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.
Executive Moves
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.
10/30/2023
Former UBS leader becomes new CEO at Advisor Credit Exchange
Co-founder Peter Stanton remains with the firm as strategic advisor.
10/30/2023
Fidelity hires former M&G and Federated Hermes sustainability chiefs
Phil Cliff and Aaron Hay will focus on the firm’s sustainable investing strategy within private credit and net-zero targets.