Managers of Wealth

Tracey Davidson takes over as CEO of Hampden & Co

Tracey was formerly Deputy CEO of Handelsbanken UK and Chair of Handelsbanken Wealth & Asset Management.

Indosuez Wealth Management hires chief strategist for Asia

Tan has over 20 years of experience in financial services and economic research, making him an expert in the world economy and financial markets, with a focus on Asia and ASEAN.

Bank Bonhôte Appoints New Chief Client Officer

With his extensive experience in the banking sector and his strong professional background, he will be instrumental in our mission

Geneva multi-family office names new partner from Lombard Odier

Shishir Sanghvi and Amit Salama joined HBS Family Office this October.

Bank of America taps former BNY Wealth Pittsburgh president to lead private bank

BofA's private bank is focused on wealth structuring, investment management, banking and credit needs.

New Chair of Sustainable Finance Guernsey Council announced

She has been a member of The Sustainable Finance Guernsey Council for more than five years and is actively involved in the local financial services industry.

Temenos appoints Barb Morgan as Chief Product and Technology Officer

Her appointment is effective immediately.

Abrdn Adviser hires chief technology and product officer

He will join in November from Morningstar Wealth, where he is currently chief technology officer, a role he has held for the past two years.

Gresham Partners Names Stephen Czocher Partner

In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.

Fidelity International Picks Asia-Pacific Managing Director

Mooney succeeds Rajeev Mittal who will leave Fidelity this month following a six-year tenure.

ZEDRA Welcomes James Russell as New Managing Director in Hong Kong

This key appointment reflects the company’s ongoing commitment to excellence in trust and corporate services, with a continued focus on delivering exceptional value to our high-value clients.

ZEDRA appoints Chris Bouwman as Managing Director of South Dakota office

With over 20 years’ experience in the financial services industry, particularly within the trust sector, Chris brings a wealth of expertise and strategic insight to his new position.

Oaklins Evelyn Partners appoints experienced corporate finance Partner

Mark Brockway appointed as a Corporate Finance Partner in the firm’s London office

SEI Appoints Priti Ruparelia to the SEI Master Trust Board

Expansion of Board Underscores Commitment to Institutional Markets

BNP Paribas Securities Services Names Hong Kong Head

Based in Hong Kong, she reports regionally to Franck Dubois, head of APAC for securities services, and locally to Hugo Leung, CEO of BNP Paribas Hong Kong.

James Tomkins OAM joins Partners Private

James Tomkins OAM joins Partners Private as Head of Distribution for wholesale investments business.

FIL Hires Ex-BlackRock Executive to Lead Asia

Previously, he spent nine years at Fidelity International in a number of senior roles, including regional head of marketing, APAC.

Steve Knabl Joins Wealth Management Alliance as Managing Partner

In his announcement, Knabl expressed his gratitude to Stephan Repkow and the WMA team for the opportunity to join a firm focused on providing bespoke, high-quality solutions to its clients.

Emma Cowley promoted to Head of Compliance in Isle of Man

Emma has been with Oak almost 10 years, starting her career with the business whilst studying for her degree.

EFG exec to take charge of VAV bank association

The association’s outgoing managing director, Pascal Gentinetta, has spent a decade in the role.

Executive Moves