Managers of Wealth

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.

Investec Wealth researcher to join Peel Hunt

He will leave next month to join the broker

DeChellis joins Israeli venture firm as president

The Israeli company was founded by American-born entrepreneur Jon Medved. Its chairman, Steven Blumgart, was the former codirector of Glencore International Plc's aluminum division.

EM equity manager exits Swiss group

Alternative Ucits emerging market equity specialist Iain Cartmill has left GAM Asset Management

Canaccord Genuity Wealth Management appoints intermediary investment director from UBS

“Nick brings with him a wealth of experience, understanding and industry knowledge that will prove invaluable as we look to expand our presence in the intermediary arena compounding our commitment to delivering a fully integrated, solutions driven i

Channel Islands-based trust and corporate services business appoints new MD

He has now come on board to drive the new shared strategic vision and provide common leadership to our trust operations across the Channel Islands.

Former Credit Suisse private banker joins Lebenthal

Most recently he worked at Credit Suisse Private Banking

BNY Mellon Appointed as Depositary by Burberry

BNY Mellon, a global leader in investment management and investment services, has been appointed by Burberry Group plc as the successor depositary bank for its American Depositary Receipt (ADR) program

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