Managers of Wealth

Barclays Private Bank appoints head of DPM Singapore

Ong Shun Wei joins from Credit Suisse Asset Management and also previously worked at Goldman Sachs Asset Management.

JPMorgan Private Bank Names Nazim Ali Head of Tech for Asia

Ali is based in Singapore and will report to Tomas Pierucci, head of international tech disruptors and Harshika Patel, chief executive officer of the Asia private bank

Carolyn Leng Joins CGS International as Managing Director, Group Head, Private Clients

In her new role at CGS International, Carolyn will focus on developing economic models for M&As and capital-raising transactions, enhancing product offerings, and ensuring superior client satisfaction.

Oakglen Wealth appoints Jersey Managing Director

In this piece we bring to you the news of our new Managing Director Appointment in Jersey, as David Baker steps down for retirement and passes on the baton to Allan Stewart.

Bank Avera: Promotions

The Board of Directors and the Executive Board have decided on the following promotions and appointments as of July 1, 2024

REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.

Under François Reyl's leadership, REYL & Cie has expanded from an authorised securities dealer with 15 staff in Switzerland to a fully licensed Bank with 400 employees, an international presence and a diversified business scope.

Financial Services Group GSB launches debt and equity capital markets division: GSB Capital

Grant Bergman heads up the new division as Global Head of GSB Capital

Stonehage Fleming Appoints Pran Naidu As Senior Analyst in Global Best Ideas Equity Team

Pran joins from Melville Douglas Investment Management, where she was a senior global equity analyst and co-fund manager.

Crestbridge Family Office Services strengthens senior central team to sharpen focus on growth

The growth of Crestbridge FOS’ central team comes at a pivotal time for the firm, which marked its tenth anniversary last year and is now embarking on a new and ambitious growth journey as a fully independent and private business.

FNZ appoints Enrique Sacau as CEO for Europe

Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic expansion

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity

Steven Goulart Appointed as DWS USA Corporation Board Chairman

At MetLife, he oversaw approximately $600 billion in assets under management worldwide.

New MD James Wiseman to lead strategic growth at Praxis Guernsey

James, who was educated in Jersey and spent the first 20 years of his financial services career there, has returned to the Channel Islands with his family.

Island's financial regulator chairman retires

In its proposal for Mr Aspden's potential appointment, P&R said he was a financial professional with vast experience.

Head of Zurich's Oldest Private Bank Steps Down

Eric Steinhauser resigns from his role as CEO of Rahn+Bodmer and departs from the company.

Federal Council appoints Chairman of SNB Governing Board

He previously worked in various positions at the SNB

Close Brothers CIO and head of bespoke exit firm in restructure

Robert Alster and Giles Marshall leave as the company enters ‘a new phase of strategic development’

KKR private wealth director leaves

Andrew Cocks has left KKR, after joining the firm from Blackstone in 2021.

Barclays Private Bank Hires Ex-CSAM Duo

Barclays Private Bank has appointed Ong Shun Wei as head of discretionary portfolio management (DPM) Singapore

Executive Moves