Managers of Wealth

Witan hires ex-Schroders wealth boss as next chair

The Association of Investment Companies recently obtained an exemption for investment trust chairs who can extend their tenure for longer if the company explains its succession policy.

Northern Trust Names New Leader for its Business in Ireland

Melíosa O’Caoimh Appointed as Country Head

FNZ names Tim Neville head of APAC – determined to drive dynamic growth in the region

The new APAC CEO said continued global growth is FNZ’s main internal driver while he’ll work to galvanize efforts to deliver more dynamic operational models and offer better service to the fast-growing Asian markets.

Veteran Value & Income managers retire after 33 years

They are retiring as both managers and from their roles as directors.

EdRAM bolsters its Portuguese business

With over 27 years' experience in the financial sector, Freire worked for various entities including Deutsche Bank, EGM Capital, Millennium BCP and Banco Postal.

Stonehage Fleming has announced the appointment of a new Partner – Global Head of Business Development

In his new role, he will report to Mark McMullen, Deputy Chief Executive, and will continue to be based in our Toronto office.

UBS Adds Advisors with Combined $8 Million Production

Prior to joining U.S. Trust (which has been rebranded Bank of America Private Bank) in 2013, Swaner’s 19-year career included stints at Citigroup and Wells Fargo & Co.

US equity stalwart takes on family office post

Royce is a graduate of Brown University and received his MBA from Columbia University.

JPMAM's multi-asset CIO and manager of the £1.5bn Global Macro Opps fund quits

Fund removed from recommended list

J.p. Morgan Private Bank expands Middle East and North Africa team with key banker hire

J.P. Morgan Private Bank today announced that Steve Wainwright has been named Managing Director and senior Banker to the firm's Middle East and North Africa team in Geneva

Jupiter appoints Mark Nichols manager of European Growth strategy

Nichols has some 18 years' experience of European equities, having started in 2001 on the European Equities team at Invesco.

State taps overseas expertise for AIB board

Deloitte partner Ann O’Brien and EFG executive Raj Singh to join on April 25th

Romain Jérome appointed Chief Digital Officer of Indosuez Wealth Management

Indosuez Wealth Management, the global wealth management brand of Crédit Agricole group, appointed Romain Jérome as Chief Digital Officer. He reports to Jacques Prost, Chief Executive Officer of Indosuez Wealth Management group

UBS Financial Services Inc. New Albany Office Welcomes Patrick Ford

Ford brings more than 30 years of industry experience

Allianz GI hires Rupf Bee from UBS to lead Emea business

Former HSBC institutional sales chief takes the reins at Allianz GI in Europe, the Middle East and Africa

Brooks Macdonald International CEO exits

Changes made as firm calls operation important part of group and its future growth strategy

Pictet Nabs Julius Baer Team

A private banker focused on Brazil and his team are the latest to defect.

Raymond James appoints new Royal Exchange branch principal

The move means that David will join three other independent Raymond James branches in the Royal Exchange complex.

CISI appoints investment manager as new president

Commenting on her appointment, she said: “I am delighted to be taking on the role from Simon.

Former Heartwood CEO joins WH Ireland as non-executive director

Simon Lough commented: “I am really excited by the challenge of helping the new management team at WH Ireland."

Executive Moves