Managers of Wealth

AJ Bell creates deputy CEO role in board reshuffle

He will support CEO Andy Bell with the development and execution of the company’s strategy to drive the future growth of AJ Bell’s platforms.

Swiss private banking CEO steps down

The net results include an extraordinary gain from the sale and lease back transaction that Pictet executed during the first quarter of the year concerning its main building in Geneva.

Citigroup poaches Shah from Credit Suisse to boost tech M&A

Deals which Shah has advised on this year include Atotech's $5.1 billion sale to MKS Instruments Inc. and Blue Yonder's $7.1 billion sale to Panasonic Corp.

Tilney Smith & Williamson expands London financial planning team

James Weston joins from Saunderson House

Canaccord promotes investment director in UK arm

“I look forward to him taking the helm to continue the portfolios’ success.”

Allspring Global Investments appoints Chief Legal Officer

Kate has one of the most respected legal minds in the asset management industry and will bring her vast experience, energy, and exceptional judgment to Allspring.

PGIM Investments Hires Head of Asia From Goldman Sachs

Jones will lead the expansion of PGIM’s global intermediary business into Asia, building out teams in Hong Kong and Singapore to support the firm’s sales and distribution efforts in the region, the announcement said.

Bedell Cristin bolsters its International Private Client team

Bedell Cristin has recruited Elena Gogh as a partner in its Guernsey office to further strengthen its International Private Client (IPC) team.

Credit Suisse Bolsters Asia Private Banking Product Units

Previously, she also worked as a cross-asset advisor for Krungsri Asset Management and fund manager for Tisco Asset Management and PrimaVest Asset Management. Credit Suisse’s private banking arm has strengthened its product capabilities with two hir

Dagmar Kamber Borens Lands Swiss CEO Role

Kamber Borens is a banking veteran who spent 17 years at UBS, where she was made a managing director in 2008 when she worked as then-finance chief John Cryan's chief of staff.

HSBC AM Appoints Global Fixed Income CIO

He spent three years at the International Monetary Fund and 20 years at the Bank of England before joining HSBC.

Global Forestry Investment Manager Adds Senior Duo

New Forests has named Jo Saleeba as head of sustainability and Lauren Stewart as head of communications, according to a statement.

Deutsche Bank Forms Wealth Team With Ex-Credit Suisse Trio

The German private bank has also hired ex-Credit Suisse bankers Shawn Ngoh and Pichaya Prawanmeet as director and vice president, respectively, as part of the new Southeast Asia team.

Barclays Appoints Head of Asia Special Situations

Based in Hong Kong, Joseph will be tasked with leading the build-out of the special situations franchise in Asia, developing and embedding the bank’s capability to source, underwrite, manage and distribute stressed and distressed risk locally.

State Street Hires Former Credit Suisse Exec

Based in Hong Kong, Edwards will report globally to Staffan Ahlner, global head of collateral management, and regionally to Michele Hardeman, APAC head of global markets.

Julius Baer Nets Ex-UOB Private Banker

Ming joins from UOB Private Bank where he was its North Asia market head since 2017.

Cantonal bank appoints UBS veteran as regional head

He will head a 75-person team and begins on 30 August.

Deutsche Bank Forms Wealth Team With Ex-Credit Suisse Trio

The German private bank has also hired ex-Credit Suisse bankers Shawn Ngoh and Pichaya Prawanmeet as director and vice president, respectively, as part of the new Southeast Asia team.

EFG Strengthens Investment Unit with Indosuez Hire

Previously, he also served in various private wealth roles with CIC, Bank of Montreal, Canadian Imperial Bank of Commerce, Banque Nationale de Paris and BNP Paribas.

HSBC AM hires former Lyxor managing director to lead southern Europe push

Merla is HSBC AM's fourth new hire announcement since March

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