Managers of Wealth

Rathbones splits CIO role into three

CIO to retire next year after four decades

Suntera appoints Jersey Funds Head

Jersey funds head appointed as Suntera Global looks to build on new Jersey fund administration licence

JTC Announces over 90 Mid-Year Promotions Across Global Juridictions

This year’s mid-year promotions also include employees from offices in Jersey, California, South Africa, London, Amsterdam, Guernsey, Miami, Edinburgh, South Dakota, Mauritius, Luxembourg, Massachusetts, and Cayman.

Thorntons Investments hires 7IM portfolio manager

Andrew will spend time in both our Dundee and Edinburgh offices and will be responsible for managing bespoke portfolios for individual clients, pensions, offshore bonds, trusts and charities.

Contemi hires Ex FIS & SmartStream sales leader in Hong Kong

Jenny will help Contemi expand market share and build new client partnerships for its Wealth management, post trade processing and insurance software solutions.

BNY Mellon Names Regional Head of Treasury Services

Chen also joins BNY Mellon's treasury services leadership team and represents treasury services on BNY Mellon’s Asia Pacific leadership council.

Credit Suisse appoints CEO of China

She will work closely with Credit Suisse’s leadership team across Asia Pacific and Greater China to capitalize on collaboration opportunities.

New COO for Credit Suisse Asset Management

Credit Suisse has appointed Markus Ruetimann chief operating officer at its Asset Management division, replacing Mike D’Angelo.

Franklin Templeton Hires Ex-Calpers CIO as APAC Chairman

In the newly created role, Meng will join the firm’s executive committee and report to president and chief executive Jenny Johnson.

LBBW Asset Management hires CIO

The new hire will take charge of portfolio management and portfolio analytics at the firm.

Accuro Trust Jersey announces several promotions

Katie, Alex, Scott and Pauline all thoroughly deserve their promotions and I wish them continued success in their careers with Accuro.

Basel boutique water fund manager steps down

Stefan Schütz succeeds him and will be in charge of the strategy alongside Sybille Wyss, who is also CEO at the firm.

Ex-HSBC veteran Jonathan Gan joins Citi as South Asia head of Private Capital Group

In his previous role at HSBC's corporate bank where he worked for almost a decade, Mr Wong built a unique client coverage model which leveraged his extensive origination and execution knowledge of advisory and capital raising transactions across the

Ocorian appoints Simon Percival to lead corporate development

His skills, expertise and impressive track record will be invaluable as we execute our growth plans and develop a highly efficient, tech-enabled business.

Insurance Exec to Head Swiss Regulator

Urban Angehrn will become FINMA’s CEO on 1 November 2021, thus succeeding Mark Branson, who left FINMA on 31 May 2021, and Jan Blöchliger, who is currently overseeing operations as interim CEO.

Saxo Markets Names APAC Head of Asset Management

Prasad will work closely with teams in Asia, including Singapore and Hong Kong, as well as Copenhagen to deliver its upcoming asset management offering in the region.

Former Credit Suisse Executive Joins Boutique Wealth Manager

She will be tasked with managing PCMS’ Paragon Income Fund.

Credit Suisse Bolsters Risk Management with Ex-Trader

This means that the effects of market movements on clients’ trading positions will be monitored.

Credit Suisse's Swiss compliance officer Scarlato leaving

Horta-Osorio has vowed to scrutinise risk management and culture following Credit Suisse's serial mishaps, as well as to review the bank's strategic options for the bank.

James Hambro & Partners poaches Brooks veteran

Robert Seifert will join James Hambro & Partners’ adviser services team after a 10-year spell with Brooks.

Executive Moves