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Executive Moves

09/27/2024

Third Financial CEO steps down after Nucleus acquisition

Ian Partington stepped back on 9 September and was succeeded by Chris Williams, the current Nucleus propositions director.

09/27/2024

Adrian Cheng, member of one of Asia’s richest families, resigns as New World CEO

His departure is rare in Hong Kong’s property industry

09/27/2024

Private Bank Recruits Prominent UBS Team

«The four new employees reflect Pictet’s ambitions in the region,» said Pictet spokesperson Simon Roth.

09/26/2024

Northern Trust Asset Management Appoints Head of Global Institutional Client Group

Lyenda will lead the strategic direction and commercial success of NTAM’s institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions.

09/26/2024

HSBC AM names thematic chief as new global CIO for equity

The investment firm adds experienced stockpicker Pierin Menzli to the team under Xavier Baraton.

09/26/2024

EQ Investors hires LGT Top 100 star as research head

The appointment of Matthew Wiles comes 10 months after previous EQ research head Victoria Hasler left the business.

09/26/2024

Two more Jupiter EMD managers exit as funds close

Portfolio managers Reza Karim and Alejandro Di Bernardo are the latest to depart as the UK-based asset manager opts to call time on sub-scale strategies.

09/26/2024

UBP strengthens Hong Kong sales bench

Union Bancaire Privée Hong Kong has added three wealth managers to grow its North Asia coverage.

09/26/2024

UBS subsidiary Fides gets new CEO

The new CEO will be François Schnyder.

09/26/2024

Schroders plc appoints Chief Financial Officer and elevates Group CIO

Meagen Burnett will be appointed Chief Financial Officer (CFO), succeeding Richard Oldfield who was named Group Chief Executive earlier this month.

09/26/2024

HSBC appoints Pierin Menzli as global CIO of equity

Menzli has been with HSBC since 2022

09/26/2024

Investec enhances its M&A service with head of UK Advisory hire

Investec increases its M&A capabilities with the addition of Head of UK Advisory.

09/26/2024

Oberon Investments Group Directorate changes

Marcia brings extensive experience in financial leadership and will be instrumental in enhancing the operational effectiveness of our finance department.

09/25/2024

Three appointments for HSBC Private Bank Luxembourg

The appointments of Marnix Rosendaal, Patrick Rutgers and Ruud van Haperen, announced by HSBC Private Bank Luxembourg on 24 September 2024, have been effective since 1 September.

09/25/2024

Investment Boutique Strengthens Zug-Based Investment Boutique Strengthens With Former Credit Suisse Manager Team with Ex-Credit Suisse Manager

She began her career in management consulting and then worked as an analyst and credit risk manager at Zurich Insurance Group.

09/25/2024

Top 100 star Matthew Wiles leaves LGT

Wiles joined the firm in 2021 to lead sustainable fund research.

09/25/2024

Bank of Montreal's US wealth management head to retire

Kennedy, in her most recent role, acted as the chief executive of the Canadian lender's U.S. wealth management unit.

09/25/2024

Bergos international private banking chief quits to launch IAM

Dominik Helberger has left to assume the role of managing director at AMSS, with fellow former Bergos banker Taylor-Ann Messmer joining him as a partner.

09/25/2024

Ocorian appoints new Guernsey Private Client Director

His expertise in working with ultra-high-net-worth individuals and his strong relationships across key regions

09/24/2024

Lombard Odier Appoints New Head of Zurich UK Desk

The new head of the UK and Northern Europe desk in Zurich joins from UBS.

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