Managers of Wealth

JM Finn poaches four-strong team from Brewin

JM Finn & Co has lured a quartet of senior investment managers from Brewin Dolphin for its London office.

Brooks hires ex Credo strategy head

She was previously at Credo Capital, the private client wealth manager, where she was chairman of the group's investment committee.

Senior Wealth Advisor Strengthens Wealth Management Team In New York

Prior to joining First Republic he worked for US Trust for 23 years, most recently as Managing Director and Private Client Advisor.

Risk Paradigm welcomes industry veteran

Kiefer has been a successful advisor at UBS in the Boston area serving non-profit organizations, philanthropic high-net-worth clients, health care professionals and career professionals in the sports industry.

Swiss bourse operating chief quits

He had been in the role since January 2010, and had responsibility for implementing the company's key strategic initiatives and projects.

BNY Mellon wealth management expands team

DST Global Solutions appoints new Head of Client Relationships for Asia

She brings with her over 20 years’ experience in the Financial Services industry having held a number of senior roles including most recently Regional Account Director at SunGard Global Trading and Deputy Managing Director, Asia Pacific at FTSE.

Ex-UBS Wealth Exec Lands At Manulife

He joined Manulife last month to help develop products for Manulife's new business unit that will specifically cater to high-net-worth clients - those with at least C$1 million to invest. He declined to provide more details about the new busi

MBMG appoints senior private client advisor

Morton is a certified financial planner and a member of the Financial Planning Association of Australia, the highest professional designation available to Australian financial planners. He also holds an Advanced Diploma in Financial Services.

Private Jet Charter appoints new Middle East MD

He has wealth of experience in international aviation and brings with him a range of skills and expertise that will enable him to empower the team to develop the brand and further boost our market share in the region."

GAM raids Quilter to beef up DFM capability‎

The pair will join in the second quarter, charged with developing and managing outsourcing solutions for IFAs.

Hiscox names new head of art and private clients‎

He replaces Austyn Tusler who left the role in November last year ahead of joining Lloyd's syndicate Barbican.

Independent wealth management firm names new principal

A former attorney with ShawPittman, and a CPA with PricewaterhouseCoopers and Ernst & Young's National Tax Department,

Harcourt appoints head of risk ‎

Harcourt’s Chief Risk Officer, Frédéric Berney, has announced that he will be leaving the company on May 31 of this year.

BNP Paribas Jersey appoints Head of Private Banking

She had been with SG Hambros for a decade and was Head of Intermediary Private Banking.

Fledgling wealth management division head leaves

The reason for their departures is not known.

Former Close Wealth Management co-founder to spearhead new private client division

Hartmann Capital, which has derivatives, fund management and fixed income divisions, is broadening its offering to target high and ultra-high net worth individuals.

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.

Executive Moves