Managers of Wealth Offshore

US wealth management firm names new president

As president, Alexander will be chairman of the executive committee and oversee ongoing operations of the company.

Belgium said to appoint former Fortis chief as new Dexia head

Karel De Boeck, who took over as the head of Fortis at the height of the credit crunch in late 2008, after the group was split up and partially sold to France's BNP Paribas, will be appointed to the board of directors as early as next week, De Morgen

Barclays’ wealth opens new Swiss office

The wealth and investment management division of Barclays today announced a significant strategic step forward with the expansion of its Swiss presence

Adam & Company boosts top team

His move sees him re-join the private bank which has a strong Scotland presence, since he previously spent eight years working as a senior manager in London’s King Street office.

Brown Brothers Harriman boosts Charlotte Wealth Management office

Prior to joining BBH he worked in business development for Afton Capital Management.

Northern Trust adds portfolio manager to D.C. Wealth team

Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.

IFDS poaches GBST UK business head

Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.

Geller & Company taps vice chairman of advisory board

Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller

Chief Information Officer Of Credit Suisse To Step Down‎

He joined the bank in 2001 and has served as CIO of Credit Suisse since 2008.

Philanthropist joins private equity charity push

He replaces Beate Trück, who will now focus on doing consultancy work.

HSBC’s Swiss Private Bank Plans to Cut 100 Jobs

The Swiss job losses are within plans announced last year to reduce headcount by about 10 percent.

Credit Suisse IT chief to step down at end-April

The move is part of an ongoing cost-cutting drive, combining the units for payments and fixed income transactions previously housed in the investment banking and private banking divisions.

UBS hires managing director in real estate group

Leopold will be based in New York and will report to Jackson Hsieh, vice chairman of the investment banking group and global head of the real estate, leisure and lodging group.

Macquarie looks to hire 20 advisers

Macquarie announced the appointment of Philbrick to head the new branch.

Ernst & Young boosts its asset mgmt practice

Fidelity Investment's former deputy general counsel joins expanding Boston practice

Emirates NBD private bank CIO to join Coutts

He previously worked at the wealth management arms of Bank of America Merrill Lynch and Barclays.

Quilter boosts investment team with two senior hires from Kleinwort Benson

Quilter has continued the expansion of its London investment management team with the appointment of former Kleinwort Benson colleagues

Wells Fargo, RBC Grab 12 Morgan Stanley Advisors

While the move partly reflects ongoing dissatisfaction with the Morgan Stanley-Smith Barney integration, some experts say, it doesn’t reflect any new spike in advisor movement.

UBS lands adviser team from Wells Fargo

UBS did not disclose the advisers' production or client assets managed.

Societe Generale Private Banking appoints a new CIO in Switzerland

He will be responsible for managing the private bank’s investment teams and supervising the local asset allocation committee.

Executive Moves