04/20/2022
The Curious Exit of a Star China Banker
China Merchants Bank’s innovative wealth-management business could be in for trouble ahead.
Executive Moves
04/20/2022
Katten Establishes Private Wealth Practice
Katten continues to attract and retain leading attorneys like Kevin in key growth areas such as private wealth
04/20/2022
Schroders Capital Real Estate appoints Head of UK Asset Management
Schroders Capital Real Estate announces that Rebecca Gates has been appointed Head of UK Asset Management. In this newly created role, Rebecca is responsible for overseeing asset management across all direct UK portfolios, reporting to Nick Montgomery, H
04/20/2022
Hong Kong Tycoons Back Sole Nominee for Chief as Consultants
Hong Kong’s ex-chief secretary John Lee has formed a 58-person consultant team that includes the city’s top billionaires, according to a social media post.
04/20/2022
Investment bank boutique appoints Managing Director Switzerland
In his role, he advises companies on domestic and cross-border M&A transactions and on raising capital.
04/20/2022
Credit Suisse's China securities JV CEO resigns
Tim Lu, who became CEO in July 2020, is the second top banker at a foreign bank in China to resign this month, after his counterpart at JP Morgan Chase's mainland venture.
04/19/2022
Julius Baer Appoints Greater China Group Head
The step is effective immediately and Soong will continue to be based in Hong Kong.
04/19/2022
Saxo Markets hires Greater China wealth head
The appointment follows the gaining of additional Hong Kong licences last year.
04/19/2022
Goldman China Wealth Venture Replaces Planned Head
Yin will ostensibly replace Gu Jiangang, who was the originally planned head of the joint venture that is 51 percent owned by Goldman Sachs Asset Management, with the remaining 49 percent held by ICBC’s wealth unit.
04/19/2022
Credit Suisse China Venture CEO Steps Down
Janice Hu is the overall CEO for Credit Suisse in China, assuming the role in July of last year.
04/18/2022
Third Financial poised for further growth with important hire
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform services to Wealth Managers, Financial Advisers and Family Offices.
04/18/2022
Mark Adams Named Regional Director at J.P. Morgan Wealth Management
Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.
04/18/2022
Snowden Lane Partners Adds New Advisor Team
Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane
04/18/2022
JTC Bolsters Private Client Team
Sean will play a key role in supporting JTC’s multijurisdictional portfolio of private clients and families
04/14/2022
Ex-SGKB fund manager joins Schwyzer cantonal bank
Robert Wenk will take on the role of senior research analyst.
04/14/2022
UBS names new manager for embattled Asia fund
Raymond Lin Gui will join UBS' asset management arm in Hong Kong
04/13/2022
IQ-EQ Hires Chief Commercial Officer for Asia
He has over 25 years of experience in financial services
04/13/2022
Wealthspire Advisors Names Nine New Managing Directors
Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.
04/13/2022
UBS LatAm advisor joins Vontobel wealth biz
He began his career in finance with ABA Capital Markets in Venezuela
04/13/2022
Sionic Appoints Chief Client Officer
Our first ever CCO has a global focus on new business development and client account management