Managers of Wealth

SEI boosts UK private banking team

Previously he worked for Standard Life in a strategic deals role, targeting large IFA firms and banks.

Changes on Board of St James's Place

This follows the sale by Lloyds Banking Group of its remaining holding in SJP by way of a placing to institutional shareholders.

RBC Wealth hires adviser team from Morgan Stanley

Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.

SSgA names head of global DC research and product development

His appointment demonstrates our commitment to developing innovative solutions for our clients who are struggling to help their employees transition to retirement.

Skandia head of wealth planning to leave (again)

He returned to the provider in February this year to head up its wealth planning division. However, a spokeswoman confirms Jelley has now left the firm by mutual consent.

BNP Paribas announces senior Investment, Private Wealth Roles In Asia-Pacific

He is responsible for strengthening relationships with global distributors, private banks, family and multi-family offices

Jefferies Wealth Head resigns to Join Hedge Fund

He joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund

Christie's hires Marc Sands as CMO

Christie’s has hired Marc Sands as its chief marketing officer, a role that had been vacant for more than two years

Arbuthnot Latham structured product subsidiary boss exits

Neave’s responsibilities will be taken up by deputy managing director Steven Graham and Andrew Savill, business development director.

Convergent Wealth Advisors Name Managing Director

Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.

Architas hires Bampton to lead adviser sales

Architas, the multi-asset arm of Axa Wealth, has seen massive inflows in the past 18 months helped particularly by its relationship with the Axa Elevate platform.

Towry Appoints New Analyst to Investment Team

He will be based in Towry’s London office on New Fetter Lane, has most recently worked as an IRM portfolio specialist at BlueMountain Capital

Deutsche Bank strengthens controls with top McKinsey hire

The German bank created a new senior position to govern compliance and risk management throughout the group

Threadneedle appoints institutional sales director in Switzerland

He joins from Credit Suisse where he spent 15 years and the last 13 years working as a relationship manager with institutional clients

BNY Mellon Wealth Management Revs Up Hiring

BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers

Architas appoints head of intermediary sales

He most recently spent more than five years as a sales director at UBS Global Asset Management.

NAB Names New JBWere Chief Exec

NAB Wealth executive general manager John Flavell said JBWere had performed well in recent years, expanding its domestic and global service offering as well as growing funds under advice in the areas of fixed income and global equities.

Pioneer Investments appoints senior sales manager in Switzerland

Based in Zurich and reporting to Rainer Lenzin, Head of Switzerland, Matthias will develop and expand the position of Pioneer Investments’ Wholesale business in Switzerland, with a specific focus on banks, external asset managers and family offices.

BNY Mellon expands new separately managed accounts business to Singapore

These moves builds on BNY Mellon’s receipt of a capital markets services licence in Singapore and gives it the ability to offer a unique SMA platform in Asia’s two largest private banking and wealth management hubs.

UBS shuffles management as asset management head retires

UBS today announced a number of changes to its senior leadership team and Corporate Center structure.

Executive Moves