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Executive Moves

11/01/2023

Vontobel squad changes to real estate investor

Sege studied business administration at the University of St. Gallen (HSG) and received his doctorate.

11/01/2023

UBS Loses Credit Suisse Team in Germany to Competitors

The team is led by former Credit Suisse executive Nadine Maier.

11/01/2023

UK equity head Alan Custis leaves Lazard Asset Management

Alan Custis has left Lazard AM after almost 20 years, following the firm’s decision to merge its UK and European equity teams.

11/01/2023

£1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul

£1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul

11/01/2023

Titan Wealth hires Sanlam fixed income head

Peter Doherty brings over the £145m Sanlam Hybrid Capital Bond fund

11/01/2023

Swiss boutique Fisch adds co-manager to sustainable converts fund

Addition is the latest in a series of line-up changes to the asset manager’s convertible bond fund range.

10/31/2023

UBS hires four ex-Credit Suisse individuals amid wider organisational restructuring

The new set up will organise operations vertically per global product, and horizontally as pertains to streams and regions, The TRADE can reveal.

10/31/2023

William Blair Continues Private Capital Advisory Momentum With Senior Hire

Before Credit Suisse, Von Stroh held investor relations roles with global private markets firms Pantheon Ventures and Grosvenor Capital Management.

10/31/2023

Knight Frank Names Greater China CEO

Previously, he also worked at CBRE leading the Hong Kong and Taiwan business for almost eight years.

10/31/2023

ZEDRA Announces Trio of High-Profile Appointments to Enhance Commercial Excellence

Each with their unique expertise and vision, these industry veterans will play pivotal roles in steering the company’s next phase of growth and client service enrichment.

10/31/2023

Brooks Macdonald to cut 55 jobs as market conditions bite

The job cuts will fall across all areas of the investment management firm’s business and shave £4m in costs.

10/31/2023

Ex-Standard Life Aberdeen private head to chair under pressure PE trust

Former Abrdn Private Equity Opportunities manager Peter McKellar becomes chair of Princess Private Equity after a tough year of resignations at the fund.

10/31/2023

J.P. Morgan appoints Harshika Patel as new Asia private bank CEO

The Asia Private Bank operates in a key region for J.P. Morgan's private banking business

10/30/2023

J.P. Morgan Private Bank Names Hong Kong Head

Prior to that, he spent over a decade in the healthcare sector, including in a regional managerial role at a multinational pharmaceutical company.

10/30/2023

Former BNP Paribas WM Asia structured products head to join BoS

The former Asia structured products head led a team of advisory and execution specialists, based in Singapore.

10/30/2023

Evelyn Partners hires responsible investment director

Katrina Brown joins

10/30/2023

Partners Group Expands Japan Private Wealth Team

Prior to his latest appointment, he worked at BlackRock for 15 years, most recently as a eam head for wealth and retail in Japan.

10/30/2023

LGT Private Banking poaches senior RM from Credit Suisse

Pascal Schaufelberger spent over 15 years at Credit Suisse.

10/30/2023

EdRAM head of dedicated solutions exits

Alexandre Wieczorek spent over 18 years at the company.

10/30/2023

Investec Wealth hires veteran RBC Brewin director

Kirsty Cartwright joins Investec Wealth & Investment’s Birmingham office after nearly two decades at RBC Brewin Dolphin, where she worked as divisional director.

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