04/19/2022
Julius Baer Appoints Greater China Group Head
The step is effective immediately and Soong will continue to be based in Hong Kong.
Executive Moves
04/19/2022
Saxo Markets hires Greater China wealth head
The appointment follows the gaining of additional Hong Kong licences last year.
04/19/2022
Goldman China Wealth Venture Replaces Planned Head
Yin will ostensibly replace Gu Jiangang, who was the originally planned head of the joint venture that is 51 percent owned by Goldman Sachs Asset Management, with the remaining 49 percent held by ICBC’s wealth unit.
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.
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.