Managers of Wealth

Abrdn EMEA sales boss exits

Stuart McGlynn, veteran sales manager at Abrdn, will be leaving the firm after over two decades.

Nuveen taps Allianz GI for new UK wealth sales director

Harry Bush joins

Credit Suisse Loses Trio of South Asia Private Bankers

The three private bankers covered the Pakistan market with Kharal as the team head.

HIGHVERN welcomes Guernsey Advocate to the group

Kerrie is a Guernsey Advocate with over 18 years of experience working in leading offshore law firms in Guernsey and Jersey.

Geoffroy Vermeire appointed Managing Director of Lombard Odier in Belgium

In his previous professional experience, he has held leading executive and non-executive positions within the Delta Lloyd Group in asset management, brokerage and private banking in Belgium and the Netherlands.

RBC Brewin Dolphin adds to intermediary team

Wealth manager RBC Brewin Dolphin has added to its intermediary team with the appointment of James Clark as nationals & networks development manager.

Changes to the UBS Group Executive Board

Damian Vogel to succeed Christian Bluhm as Group Chief Risk Officer

Amundi Names Regional Heads of Investment

Also within the region, Amundi has named David Poh as head of investment and ESG strategies in South Asia, effective immediately.

UBS Hires Credit Suisse Bankers to Boost Team for Rich Indians

UBS is building out its business catering to rich Indians living overseas at a time when the sub-continent is seeing rising wealth.

Gam Investment to Director Jian Shi Cortesi to add Further Investment Strategies to her existing responsibilities

Jian Shi Cortesi has recently been selected for the fifth year running for Citywire’s top 30 female managers.

Lombard Odier Vet in Asia Moves to Zurich Private Bank

Lombard Odier Names Sucessor to Asia CIO

Citywire veteran to join Credit Suisse in ESG research role

Citywire’s head of ESG and cross-border investment research will join the Swiss asset manager next year.

Andrea Orcel takes on the ECB

The fact that the bank still operates a business in Russia is causing a bad mood among European bank supervisors.

Wealth Management Team Led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Former Credit Suisse impact fund selection head joins UBS

The former fund buyer is taking on head of sustainable investing governance role.

Scotiabank names new CEO of MD Financial Management

She’s the first female executive to hold this position, and is coming in following the retirement of Daniel Labonté.

Societe Generale appoints Group Chief Risk Officer

He was previously Group Deputy Chief Risk Officer since October 2020 and replaces Sadia Ricke who will leave the Group at the end of November to pursue an opportunity in the banking sector in London.

IQ-EQ appoints Chief Operating Officer for Continental Europe

He was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.

Crestbridge Family Office Services appoints Director to support sustained growth

She worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients

Sandra Phlippen appointed professor by special appointment of Sustainable Banking

Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.

Executive Moves