Moves & Appointments | Wealth Adviser

Investec Private Bank Channel Islands appoints new MD

Thu, 13/06/2019 - 10:19

Brendan Stewart has been appointed Managing Director of Investec Private Bank in the Channel Islands and Isle of Man, succeeding Stephen Henry, who is retiring after 10 years in the post. »

Deutsche Bank Wealth Management makes two more senior UK appointments

Tue, 11/06/2019 - 10:17

Deutsche Bank Wealth Management has hired Piers Harris and Roddy Boulton as Relationship Managers in the UK, continuing a buildout in the market that started with the appointment of Michael Morley as CEO of the UK business. »

B Riley Wealth Management opens new Pennsylvania branch

Tue, 11/06/2019 - 10:16

B Riley Wealth Management, a full-service wealth management firm and wholly-owned subsidiary of B Riley Financial, has opened a new wealth management branch in Devon, Pennsylvania. »

Alpha FMC adds to benchmarking practice

Tue, 11/06/2019 - 09:43

Alpha FMC (Alpha), a specialist in asset and wealth management consulting, has hired industry benchmarking expert Emma Haffenden as a Senior Manager to broaden the types of benchmarking that the firm currently undertakes. »

Equilibrium appoints non-exec director

Mon, 10/06/2019 - 13:09

Equilibrium Asset Management has appointed Chris Brindley MBE, a former Managing Director of Metro Bank and NatWest (North of England and Scotland), as a Non-Executive Director. »

Citi names Head of UK consumer business

Mon, 10/06/2019 - 13:08

Citi has appointed Susan Shakespeare as head of its UK Consumer and EMEA International Personal Bank. She will also become an Executive Director of the Citibank UK Limited Board. »

GPP appoints Margaret Ammon as non-executive director

Mon, 10/06/2019 - 13:00

GPP, a prime broking, investor services and wealth solutions firm, has appointed Margaret Ammon as a non-executive director. »

Stonehage Fleming adds director to Global Business Development team

Mon, 10/06/2019 - 10:48

Independently owned family office Stonehage Fleming has expanded its Global Business Development team with the appointment of Director, Darrell King. »

Kingswood appoints former Goldman Sachs Head of Private Wealth Management to board

Mon, 10/06/2019 - 10:46

Wealth management group Kingswood Holdings has appointed Rob Suss, currently Co-Chief Executive Officer of UK Agricultural Finance and Co-Founder of Global Tower Solutions, as a Non-Executive Director with immediate effect. »

Charles Stanley grows distribution team in South East

Mon, 10/06/2019 - 10:45

Wealth manager Charles Stanley has appointed Matthew Keen as Intermediary Sales Manager covering the South East, as part of its continued drive to grow its intermediary sales network. »