Managers of Wealth

Two gatekeepers leave RBC's manager research team

Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.

Julius Baer Nets Ex-HSBC Investment Banker

Mitra has 15 years of experience handling institutional clients, most recently at HSBC Global Markets where he was the ASEAN co-head of institutional & wealth sales.

NewEdge Wealth Expands Business Development Team in Response to Advisor Demand

Industry veteran Jason Catlender will help firm recruit ultra high net worth advisors

Fidelity appoints APAC head of equities

In the new role, Dropkin is charged with driving best-in-class investment performance in Asia Pacific, Fidelity said.

Former Citi PB market manager named alts firm CEO

Prior to moving to Vila Rica, Chicayban was Citi Private Bank’s global market manager for the New York area where he oversaw a team of around 60 advisors.

HSBC Asset Management Names Asia Wholesale Head

Based in Hong Kong, Li reports to global head of wholesale Thorsten Michalik and chief executive for APAC and Hong Kong Daisy Ho.

Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team

Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.

JPM Private Bank hires Citi LatAm vet for Miami team

He is switching from the sales and product side to work as a private banker covering Brazil for JPM

Natixis IM Hires Ex-Fosun Executive as China Head

Natixis Investment Managers appoints Helen Yang as chief representative and head of China

BNY Mellon Wealth Management Names New Head of Deposits

Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.

Departure of Blackstone Resources battery boss

Blackstone Resources AG is a Swiss holding company based in Baar

António Horta-Osório Is Joining Mediobanca

Prior to working at Credit Suisse, Horta-Osório led British bank Lloyds back to profitability following the 2008/09 financial crisis.

Bluespring Wealth Partners Welcomes David Canter as President

RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy

Pictet names co-heads of absolute and total return credit

Swiss group hands dual position to experienced investor and relative newcomer, Citywire Selector has learned.

Liontrust adds to fixed income team with double hire

Sharmin Rahman and Emma Veitch

LGT Crestone hires head of sustainability

Sustainable investing is a top priority for us, and we look forward to having Amanda lead our efforts to drive long-term environmental change in both our operations and networks.

Targens Switzerland Appoints New CEO

Becker, who was previously responsible for Targens' Swiss and Liechtenstein markets, has been on the company's executive board since 2021.

Fidelity Exec to Join Kestra’s Bluespring Wealth Partners

Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.

Ex-Credit Suisse chairman resurfaces at Italian bank

Horta-Osório was chairman of Credit Suisse Group from April 2021 until January 2022.

Ex-Goldman Hedge Fund Specialist Joins UBS Wealth Unit

Wong will report to head of hedge funds and investment specialists Gunther Jost.

Executive Moves