Managers of Wealth

SAM Wealth poaches experienced advisers from rival

“The financial advisory industry is facing up to a new world in terms of working practices and this is something that the SAM team has met head on.”

Holland joins UBS alumni at Getco

Holland held a variety of senior roles in Asian and European equity markets during a 24-year career at the Swiss banking group.

UBS Appoints Global Head of Equity Capital Markets

He will continue to be based in Hong Kong in his new role.

Kleinwort Benson appoints head of marketing

He will lead all Kleinwort Benson’s marketing, public relations and events management, covering the firm’s investment management, wealth structuring, private banking, corporate advisory, private investment office and trust & fiduciary offe

Credit Suisse Names ME Equities Head in Dubai Cull

He starts with immediate effect, according to an internal memo seen by Bloomberg yesterday

UBS taps Barclays banker to head financial M&A in the Americas

He who was formerly managing director and co-head of the depository group in the Americas at Barclays

Former Barclay's man to head Christie's global comms

His remit includes all comms activities and media relations for the auction house, with regional corporate comms heads reporting directly to him.

Morgan Stanley Drops John Paulson

MS’s wealth-management unit had put the funds on “watch” midyear on account of their poor performance

Barclays poaches Merrill Lynch banker for non-dom push

He joins from the ultra high net worth team at Merrill Lynch where he advised clients across asset classes.

U.S. Bank Wealth Management appoints new chief equity strategist

He joins U.S. Bank from Piper Jaffray, where he served for more than 18 years.

Bloomsbury takes adviser team to six with new hire

Firm recruits Chartered financial planner with advanced qualifications in investment management and estate planning.

Lombard Odier builds Asia management team

Lombard Odier provides its institutional and high net worth clients with wide-ranging advice in the areas of wealth-management and specialised services.

Hawksford strengthens its team in Switzerland

He has 12 years of experience, having worked as a lawyer in Switzerland, Liechtenstein and Singapore.

Citi Private Bank's hedge fund head departs

No-one at Citi was immediately able to comment.

Barclays adds two directors to US wealth group

"I look forward to working with Stephen and Alpa as we continue to build relationships and provide clients sophisticated solutions to help them meet their complex financial goals,"

Sanctuary Wealth Services appoints industry vet as new chairman

Appointment of Recognized Industry Leader Caps Breakout Year for Firm

ABN AMRO cuts 40 equity derivatives jobs

The bank announced last year of 2,350 job cuts in preparation for its eventual privatisation.

JP Morgan Private Bank boosts Russian team

They join from BNP Paribas and HSBC Private Bank

Odey chief executive makes way for next generation

The chief executive of Crispin Odey’s $7bn Odey Asset Management is stepping down

Raymond James Hires $204 MLN Morgan Stanley Team

The three advisers, whose annual production totaled about $1.5 million, had been with Morgan Stanley for for nearly all of their careers.

Executive Moves