Managers of Wealth

Smith & Williamson appoints ex-Fidelity finance chief

He spent 17 years at the US and Canada branches of the investment giant, latterly as a senior vice president and chief financial officer.

Filipino exec named Maybank regional investment banking head

He is currently president and chief executive officer of the Malaysian banking giant’s Philippine investment banking unit Maybank ATR Kim Eng Financial Corp.

Smith & Williamson appoints leading private client tax specialist

A leading private client tax specialist is joining the Bristol office of Smith & Williamson, as it aims to become the “highest rated private client office in the South West”.

Baker Tilly Investment Advisors Lands Senior Portfolio Manager

He retains a large network of contacts in the Midwest, which Baker Tilly believes will be useful in expanding its practices beyond the $1.25 billion in assets that it currently manages.

Wegelin boss gives up NZZ role after U.S. tax probe

The head of Wegelin -- Switzerland's oldest private bank and which the United States has indicted for helping clients dodge taxes -- is standing back from his role as chairman of the country's influential Neue Zuercher Zeitung daily.

Senior figure leaves Quilter

The deputy manager for the managed portfolio service will take over responsibility for its management.

Citi names new Asia management structure

Citigroup Inc's Asia-Pacific chief executive announced a new management structure on Wednesday

Leading UK Stockbroker hires ex BNP Paribas UK wealth head

This newly created role will position him to guide Walker Crips through the next phase of its development and to promote the growth and expansion of its private client business.

Rowan Dartington hires new business development director

Rowan Dartington offers the Signature direcretionary investment management service to advisers.

Washington Wealth taps industry veteran as director of global research

Industry Veteran Brings Expanded Global Outlook and Management Experience to the Firm

Heritage International Fund Managers makes a host of new appointments

Heritage International Fund Managers Limited (HIFM) continues to develop its services and has made a host of new appointments.

Swiss private bank to lay off 35 staff in APAC

The bankemploys around 6,500 people in the Asia-Pacific region, so the cuts are around 0.5% of the regional staff, one of the people said.

Merrill Lynch Wealth Hires HSBC, Barclays Bankers in Mideast

Merrill Lynch Wealth Management hired bankers from HSBC Holdings Plc and Barclays Plc in the Middle East as the unit of Bank of America Corp. boosts its operations in the region.

Coutts bolsters Middle East team with three new hires in line with ambitious growth plans

The bank currently employs around 30 people in its three regional offices--Doha, Abu Dhabi and Dubai--and from London and Geneva focusing on the Middle East.

Clarion appoints new head of marketing and communications

In his new post he will aim to help raise the firms profile among potential clients, other professional services firms and in the independent financial advice sector.

Noble names former Goldman banker as Chief Executive ‎

He first joined Goldman in 1997, becoming head of Goldman's Asia securities division in 2008.

Unigestion appoints new Head of Hedge Funds

He will lead the development of Unigestion’s highly successful Funds of Hedge Funds business, with assets under management exceeding USD 3.7 billion managed on behalf of institutional clients.

StormHarbour Managing Partner Departing Boutique Bank

One of four managing principals who helped start boutique investment bank StormHarbour Partners LP in 2009, is leaving the firm to pursue other opportunities, the company said.

HSBC Canada's Head of Wealth Unit Leaves

He headed HSBC's wealth management unit for more than a year.

Leading private bank appoints new CEO for SEA

Based in Singapore, he will also be a member of the management committee of EFG Bank in Asia.

Executive Moves