Managers of Wealth

EQT creates private wealth management role

The new role also aims at working more closely with financial planning groups to provide specialist support and assistance in a post-FoFA environment, Rimmer said.

Outgoing Deutsche Bank finance exec Jones to join CSuisse

She will join as a Managing Director and serve on the CFO Executive Committee," Chief Financial Officer David Mathers said in an internal memo to staff.

Senior appointment at Standard Chartered Private Bank

Following the departure of former head of special client segments, Andrew Niles, Standard Chartered Private Bank has appointed a new global head investment advisory and client segment management, to be based in Singapore.

Wealth Consulting Group Targets Athletes With Former MLB Trainer

He will work with the firm’s managing partner to expand its presence within the professional sports community and assist those in need of proper financial planning.

Former ABN AMRO head of North Asia resurfaces at rival bank

He has vast experience in Private Banking in Asia, including 14 years at ABN Amro, where most recently he held the position of Head of Private Banking for North Asia.

UBS Australia Head of Hedge Fund Sales Moves to New York

“Tom and Fred will become global Client Captains for these funds and provide a single, global point of advisory contact for them in place of the existing multi-region coverage model,” UBS’s global head of equity distribution Dominic Vail

Focus Financial Expands Business Team With Brokerage Vets

Industry Veterans From Luminous Capital and Morgan Stanley Smith Barney Bolster Focus’ Breakaway Expertise

Ex-Credit Suisse banker to run QInvest's investment bank

He has 15 years of regional and international experience having worked in London, Dubai, Amsterdam, and in his home country, Greece.

Morgan Stanley names veteran banker as new MENA head

A mergers and acquisitions banker who took the top MENA role in 2011, is relocating to London as the deputy head for the bank's investment banking business in Europe, Middle East and Africa

JP Morgan unveils new head of £7bn investment trust business

He has worked in the asset manager's investment trust team for the last decade.

Former Lazard Managing Director Joins Tiedemann Wealth Management

“His 29 years of private wealth management experience and expertise offer a unique perspective that will further enhance our industry-leading client services and national presence.”

Janney Montgomery Scott Hires Industry Veteran

He “is a well-respected advisor in the New England area and a significant and valuable addition to the Janney team.”

Gatehouse Bank CEO steps down

The Board has announced its expansion in South East Asia to cement its growing operations and to ensure its proximity with its key clients, regulators and stakeholders in the region.

RBC Wealth Management Hires London-Based Director For East Asian Clients

She joins from EFG Private Bank, where was tasked with building a book of high net worth Chinese resident and non-resident clients.

Deutsche Bank appoints new head of wealth management in Asia Pacific

He will report to Ravi Raju, head of the firm in Asia Pacific.

Ashcourt Rowan poaches Burnham from Brewin Dolphin

Ashcourt Rowan has hired Brewin Dolphin investment manager Harry Burnham

Saffery Champnes promotes three senior managers to partnership

Saffery Champnes has promoted three senior managers to partnership in its London, Bournemouth and Harrogate offices.

Sarasin & Partners appoints new Head of Marketing

Prior to Goldman Sachs, she was a senior marketing manager at Fidelity Worldwide Investment and previously held managerial positions at Skandia Investment Group and AXA Investment Managers.

UBS’s Ersoff, Herman Said to Leave CMBS Co-Head Roles After Week

They were named co-heads of real-estate finance and mortgage-backed securities after Kenneth Cohen exited to become the global head of commercial real estate at Bank of America in New York, UBS confirmed on March 28.

Morgan Stanley advisers go independent with Prospera

Advisers Stephen Shipley and John Rubottom moved to Prospera last week from Morgan Stanley Wealth Management

Executive Moves