07/05/2022
Lombard Odier Taps Wealth Veteran From UBS
Based in Singapore, Liu will be fully responsible for Lombard Odier’s private client business in Asia and report to Asia CEO Vincent Magnenat.
Executive Moves
07/05/2022
Endowus Names Head of Hong Kong
Yuen was most recently working at Hong Kong-based asset manager Value Partners, leading the group’s direct distribution, marketing, communications and investor relations functions.
07/05/2022
VG announces 2022 promotions
In recognition of our team's hard work and talent, we've made a number of promotions across our private wealth, funds, corporate and support teams.
07/05/2022
Credit Suisse (Switzerland) Ltd. announces change in Senior Management
Roger Suter to succeed Serge Fehr as Head Private Banking Switzerland, effective August 1, 2022.
07/05/2022
Vontobel Appoints Head of Asia Pacific Asset Management
He has 18 years of industry experience and brings an extensive track record of success with institutional investors.
07/05/2022
Vontobel AM APAC head to lead intermediary channel in Switzerland
the firm announced the appointment of Wei Kai Lee as head of the Asia Pacific region.
07/05/2022
Zurich WM hires ex-EFG private banker
The firm said this is part of its strategy to expand internationally.
07/05/2022
Cazenove Capital continues regional expansion with the appointment of a Portfolio Director for the North East
Stephen brings years of experience to the Cazenove Capital team.
07/05/2022
Van Lanschot Kempen is aiming to further expand its Investment Management activities in Germany
This appointment follows last year's appointment of Thomas Poulsen, who is responsible for the Scandinavian region.
07/05/2022
Weatherbys banker joins ex-Brooks London boss’ wealth boutique
David Stead joins the London-based boutique which is run by former Brooks Macdonald London heads.
07/05/2022
Apollon Wealth Management Names Chief Investment Officer
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings
07/05/2022
Rockefeller Capital Management Names Rose Lee
Before joining Rockefeller, Lee served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
07/04/2022
Vontobel AM's former alternatives head joins Zurich boutique
Experienced illiquid investor takes on new position which will involve covering hedge fund selection and monitoring.
07/04/2022
Abrdn replaces Davidson through internal promotion
Fennell reports to Abrdn global head of alternatives Russell Barlow and manages a team of five people.
07/04/2022
Julius Baer announces new CEO for Julius Baer India
He succeeds Ashish Gumashta
07/04/2022
Former Commerzbank CIO joins German wealth manager
The new hire will take charge of investment processes, including capital market strategy and asset allocation.
07/04/2022
StanChart Nets Ex-J.P. Morgan Private Bank Strategist
He is responsible for the CIO office’s coverage and capabilities for the North Asia region while representing its views to affluent clients.
07/04/2022
A-rated high-yield PM joins GAM from Swiss rival
Fund manager ends eight-year stint with Swiss private bank to become senior investment manager at Zurich-based group.
07/04/2022
Swiss Life Asset Managers appoints head of real estate Switzerland
The internal appointment replaces Renato Piffaretti, who has taken a new position elsewhere.
07/04/2022
Pascal Eyholzer becomes a partner at ZWEI Wealth
ZWEI Wealth strives to recruit the best advisors.