Managers of Wealth

Schroders appoints head of Australian fixed income

Dear would be based in Sydney and continue to report to head of fixed income and multi-asset, Simon Doyle.

McKinsey & Company strategy consultant joins research team of UBS

At McKinsey, Fromyhr spent five years advising clients across several sectors on topics including corporate strategy, business planning, corporate finance, mergers & acquisitions, and transformation.

Moelis Asset Management appoints Head of Business Development

He joins on Wednesday, July 21st and will be based in New York.

Two senior LOIM equity fund managers to retire

Citywire + rated fund managers have been with the firm for 20 years.

IQ-EQ appoints new Associate Director of Private Wealth

In his new role Jerome will be working alongside the wider Asia team to support on the overall commercial strategy development and execution of IQ-EQ’s Private Wealth Segment in Asia.

Exclusive: Geneva WM hires CIO from HSBC Private Bank Switzerland

Belal Khan was responsible for helping formulate the global macroeconomic outlook, investment strategies, and investment themes across asset classes.

Zurich boutique recruits ex-Mirabaud Swiss equity head to launch ‘quantamental approach’

He had spent five years at Mirabaud, and previously worked at Deutsche Asset Management.

J.P. Morgan AM Names APAC Head of Data Science

Bray has been with J.P. Morgan for more than 20 years with extensive experience in quant-based trading, particularly through the usage of machine learning and large-scale data processing.

BNY Mellon IM Adds Southeast Asia Head of Intermediary

Based in Singapore, Liu will focus on increasing awareness in BNY Mellon Investment Management’s specialist firms and growing assets amongst private banks, family offices, fintech firms and strategic partnerships.

Conor O’Dea retires from Butterfield board

He also retired as non-executive chairman of Butterfield Bank in Cayman.

Credit Suisse Hires NAB Private Banker

Previously, she also worked for FC Funds Management, BT Financial Group in private wealth sales and ANZ in its global markets division.

Marlborough appoints fund veteran to board

Funds industry veteran Simon Ellis has joined the board of Marlborough as the funds marketeer plans a major strategic expansion.

First Paying Customer on New Shepard Will Be the Youngest to Fly to Space

He will join Jeff Bezos, Mark Bezos, and Wally Funk aboard the first human flight on July 20.

Deutsche Bank's international private bank unit hires seven bankers in Americas

The German lender's IPB unit offers advisory and wealth management services to high net-worth individuals and their families.

Blackstone Announces A New CEO of its Expanding China Logistics Platform, DragonCor

Blackstone has built the DragonCor portfolio over the last three years into a collection of carefully selected high-quality logistics assets strategically located in China’s major hubs, with a diversified tenant base across fast-growing sectors such

Knight Frank bolsters Valuation & Advisory team with six appointments

With more than eight years in Knight Frank’s West End Capital Markets team, Louise Fuller has joined the Valuation & Advisory team as a Partner focusing on Central London Valuations.

Raiffeisen: Guy Lachappelle stumbles over a "huge mistake"

While Raiffeisen gave no reasons for the abrupt departure in the announcement, Lachappelle appeared in front of the media in Basel in the evening - as a private person, as he emphasized.

Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group

The Zandbergen Group launched in late 2020 and recently opened their new state-of-the-art office in Laguna Beach, California

Rothschild & Co appoints Mike Allen as Senior Adviser to Guernsey Wealth Management business

Mike has more than 35 years’ experience in wealth management, corporate and investment banking.

BNP Paribas Switzerland WM appoints head of Middle East and Africa

Ramzi Mouawad now reports directly to Hubert Musseau, CEO BNP Paribas Wealth Management Switzerland & Emerging Markets.

Executive Moves