Managers of Wealth

EQ promotes Kasim Zafar to CIO

While Louise McLean joins as investment operations head

Janney Montgomery Scott names new wealth management chief

With 30 years of experience in the fields of financial services, wealth management and technology, Yackel previously held various leadership positions at SEI, Envestnet, Fortigent and Prudential.

Alex Picot adds Solange Rebours to board

As Senior Trust Officer based in Jersey, she built longstanding client relationships over two decades.

Partners Group veteran joins UBP in senior private markets role

Christophe Gantenbein becomes global head of private market investment solutions at the private bank.

Playtech adds private wealth manager Samy Reeb to board of directors

Reeb joins the Playtech board with immediate effect as a non-executive director.

Zwei Wealth appoints Advisory Board member as COO

With the newly created position of COO, he assumes responsibility for operational excellence and, as a member of the Executive Board, is directly involved in strategic development.

Ex-Citi Private Banker Joins MUFG Investor Services

Prior to that, she spent three years at ING in Singapore setting up its fund finance and insurance finance APAC business and almost a decade at Barclays in London and Dubai.

Citi Unveils New Chairman for Taiwan

The board of Citibank Taiwan Limited has elected Aftab Ahmed as its new chairman

Fulton Bank Names Dara Bachman President of Fulton Private Bank

She joined Fulton Private Bank from a private multi-family office where she proactively crafted and executed plans to help families across the country steward, preserve and transfer the wealth they worked so hard to create.

Credit Suisse Appoints Head of Japan Economics

He started his career at the Bank of Japan where he spent 16 years, mainly heading research and analysis of money and credit markets.

First Sentier poaches Aegon global chief risk officer

Jane Daniel has joined the Australian firm as chief risk officer, after five years at Aegon Asset Management.

Changing of the guard at the head of Bank Avera

After a total of 28 years at Avera, he will retire early, as stated in a statement on Thursday.

Zurich private bank Bergos recruits Berenberg veteran

Hans Wöll had been the head of Berenberg’s Munich branch since 2013.

RBC Bluebay's chief investment strategist David Riley retires

Three-decade long career

Private Bank Bergos appoints Hans Wöll

Mr. Wöll will serve us in a special role: Recognizing Wöll's outstanding career, he will be the first new hire to work directly within Bergos Olymp.

Charlotte Square names ex-7IM sales boss CEO as founder steps back

Charlotte Square founder William Forsyth is stepping back as CEO after 20 years in the role and will be replaced by former 7IM Scotland intermediary head Robert Darling.

HSBC Asset Management to add team focused on green energy infrastructure

GTP has targeted mid-market investments in renewable energy generation, storage, grids, charging and hydrogen infrastructure across Asia.

Credit Suisse IB Europe co-head exits after three months in role

The bank has also hired a co-head of investment banking and capital markets for France, Belgium and Luxembourg.

PineBridge Unveils Asia Fixed Income Leadership

The appointments are part of the firm’s transition plans following the retirement of current head of Asia ex-Japan fixed income and emerging markets co-head Arthur Lau in June this year.

Bank of Singapore appoints new Chief Executive Officer

To ensure continuity in leadership at the Bank, Mr Vincent Choo, a member of the Board of Directors, assumed the role of interim Chief Executive Officer on 1 January 2023.

Executive Moves