Managers of Wealth

Brown Wealth Management Hires New Director of Wealth

Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role

Knight Frank Appoints Head of Global Capital Stategies

She has been promoted from her previous role of director of APAC capital markets and continues to report to Neil Brookes, who was recently appointed to lead global capital markets, also based in Singapore.

Kingswood Chairman and CFO Both to Leave

The London-listed company said that Jon Millam has been appointed as the new CFO, effective from Aug. 1.

DBS names group head of global transactions services

Bank continues efforts to develop leadership from within

Tilney taps family office for two hires

In her new role, Harper will work with investment managers on more complex mandates including those reporting in currencies other than sterling.

HSBC Names Veteran to Investment Role

The British bank's private bank in Switzerland advanced one of its own as investment chief.

Blackstone appoints Global Head of Infrastructure Portfolio Operations and Asset Management

He will partner with portfolio company CEOs to drive key value creation initiatives throughout our infrastructure companies.

Lazard Asset Management appoints Head of Sustainable Private Infrastructure

Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.

Moore Kingston Smith announces latest director promotion

David joined Moore Kingston Smith Financial Advisors from a London based practice where he was head of the wealth management team, overseeing over £100m of client assets.

Janus Henderson appoints Global Chief Operating Officer

As part of his new role, James Lowry will oversee operations, technology, data governance and architecture, change management and strategic vendor oversight.

BNP Paribas Nets Ex-Credit Suisse NRI Banker

Chauhan was most recently working for Credit Suisse where he was also an NRI banker that reportedly began coverage of the Sri Lanka market in 2018 with a team of relationship managers.

Indosuez Wealth Management announces four new senior appointments in Asia

They have extensive expertise in the areas of credit and risk management in banking

Close Brothers boosts board

On joining the board, Patricia will become a member of the board's Risk and Audit Committees.

Evercore Wealth Management Appoints Managing Director, Wealth and Fiduciary Advisor

Ms. Anthony joins Evercore from BNY Mellon Wealth Management

Credit Suisse brings UBS' Kruck in as asset management chief of staff

David Kruck will join Asset Management as Chief of Staff, effective August 1, 2021

Edmond de Rothschild appoints healthcare PM

Sébastien Malafosse is an experienced analyst in the healtcare sector.

J.P. Morgan Private Banker in NY Joins Top Morgan Stanley Producer’s Indy Team

He has signed on with an existing Morgan Stanley team in Indianapolis led by another former J.P. Morgan private banker, John D. Perry, the person said.

Billionaire Eduardo Saverin’s B Capital Hires Sheila Patel From Goldman Amid Global Expansion

With over two decades of investment banking experience, Patel was most recently chairman of Goldman Sachs Asset Management based in London and a member of the bank’s investment management committee.

Lombard Odier Nets Credit Suisse Pair

Business and operations in Asia are «growing and flourishing,» Magnenat said.

BNY Mellon Appoints its First Chief Growth Officer

In his new role, he will continue to drive momentum across our business, and be a force multiplier in BNY Mellon's ability to seize the growth opportunities in the marketplace, while continuing to deliver innovative solutions to our clients.

Executive Moves