09/19/2023
HSBC's global chief information officer for wealth and private banking exits
Manoj Bhojwani has left the bank after over five years at the bank, overseeing its technology strategy.
Executive Moves
09/19/2023
Fidelity Bank Gains Global Recognition with Remarkable H1’23 Performance
Fisch Asset Management has appointed Dr. Axel Potthof, a seasoned industry veteran, to its high-yield team. It is planned to further expand the product range in this area.
09/19/2023
Credit Suisse portfolio manager joins Rothschild & Co
Zurich-based Lilian Birrer, who previously worked for UBS, Migros Bank and Rahn + Bodmer, started her post this month.
09/18/2023
Goldman names head of wealth investment solutions for asset management
The unit Vora will head caters to affluent clients who fall under the ultra-high net worth and high-net worth categories, with personalized investment portfolios across both stocks and bonds.
09/18/2023
Broadridge Appoints Vice Chairman of Global Technology and Operations Business
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business
09/18/2023
Citi Reshuffles Wealth Leadership in Asia
The two will functionally report to Andy Sieg, who will become Citi's head of wealth on September 27.
09/18/2023
RBC WM strengthens in Hong Kong and Singapore
RBC Wealth Management has hired Kenny Ng as team head in Hong Kong alongside three relationship managers in Singapore.
09/18/2023
Barclays Welcomes Asia Private Banking Head in Mumbai
Sandeep Das, head of private clients in India, will leave the bank to pursue another opportunity.
09/18/2023
EFG International opens a Financial Service Office and appoints Joseph Wolf as CEO in Israel
Joseph Wolf has been appointed as CEO of EFG Wealth Management (Israel) Ltd., reporting to Franco Polloni, Head of Switzerland & Italy Region of EFG.
09/18/2023
Van Lanschot Kempen IM adds two PMs to sustainable equity strategy
Huub van der Riet and Chong Peng join the Netherlands-based firm
09/18/2023
Former Richardson Wealth co-founder takes new role at US firm
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/15/2023
Julius Baer announces appointment of Group Head Greater China
The move is part of Julius Baer's strategy to enhance its presence in the Greater China market and indicates the bank's focus on strengthening its team to support its business growth.
09/15/2023
Goldman Sachs’ Adam Siegler to Lead Firmwide RIA Strategy
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
Van Lanschot Kempen strengthens Sustainable Equity strategy with appointment of Huub van der Riet and Chong Peng
With these appointments, Van Lanschot Kempen further commits to its investment strategy that focuses on investing in high-quality companies that are demonstrably committed to the transition to a sustainable economy.
09/15/2023
Credit Suisse relationship manager duo heads for Vontobel
Lionel Iso and Alexandre Brantus have joined Vontobel in Geneva.
09/15/2023
United big bankers at the head of the Bankers Association
It is still unclear how the loss of CS will affect the association financially.
09/15/2023
Artemis unveils plans for new consumer brands fund
Artemis has announced its intention to launch a new global equity strategy to tap into the investment potential of changing consumer demands for leading brands.
09/15/2023
Atomos poaches Fidelity advice policy head
Dawn Mealing joins as financial planning business manager after six years at Fidelity International.
09/14/2023
Abrdn hires new head of institutional and global solutions from US giant
Some of his responsibilities will include managing consulting actuary relationships
09/14/2023
Holborn Assets appoints Ostrick and hires 25 advisers
To meet demand for golden visas