Managers of Wealth

Latimer Hinks expands private client team

LEADING Teesside firm Latimer Hinks has appointed two new partners from within its Private Client team.

Raymond James recruits veteran financial advisor

Raymond James pioneered the concept of financial planning in the 1960s, at a time when other firms were focused on just selling investments. Financial planning, as founder Bob James came to practice it, had to begin with listening to clients and accuratel

Wine Industry Banker Joins Bank of the West's Premium Wine Group

Clark joins a team of eight wine industry and agribusiness bankers in the bank's Premium Wine Group.

Deloitte announces new head of Global Governance, Risk & Compliance

The Global GRC offering draws on Deloitte member firms' existing practices across all business lines -- audit and enterprise risk services, tax, consulting, and financial advisory -- to drive value for member firm clients in an increasingly complex a

Bank Sarasin appoints new private banking head

He will report directly to Werner Rüegg, location head for Basel and head of private banking Switzerland, and will be supported his deputy, Rolf Muggli.

Guardian Wealth appoints new MD:

Guardian Wealth Management is pleased to announce the appointment of Marlene Shalton as Managing Director of Financial Planning Practice from 1st September 2012 as part of its expansion plans in the UK.

Plan B invests in HNW client growth

He made a move from Shadforth Financial Group, where he specialised in providing financial advice to HNW clients.

BNP Paribas hires Swiss Rock exec to cater to German clients

He was formerly Swiss Rock’s head of customer service for private clients and family offices

UBS announces new Global CIO for Wealth Management Units

“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and

Citi appoints new head of consultant relations team

The North America group that he now oversees is part of a global coverage team that includes consultant relations support for Europe, Middle East and Africa.

Deutsche unveils management team

Deutsche Bank’s newly anointed Asia Pacific chief executives have unveiled an expanded management team for the region.

Scotiabank Names International Private-Banking Head

The appointment comes amid Scotiabank's plans to expand its wealth operations abroad, particularly in areas such as Mexico, Chile, Peru and Asia, where it could leverage a strong banking presence.

Maxim Group expands fixed income unit

Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.

Dynasty Adds Two to Wealth Platform

The New York-based firm specializes in wealth management for independent investment advisory teams.

Barclays appointes new Market Head in Hong Kong

He joins Barclays from Goldman Sachs where he was Executive Director, managing a team of bankers responsible for serving Hong Kong ultra high net worth clients.

Kleinwort Benson hires head of international private wealth team

He joins from Clariden Leu

Towry returns to Coutts for new head of advice policy

She will report to Towry head of client proposition David Middleton.

HSBC Names CEO of U.K. Private Banking

Both appointments are subject to regulatory approval, the people said.

Linscomb & Williams boosts wealth management team

Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:

BNY Mellon Strengthens Florida Wealth Management Team

He was previously a family wealth advisor at wealth management firm GenSpring, where she was responsible for cash flow and liquidity analysis, coordinating credit and banking needs as well as tax and estate planning.

Executive Moves