11/22/2022
New bosses at Morgan Stanley Wealth Management
The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.
Executive Moves
11/22/2022
M&G reshuffles multi-asset team as Eric Lonergan exits
Eric Lonergan, macro hedge fund manager, is leaving the firm after 16 years, leading to a change in the management of M&G Investments' multi-asset team.
11/22/2022
Alex Picot Trust Two Senior Managers Appointed
Their appointments reflect our long-term commitment to continuing as an independent Jersey trust company by adding strength and depth to its client management capabilities.
11/22/2022
DB appoints head of SEA wealth management
Esther Wong has extensive experience focused on UHNW, family office clients
11/21/2022
HSBC Names Singapore Head of Wealth and Personal Banking
Acharya has 20 years of international banking experience, most recently as Citi's retail banking head for Singapore.
11/21/2022
Ex-CSAM Managing Director Joins Fidelity International
She also worked at DBS and Ernst & Young.
11/21/2022
Schroders Personal Wealth hires Dominic Sheridan as CEO of ACD business
Dominic joins from Omnis Investments Ltd, where he was the Chief Executive Officer and established an asset management company with £10bn + AUM and a discretionary fund management business.
11/21/2022
Ex-Wealthify CIO joins former LGT partners’ new venture
David Semmens has joined former LGT Wealth private office head Nataša Williams's new firm.
11/21/2022
Sarada Yechuri's appointment is only the latest at the newly established multi-family office.
Yechuri was most recently with Bank of Singapore, the private banking arm of OCBC Bank, where she worked in the family office team.
11/21/2022
AAA-rated bond manager exits Credit Suisse AM
Two long-standing funTwo long-standing fund managers, one of whom is Citywire AAA-rated, are set to leave the Swiss group by the end of the year, Citywire Selector has learned.d managers, one of whom is Citywire AAA-rated, are set to leave the Swiss group
11/21/2022
Evelyn Partners hires former FCA sleuth as fraud head
Annabel Kerley joins the firm’s forensic services team as a partner specialising in investigations.
11/18/2022
Robeco strengthens Asia institutional team with two senior appointments
She worked at TCW Asia and Amundi Asset Management in their Hong Kong office.
11/18/2022
JTC adds two to Jersey Private Client Services team
Chris and Paul will play key roles in driving forward JTC’s PCS business to support global families and private clients.
11/17/2022
Lighthouse Canton Hires Ex-JP Morgan Researcher
Previously, he worked at Fox-Pitt Kelton, Barclays de Zoete Wedd, and HSBC.
11/17/2022
Schroders Personal Wealth appoints Omnis boss to lead ACD arm
Dominic Sheridan takes up newly-created role
11/17/2022
Victoria Grogan Joins Collas Crill's Private Client and Trusts Team
She has significant expertise in succession planning, will drafting and the administration of complex and cross border estates.
11/17/2022
Wealthspire Advisors Names Jonathan Connolly Head of Trust Services
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices
11/17/2022
BlackRock’s Apac head of wealth on leave
James Raby, Asia Pacific CFO, will take up the reins for the time being.
11/16/2022
Dynamic Planner hires director to grow enterprise client list
At Dynamic Planner, she will work on boosting the uptake of the provider’s hybrid financial planning service in this more wealthy market.
11/16/2022
Carsten Bittner appointed as CI&TO and member of the Executive Board
His appointment, which was announced on September 26, 2022, was subject to regulatory approval and discussion with the bank's shareholders and depository receipt holders.