Managers of Wealth

Kushal Kshirsagar Joins Chicago Atlantic From BlackRock

Kshirsagar held various roles in BlackRock's Multi-Asset Strategies, U.S. Wealth Advisory, and iShares divisions

IQ-EQ appoints Joe Ives as Commercial Director for UAE

In his new role, Joe will be responsible for driving IQ-EQ’s commercial strategy, growth plans, and go-to-market approach in the UAE

Brown Shipley appoints Matthew Noyce as London-based Client Advisor

Previously, he served for a decade at Coutts, rising to the position of South Coast Director and Team Leader, managing a team responsible for advising clients on both sides of their wealth balance sheet.

FCM Trust announces promotions of two new Directors

“They both bring a wealth of experience and a fresh perspective that will be crucial as we continue to grow.”

Abrdn selects Jason Windsor as new group CEO

The company began a search for a new group CEO in May after predecessor Stephen Bird decided to step down after four years at the helm.

Schroders plc appoints Richard Oldfield as Group Chief Executive

Reporting to the Global Chair, he was responsible for building teams to grow PwC’s client-facing businesses profitably, whilst advising global clients on their most complex and challenging issues.

Bellevue expands sales team in the Swiss market

With Livia Zanini, the sales team under the leadership of Sandro Tiziani is being expanded in a forward-looking manner.

StanChart Names First Local as CEO in Vietnam

Standard Chartered Bank Vietnam has appointed Nguyen Thuy Hanh as CEO and head of banking and coverage

Zwei Wealth Appoints New Partner in Western Switzerland

He will manage client mandates.

Aargauische Kantonalbank names new head of Seengen branch

Dominik Huwyler succeeds Manuel Calvo Hinojosa as the Seengen branch manager at Aargauische Kantonalbank.

Baird Adds Darrell Reynard to Fairfax Private Wealth Management Office

Baird is excited to continue to grow our presence in the region and to add a talented professional that shares our deep commitment to the Virginia community.

DBS Appoints Singapore Consumer Banking Head

In the role, Ong will oversee DBS and POSB’s consumer banking and wealth management platforms.

Abrdn bond boss Craig MacDonald exits for philosophy degree

MacDonald becomes the latest bond veteran to pursue a path in academia.

Peter Eliot becomes new Head of Investor Relations

Peter Eliot will take over as head of the Investor Relations department of the Helvetia Group in November.

JPMorgan names Kwang Kam Shing as its new Hong Kong CEO, replacing Harshika Patel

Kwang, who will remain as the chair of North Asia, will report to Sjoerd Leenart, the Asia-Pacific CEO

Goldman Sachs AM Hires New International ETF Strategy Head

Simon Hutcheson was head of ETF product for EMEA and APAC for three years at State Street Global Advisors.

PrivatBank's Chairman Boesch to leave early on Nov 1 – supervisory board

At the end of June this year, the bank announced that Boesch would be leaving, and the supervisory board had already begun the process of selecting a new chairman.

Stonehage Fleming Appoints Newly Promoted Partner Priyanka Hindocha As Head Of The UK Family Office

She was appointed Director at Stonehage Fleming in 2021, before being promoted to Partner in June of this year.

BNP Paribas Wealth Management Names Adrien Lalau as Head of Investment Funds Advisory in Asia

Previously, he held a role as an investment counselor at BNP Paribas Wealth Management, advising family offices and international clients in Asia, the Middle East, and Europe.

Waterfall Asset Management Names Three New Partners

These appointments reflect the significant contributions they have each made to Waterfall and their leadership throughout the Firm's continued growth.

Executive Moves