Managers of Wealth

Hong Kong Private Bankers Exit Credit Suisse

Overall, UBS plans to retain a few hundred relationship managers from Credit Suisse and maintain total headcount of over 1,200 in the region.

UBS recruits Bci exec for Miami int’l unit, adds Julius Baer advisor in Uruguay

The firm has added a $150m Miami-based advisor and nabbed a wealth manager from one of its Swiss rivals in Montevideo, Uruguay.

Citi appoints Omar Amireh as the new CEO for its business in Kuwait

As CEO, Omar will assume overall responsibility for driving Citi’s business in the country, and will report to Ebru Pakcan, Head of Citi’s Middle East and Africa (MEA) cluster

Schroders Personal Wealth appoints SJP alts head as CIO

Alan Goodman was most recently director of private markets and alternatives at St James’s Place, as well as deputy CIO at Rowan Dartington.

abrdn regional head of UK client group departs

Antony John

EFG International appoints new Head of Investment Solutions and a member of the Executive Committee

Prior to that, he worked for Nomura and Lehman Brothers in UK, the UAE and Switzerland.

Credit Suisse Fixed Income Exec Returns to BNP Paribas

Before joining BNP Paribas, he spent 8 years at Credit Suisse, where he was most recently head of syndication for the Swiss franc bond franchise

Former rising star selector leaves Parisian boutique

Pauline Tuccella to pursue ‘new professional project’ after eight years with French investment firm.

Credit Suisse portfolio consulting team head joins Rothschild & Co

Samuel Reber, who spent 15 years at Credit Suisse, has been appointed as a Rothschild & Co investment and portfolio adviser.

Goldman Sachs Asset and Wealth Management CIO to exit

Julian Salisbury to leave after 25 years with the firm

UBS Sees Exit of Credit Suisse Wealth Veterans in Hong Kong

Bank last week announced market team heads in Asia region

Scotiabank hires RBC exec as group head for global wealth management business

Jacqui Allard will become group head as Glen Gowland takes vice-chair role in 2024

Mike Sleightholme Elected to the Board of the International Securities Services Association

Prior to that, Sleightholme was the Global Head of the Hedge Fund Services business at Citi’s Alternative Investor Services and was based in Hong Kong for eight years, overseeing Citi’s Asset Servicing businesses.

T. Rowe Price Adds ESG Investment Specialist

She will also support the suite of impact investing products, which includes strategies across equities and fixed income.

Vontobel CEO Leaves Behind Unfinished Business

As previously reported, he will hand over the reins in April 2024, although it remains unclear who will succeed him.

Pictet Is Hiring in Ticino

Although active in Italian-speaking Switzerland, the banker will be part of a Zurich-based team.

Credit Suisse's market group head for Greater China exits

Martin Loh is leaving Credit Suisse, where he was a market group head for Greater China, marking another departure from the bank following its merger with UBS.

Former Indosuez WM NRI banker joins Standard Chartered PB

Vimal Bali has resurfaced at Standard Chartered Private Bank, relocating from Hong Kong to Singapore.

Lombard Odier appoints Head of the Swiss Domestic Region for Private Clients

He will report to Frédéric Rochat, Managing Partner, and will also join the Private Clients Executive Committee.

Spring Capital Takes Up Slack in the North

He will add strength and depth to the six person UK sales team and take Spring Capital’s total UK- based employee head count to 16.

Executive Moves