Managers of Wealth

Ex-Lazard AM Swiss boss resurfaces in private markets role

Bertrand Levavasseur has returned to Oddo BHF, while his former employer has appointed Björn Bahlmann and Olivier Metayer as co-heads for Switzerland.

Standard Chartered Strengthens Greater China Team with Former EFG Banker Chen Siyun

Chen returns to the British lender after roles at EFG Bank, Bank of Singapore, and DBS Bank, bringing over a decade of expertise in wealth management.

JTC Appoints New Managing Director in Mauritius

In particular, he will oversee client service delivery and commercial performance, ensuring high standards, regulatory compliance and excellent client experience.

Quintet appoints Lars Kalbreier as Group Chief Investment Officer

Kalbreier is currently a Partner at Bainbridge, an advisory and investment banking platform, where he is responsible for strategic asset allocation across public and private markets.

Welcoming new voices to the Tribe

We’re excited to have them on board and look forward to the perspectives and energy they bring to the Tribe.

Geneva IAM names investment chief in reshuffle

Exclusive: independent asset manager makes two promotions after its previous chief investment officer left for Bank Syz.

Brooks Macdonald appoints Will Hobbs as Chief Investment Officer

Will brings extensive experience in global portfolios, equities, sector allocations, investment strategies and investment management for UHNW and HNW.

HSBC AM names next alternatives CEO

Succeeds the retiring Joanna Munro

Deutsche Bank hires from Goldman Sachs for Thailand team

The former Goldman Sachs banker, who speaks fluent Thai and English, has joined Deutsche Bank's Southeast Asia unit.

Investec appoints David Monks and strengthens leadership capacity in Jersey

David is a Jersey resident and brings more than 20 years of experience in lending.

Citi appoints two new co-chiefs for infrastructure financing division

Farina and ⁠Cascarino will report to DCM heads, John McAuley and Chris Munro, and ⁠closely collaborate with all capital markets groups across the bank.

Oakbridge Group announces senior promotions and restructuring

Oakbridge managing director Chris Bowden said: “These promotions and our recent new hires reflect the continued growth of our business and the increasing demand for high-quality corporate and fund services.

Renowned finance professor joins Fedafin board of directors

Fedafin, the Swiss rating agency headquartered in Widnau in the Rhine Valley, is strengthening its board of directors.

M&G appoints Andy Young as Director of Adviser Experience, Customer Experience and Digital

Andy will work closely with M&G’s technology, propositions and operations teams to ensure alignment between adviser and customer needs.

Citi Appoints Former Goldman Sachs Banker to Lead Healthcare Coverage in Australia and New Zealand

Citi highlighted its strong position in healthcare investment banking, noting its top global ranking for M&A advisory in the sector

Zurich boutique appoints GAM multi-asset chief as chair

The Singularity Group has elected GAM's Andrea Quapp as chair of its board of directors.

Broadridge Appoints Peter Reali As General Manager Of Newly Created Institutional Governance Business

Reali will report to Swatika Rajaram, President, Bank and Broker-Dealer Solutions, and will be based in New York.

Nomura AM Appoints Nick Henderson as Head of Global Sustainable Equities

At Columbia Threadneedle and at BMO, Henderson launched, and served as Lead Manager of the Sustainable Opportunities Global Equity Strategy, and the Sustainable Global Equity Income Strategy.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

Treasury Partners provides comprehensive financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management.

JTC Makes Over 270 Group-Wide Promotions

The promotions reflect JTC’s commitment to cultivating a culture that gives people the opportunity to have a defined career path

Executive Moves