Managers of Wealth

Pictet adds PM to Agora fund amid steep assets decline

Frederico Lupi joins to work alongside fellow co-head Clément Mauve, who became part of the Agora team in 2020.

Amundi Appoints New Global Head of ETF

He began his career in 1999 in Jakarta at Crédit Agricole Indosuez in debt restructuring and export financing activities.

Amundi New Appointments

He will lead Amundi’s operations in North & South Asia as well as our joint ventures in mainland China.

HSBC Global Private Banking Expands Team with Addition of NRI Banker

The newly recruited Manish Vyas, an experienced professional in the wealth management domain, will be operating out of Hong Kong.

BNP appoints Martin Loh as China's wealth management head

Prior to joining BNP Paribas, he held senior posts at Credit Suisse and various roles at UBS, Citibank, Sumitomo Bank Corporate Finance, and DBS Corporate Banking early in his career.

Nicole Doppler becomes a partner at ZWEI Wealth

With over 25 years of experience in the financial industry, Nicole Doppler brings broad and comprehensive specialist knowledge.

PGIM Investments names new Swiss country head

Rochus Appert, who worked in Columbia Threadneedle, will grow the regional footprint of PGIM by deepening its relationship with private banks, wealth managers, fund of funds and other intermediaries.

Oppenheimer appoints trio of London MDs

Chris Malcolm to head technology team at European subsidiary of American investment bank and wealth manager

Oddo BHF Lands Another Credit Suisse Banker

He will be responsible for expanding its business with private wealth clients

True Potential names new chair as David Harrison steps down after 16 years

He is succeeded by Andrew Sibbald, who has been deputy chair since April 2023.

ZEDRA Governance appoints Alastair Meeks as Client Director

Alastair previously spent 28 years at Pinsent Masons LLP as a solicitor, going on to chair the Association of Pension Lawyers.

JP Morgan AM's John Baker to retire after nearly 30 years

Hands over seven funds

Three more Credit Suisse private bankers jump ship to Lombard Odier

Sibylle Himbert, Jurie van der Merwe and Elena Hainaut-Tschopp have joined the firm in the past two months.

Nordea AM names successor to Swiss boss

Cristian Pappone, who joined as head of institutional and wholesale distribution for Switzerland and Austria, is earmarked to take over the role of Jose Machi.

New contact person for sales partners at Bantleon

The asset manager Bantleon has transferred responsibility for supporting sales partners in Switzerland to Christoph Schwarzmann.

MASECO Private Wealth Announces New Head of Compliance

His experience and deep understanding of regulatory compliance will be crucial in helping us navigate the constantly changing landscape of the financial industry.

JLL appoints Anita Bleiker as Head Markets Switzerland

Anita Bleiker assumes responsibility for owner and tenant representation throughout Switzerland.

Oakglen Wealth expands investment management team with two senior appointments

Oakglen Wealth (formerly known as Oakbridge Wealth) is delighted to announce the appointments of distinguished industry professionals, Richard Firth and Michael Clarke

Pictet AM names fixed income CIO and EMD chief

Pictet has also revealed an updated manager lineup for its emerging market bond fund offering.

First Sentier Investors Names COO

She will be based in Sydney and is expected to join the firm in February 2024.

Executive Moves