Managers of Wealth

ANZ reshuffles senior management

ANZ Banking Group will reshuffle its senior management, including the internal appointiment of a new chief financial officer.

Merrill Lynch Wealth Management Strengthens London Office

Merrill Lynch hires advisers from Barclays Wealth and Goldmans

UK based chartered accountants hire Coutts' man to lead financial planning

He will oversee a team of seven investment advisers and is tasked with substantially increasing the team's revenue by 2015.

Guernseyman takes up head role for Praxis Group in Switzerland

He will focus on developing the Swiss market for the group as well as activity in several other jurisdictions.

Beverly Hills wealth firm scoops Morgan Stanley adviser

At Morgan Stanley he focused on wealth building and capital preservation for private clients and charitable foundations.

Deutsche Bank names Chief Global Strategist

In his new role, he reports to David Folkerts-Landau, Global Head of Research.

McLean & Partners Wealth taps new president

To broaden the leadership of the organization, Brent McLean has appointed Kevin Dehod as President. Brent will continue his role as Chief Executive Officer, as he focuses his time on the strategic direction and vision for McLean & Partners.

Alliance Trust Savings chief exec resigns

The group said it was now “well placed to take advantage of the opportunities in the growing retail savings market”

Paragon boosts board panel with latest hire

More recently he has taken a lead role in the Group's strategic development and, in particular, in the portfolio acquisition programme through the Group's subsidiary, Idem Capital.

UBS trims Zurich FX team

UBS, the world's third largest FX dealer, has made two currency strategists at its Zurich head office redundant, as the Swiss giant continues to streamline its investment banking operations.

Newton Strengthens Fixed Income Capability

He joins Newton from Standard and Poor's

Barings adds to multi-asset team ‎

She has eight years of asset management experience and joins from TT International Investment Management in London where she was an equity analyst. Prior to this, she was a risk and performance analyst at the same firm.

Israel's Bank Leumi names new CEO‎

Brodet said, "I am convinced that through her ability and talent, she will lead the bank to major achievements."

White Horse Advisors Announces Asset Management Services

WHA Asset Management features investment discipline focused around long-term results, an active portfolio management process, and comprehensible account summaries and deliverables.

HSBC names chief executive for Southeast Asia‎

He succeeds Nancie Dupier as Chief Executive for Southeast Asia.

Former Barings COO joins Brown Shipley board ‎

He was formerly director and chief operating officer at Baring Asset Management until retirement last year.

Smith & Williamson appoints ex-Fidelity finance chief

He spent 17 years at the US and Canada branches of the investment giant, latterly as a senior vice president and chief financial officer.

Filipino exec named Maybank regional investment banking head

He is currently president and chief executive officer of the Malaysian banking giant’s Philippine investment banking unit Maybank ATR Kim Eng Financial Corp.

Smith & Williamson appoints leading private client tax specialist

A leading private client tax specialist is joining the Bristol office of Smith & Williamson, as it aims to become the “highest rated private client office in the South West”.

Baker Tilly Investment Advisors Lands Senior Portfolio Manager

He retains a large network of contacts in the Midwest, which Baker Tilly believes will be useful in expanding its practices beyond the $1.25 billion in assets that it currently manages.

Executive Moves