Managers of Wealth

Deutsche Bank PWM UK head Surguy quits

Surguy is thought to have managed over £2 billion in a range of client funds, including the DB PWM Capital Growth and the Maximum Growth Portfolios.

Ricken to join Deutsche Bank's expanded management board-report

Ricken, a German, is considered as Neske's right hand will focus on Postbank's integration, Der Spiegel says, adding that thus only two positions remain open in expanded management.

Lighthouse joint CEO moves to Signature

Andrew Morris, managing director at Signature said: “Alan’s previous senior roles have seen him build, develop and grow a number of successful financial services businesses.”

Center Bancorp announces new private banking head

Prior to joining he served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University

BofA names Asia-Pacific president

BofA has pruned the ranks of its senior investment bankers in Asia, cutting 15 of its 75 Asia managing directors.

UBS hires from Merrill Lynch, RBC Wealth

UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.

High-profile HSBC exec reportedly set to join Jefferies

Bell is currently on gardening leave and will start his new job in June, the people said, reporting to joint heads of European investment banking Dominic Lester and Peter Bacchus, and John Huwiler, global head of M&A.

Citi Private Bank hires two Wells Fargo execs

In Houston, Maggie Osorio joins as director and law firm group private banker reporting to Greg Richesin, Texas team leader of the law firm group, which provides wealth management client services and a platform to the legal industry.

Giant JPMorgan lures brokers with boutique pitch

The push makes the company a big competitor for the same top advisers coveted by Morgan Stanley, Bank of America Corp's Merrill Lynch and UBS AG .

Ex-Merrill adviser returns to Morgan Stanley

For Condron, the move to Morgan Stanley Smith Barney is a return to his roots at Salomon Smith Barney, where he started in the late 1990s.

Standard Chartered appoints Global Head of SME Banking

Standard Chartered’s SME Banking business delivered income growth of 14 per cent year-on-year for 2011, and lending to SMEs was up nine per cent year-on-year to $19.2 billion as the bank continues to support economic growth and development across it

Base pay increases highlight regional differences in financial services

Base pay increases in the world’s financial services sector continue to be markedly different depending on region, according to new data issued by Mercer.

Barclays Wealth hires Coutts' south west head to run Cardiff

Barclays Wealth has boosted its Cardiff team with the appointment of former Coutts head

Schroders' shake up

Schroders insists the move is not punishment for under-performance or because investors are departing.

Swiss private bank expands APAC Equity Research team

The bank has announced two senior appointments in its Asia Pacific Equity Research team, reflecting the Bank’s continued commitment to providing its clients with the very best insight and ideas.

RBC Wealth hires Credit Suisse man for UK push

Parlons will be based in London working to build out the ultra high net worth, family office and entrepreneur client base, and his appointment comes as part of RBC's drive to make the UK its third key market outside the US and Canada, which was outli

Deutsche PWM Midlands' discretionary boss exits

Based in Birmingham, Charalambous was responsible for £1.3 billion of multi-asset and multi-manager assets, and was also a member of Deutsche Bank PWM’s investment committee.

UBS taps Deutsche Bank for London wealth role

As head of London International, Idriss will work with international clients that are looking for an account in London. Financial News understands that these clients are largely from high growth emerging market regions, such as Russia, Africa, the Middle

Private client stockbroker hires from Arbuthnot and Investec in quintuple hire

Private client stockbroker has strengthened its research, sales and corporate finance teams with hires from Investec and Arbuthnot among a raft of hires.

First Republic taps MD and Investment Consultant in Boston office

Senior Investment Consultant Expands Wealth Management Team In Boston

Executive Moves