09/29/2022
Should the information be confirmed, Wang would fill a role left empty following the departure of ex-CEO Tim Tu in April who was subsequently renamed the co-head of the APAC financing group together with Aaron Oh.
09/28/2022
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
09/28/2022
Aerni, who currently heads the Swiss German wealth management business, will switch to the new role in early July 2023.
09/28/2022
Crux CEO Karen Zachary, Columbia Threadneedle CEO Nick Ring, and Aegon UK CEO Kirstie MacGillivray will join the Investment Association board.
09/27/2022
Based in Singapore, Tan will be responsible for financial markets e-commerce sales across all products, channels and client segments, including end-to-end digitization.