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Executive Moves

09/04/2024

BNP Paribas WM Names Asia Fund Advisory Head

Based in Singapore, he reports to Shafali Sachdev, head of investment services, APAC.

09/04/2024

UBS names new head of global wealth management strategy

Christian Koppenhöfer, who assumed the role last month, leads UBS’s global wealth management strategy in collaboration with the GWM team.

09/04/2024

The CEO of Wealth Management at J.P. Morgan Will Join UBS as Head of US Wealth

As CEO of J.P. Morgan Wealth Management Solutions, Camacho is responsible for all wealth management products, services, and platforms, including investments, lending, and banking

09/04/2024

Ex-Fisch convertibles head makes comeback at Swiss Life AM

One year after her departure from Fisch Asset Management, Stephanie Zwick returns as a senior multi-asset portfolio manager at Swiss Life Asset Managers.

09/04/2024

Fisch Asset Management strengthens Board of Directors with internationally recognised asset management expert

The Annual General Meeting elected Stefan Mächler as a new member of the Board of Directors with effect from 4 September 2024.

09/04/2024

Succession appoints new director of wealth to drive business development

In his most recent role at Alantra, the mid-market-focused investment bank, Nicoll provided corporate finance advice to growing businesses in financial services, fintech and business services.

09/03/2024

7IM appoints industry veteran Chambers as independent non-executive director

In addition, she is also an adviser and investor director for several fintech and SaaS startups both in the UK and US.

09/03/2024

Royal London Asset Management strengthens Equity team

Paul Schofield joins with effect from today from Goldman Sachs Asset Management where he held key leadership roles, latterly as co-head of global equity.

09/03/2024

Krungsri’s high-net-worth head joins Kasikorn Asset Management

Win Phromphaet has been appointed executive chair of KAsset, after over four years at Krungsri Bank.

09/03/2024

MBaer Bank names investment and economic chiefs

Patrick Quensel becomes head of investments, while Francesco Mandalà moves from chief investment officer to the new position of chief economist.

09/03/2024

Rathbones names new chief client officer from Evelyn Partners

Rigo started her career at McKinsey & Company

09/03/2024

Canaccord appoints Tom Lane to new chief commercial officer role

Lane joins from RBC Brewin Dolphin

09/03/2024

L&G expands Singapore office with four hires in wealth push

Legal & General’s asset management business has made four new hires in Asia.

09/03/2024

Hong Kong billionaire appoints son CEO of family office amid succession drama

Patriarch Henry Cheng, a father of six, made headlines last year when he hinted a successor to his multi-billion-dollar empire had not yet been found

09/03/2024

Evelyn Partners appoints experienced R&D tax specialist to Bristol office

Jennifer has almost 20 years’ experience advising clients in R&D tax incentives

09/03/2024

Apex Group Mauritius enhances its business development team with senior hire

Harvey has over 25 years’ worth of experience of senior executive management and strategic sales.

09/02/2024

T. Rowe Price Adds Ex-Amundi Exeutive in Korea

Based in Hong Kong, he will report to Singapore-based Sae Joon Choi, head of institution, Southeast Asia and Korea.

09/02/2024

Lombard Odier Sees Multiple Departures Amid Leadership Transition in Asia

During her tenure, Wong was instrumental in providing wealth and legacy planning solutions, philanthropy advisory, and family business governance for the bank's ultra-high-net-worth clients.

09/02/2024

Andreas Weisshaupt appointed as new Head of the Lucerne Branch

Andreas Weisshaupt has more than 20 years of experience in the financial industry and in private banking.

09/02/2024

Evelyn Partners continues Midlands expansion with financial planner appointment

Rachel will be based at Evelyn Partners’ Birmingham office at 103 Colmore Row.

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