Managers of Wealth

LGT private banker takes managing director role at NPB

The Zurich private banking boutique has recruited Vipul Bhushan and Inela Latifovic.

Top 50 IAM reunites ex-JP Morgan private bankers

Maria Mavridoglou, recent partner at Decisive Capital Management, has joined Novum Capital Partners.

Barclays Veteran Joins $4 Billion Wealth Firm Azura in Dubai Bet

Hazem Shish is partner in firm’s strategic opportunities team

Citi names new global head of manager research; layoffs hit gatekeeper unit

There have been notable changes on Citi's gatekeeper team, which has a new head of manager research, but has also been hit hard by sweeping layoffs taking place across the bank.

UBS GWM mulls cutting about 70 jobs in Asia

The job cuts could include about 25 relationship managers with some in investment and solutions teams, mostly covering Greater China and Singapore.

Evelyn Partners appoints Edward Park as Chief Asset Management Officer

As part of the senior leadership team, he will also become a member of the Group Executive Committee, reporting to Paul Geddes, Group Chief Executive Officer.

HSBC hires Credit Suisse Switzerland's alts chief

HSBC global private banking and wealth has hired Justine Kreis as head of alternatives Europe, Middle East and Africa (EMEA). Most recently Kreis was at Credit Suisse in Zurich, where she was head of alternative investments for the Swiss bank. Before th

Top 50 IAM names new chief investment officer

Simon Lutz, who worked in Baumann & Cie and UBS, took a new role at Tareno this month.

2plan appoints Claire Limon as managing director

Prior to that she held senior roles at Countrywide and Bank of Scotland.

Rathbones Bristol head James Fox retires after 30 years

Amos Nelson has been named regional director of Rathbones Investment Management in Bristol.

J.P. Morgan Appoints Private Credit Executive

Ong has worked at the US lender for over 13 years and is currently its head of Southeast Asia debt capital markets.

Julius Baer CEO Reportedly Stepping Down

Board member David Nicol, who led the governance and risk committee, will also step down.

Bank of Singapore Names Philippines Market Head

In the role, he reports to Robin Heng, co-head of private banking, Singapore.

BlackRock Switzerland chief investment strategist Martin Lück steps down

He has held the role since 2015 and will be succeeded by Ann-Katrin Petersen.

NMA profile star takes helm at Partners as Roberts takes on new 7IM role

7IM’s Fiona Oliver has been promoted to managing partner, while former managing partner James Roberts has been appointed head of strategy and proposition in the wider 7IM group.

GAM Fund Management Limited board names new chair

Grainne Dooley is to succeed the late Gerard Thomas Young on the asset manager's Irish entity.

Citi Unveils New China Country Officer

He first joined Citi’s Shanghai office in 2002 and held various leadership positions across corporate and commercial banking.

Barclays appoints Co-Head of Credit Trading, Asia Pacific

He also led their corporate financing business in India and was engaged in Special Situations.

Lazard Appoints Dan Schulman And Stephen R. Howe Jr. To Its Board Of Directors

They are world-class leaders and emblematic of the extraordinary professionals we attract at Lazard.

Fidelity International hires two senior equity portfolio managers

New appointments follow portfolio manager Jeremy Podger's decision to step down from active portfolio management in March 2024.

Executive Moves