss Private Bank builds out Munich office with seven new hires

Opened the Munich office in March 2014, it is a branch of its German main office in Frankfurt

Coutts adds three to its Middle East advisory board

Coutts' Middle East Advisory Board was created in October 2013 to help broaden and shape the firm's ambitious plans, aiding hiring and improving performance by strengthening client relationships.

Merrill's Thiel ramps up recruiting

After a steady reduction in its brokerage force, Merrill Lynch is again adding numbers to its "Thundering Herd."

EFG International makes senior appointment

EFG hires from Credit Suisse for top Europe role

BNY Mellon has appointed three new senior executives

BNY Mellon has appointed three new senior executives to its wholly owned accounts provider, HedgeMark

Thomas Miller appoints new Head of Private Investment Management in the UK

Thomas Miller Investment has funds under management of approximately £2.6 billion and manages tailored investment portfolios for insurance mutuals, charities, pension schemes, governments and private clients.

Thomas Miller appoints new Head of Private Investment Management in the UK

Baker Tilly hires new UK COO

He will continue to be a member of both the national management group and the executive board of Baker Tilly.

Anderson Strathern poaches Harry Morgan

Anderson Strathern Asset Management has hired Harry Morgan, formerly of Thomas Miller Investment Management and Adam & Co, as chief investment officer.

Wealth Management Systems appoints VP for strategic partnerships

He joins WMSI as Vice President of Strategic Partnerships to further distribution of the firm’s platform, financial education and planning services through the development of strategic partnerships and targeted channels.

Executive Moves