Managers of Wealth

Citi Names Bank of America Veteran Zhang as New China Country Head

The appointment is subject to regulatory approvals.

Evelyn Partners expands charity team in Leeds

In her new role, she will support client relationships, business development and charity administration.

Julius Baer names new market heads for Southeast Asia

Shui Wei Ho and Vi Sun Yang succeed Chin Lit Yee as Southeast market head at Julius Baer.

Lumen Capital Expands Team with Former UBS Executives

Haas brings over 20 years of experience in wealth management, both in the Swiss market and in international business.

Change of management at the Bellevue Group

He will be responsible for the operational management of Bellevue Group, along with the existing Group Executive Board.

Manuel Ebner Appointed Chairman of AI-Focused Asset Manager

He served as CEO of Martin Ebner’s BZ Bank, CEO of Artificial Life, and Partner at McKinsey & Company.

AlphaWealth appoints new region head

Emma Swart, investment consultant at OrbVest, was appointed group director and head of the KwaZulu-Natal region in April.

Hightower Announces Transition to CEO Larry Restieri

Leadership change marks pivotal moment in RIA’s evolution

Aztec Group appoints former Vanguard Executive Sean Hagerty as chair

With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.

Wealth manager appoints head of risk

Alexandria Thomaschuetz joined the firm in March from Professional Wealth Services in Sydney where she worked for five years.

Leadership Change at JPMorgan Asset Management: Chng Chia Chia Departs as Asia Head of Private Bank Distribution

Chng joined JPMAM in 2015, bringing experience from roles at NN Investment Partners and Prudential Asset Management.

Northern Trust Asset Management Appoints Chief Investment Strategists

Paulin and Tanious will work with Northern Trust Asset Management’s investment team in equities, fixed income, multi asset, and alternatives to build its economic and markets views.

Aberdeen Appoints APAC Head of Equities

Aberdeen Investments has appointed Pruksa Iamthongthong as head of equities, Asia Pacific,

Basel AM recruits from Baloise to head portfolio management

Pax Asset Management has announced ex-Baloise senior portfolio manager Samuel Müller as its new head of portfolio management.

Julius Baer appoints new Market Heads for South East Asia

Shui Wei HO, currently Market Head Thailand, Japan and Asia Switzerland, and Vi Sun YANG, currently Group Head South East Asia, have been appointed as Market Heads for South East Asia, succeeding Chin Lit YEE, who is retiring after nearly four decades in

Executive Moves