04/19/2022
Credit Suisse China Venture CEO Steps Down
Janice Hu is the overall CEO for Credit Suisse in China, assuming the role in July of last year.
Executive Moves
04/18/2022
Third Financial poised for further growth with important hire
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform services to Wealth Managers, Financial Advisers and Family Offices.
04/18/2022
Mark Adams Named Regional Director at J.P. Morgan Wealth Management
Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.
04/18/2022
Snowden Lane Partners Adds New Advisor Team
Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane
04/18/2022
JTC Bolsters Private Client Team
Sean will play a key role in supporting JTC’s multijurisdictional portfolio of private clients and families
04/14/2022
Ex-SGKB fund manager joins Schwyzer cantonal bank
Robert Wenk will take on the role of senior research analyst.
04/14/2022
UBS names new manager for embattled Asia fund
Raymond Lin Gui will join UBS' asset management arm in Hong Kong
04/13/2022
IQ-EQ Hires Chief Commercial Officer for Asia
He has over 25 years of experience in financial services
04/13/2022
Wealthspire Advisors Names Nine New Managing Directors
Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.
04/13/2022
UBS LatAm advisor joins Vontobel wealth biz
He began his career in finance with ABA Capital Markets in Venezuela
04/13/2022
Sionic Appoints Chief Client Officer
Our first ever CCO has a global focus on new business development and client account management
04/13/2022
L1 Digital Nabs Goldman Sachs Banker
The investment firm, focused on blockchain and digital assets, received its license as a manager of collective assets from the Swiss Financial Market Supervisory Authority (Finma) last January.
04/13/2022
IQ-EQ names Chief Commercial Officer for Luxembourg
Bram is an experienced commercial director with a 20-year international track record in the financial services industry.
04/12/2022
StanChart Appoints Taiwan Head of Wealth Management
New Hong Kong Wealth Management Head for StanChart
04/12/2022
Citi Names APAC Head of Global Wealth Management
Citi Appoints Asia Economist For Wealth Management Unit
04/12/2022
UBP and SCB make senior Asia appointments
The wealth management positions are in Singapore and Taiwan.
04/12/2022
Zurich family office’s VC vehicle appoints managing partner
Kingstone Schweizer Ventures focuses on the themes energy systems, food tech and materials 2.0.
04/11/2022
Quilter Cheviot Europe boosts its Dublin office with triple hire
QCE expects to continue expanding its team in Ireland to support its growth ambitions.
04/11/2022
Revealed: Ruffer adds six partners to its ranks
Former M&G global chief Aled Smith and two investment managers are among the new additions, lifting the total number of partners on Ruffer's books to 58.
04/11/2022
UBP Nets Ex-Julius Baer Structured Product Specialist
Meier is a 30-year financial veteran and he joins from Julius Baer where he led its APAC structured products advisory and sales team since 2010.