Managers of Wealth

Blue Owl Capital Hires PIMCO's John Valtwies to Lead Australian Private Wealth Business

John brings over a decade of experience managing Australian private client relationships across family offices, private banks and ultra-high-net-worth advisory groups

StanChart Relocates Singapore Wealth Vet to Dubai

He will also become a lead for the affluent global Indian segment.

Evelyn Partners bolsters IFA team with two business development appointments

Ben Sims and Joe Sheehan join the team to cover Central London and key national accounts respectively.

Julius Baer Adds NRI Team Head in Singapore

Based in Singapore, he reports to Vijay Solomon, global head, global NRI.

HSBC AM Expands Responsible Investing Team

She is also the chair of the advisory board for the Master of Science in ESG Management at Hong Kong-based Lingnan University.

Ex-Morgan Stanley managed advisory banker resurfaces

JianHao Low, who was a vice president at Morgan Stanley’s managed products advisory team for around two years, has joined StepStone as a director.

Goldman Sachs AM poaches ETF portfolio manager from JP Morgan AM

Rubio marks GSAM’s second ETF hire from JPMAM in recent months

Vontobel Hires Ex-BlackRock Executive in Singapore

Prior to that, she worked at UBS Asset Management and BNP Paribas Investment Partners.

Lazard makes distribution appointment from PGIM

He will be based in Sydney alongside portfolio managers and analysts Warryn Robertson and John Mulquiney

Liechtenstein's VP Bank to exit Hong Kong after 18 years

CEO Pamela Hsu Phua and COO Heline Lam resign; Singapore office to focus on Asia

J.P. Morgan Asset Management Appoints Travis Spence as Global Head of ETFs

Spence to continue global momentum for active ETF business

Oliver Wyman Announces Paul Ricard As Asia-Pacific Head Of Insurance And Asset Management

He will be based in Oliver Wyman’s Singapore office and will divide his time between Greater China, Southeast Asia, Japan and Australia.

Evelyn Partners Fund Solutions Ltd appointed ACD and Fund Administrator to Dowgate’s Cape Wrath Focus Fund

Appointing EPFL as ACD and Fund Administrator for Adam Rackley’s fund extends EPFL’s partnership with Dowgate Wealth.

Goldman Sachs AM bolsters fixed income team

He joined the asset management firm from J.P. Morgan, where he was a multi-sector fixed income portfolio manager with a focus on ETF portfolio management across indexed and active strategies.

Edmond de Rothschild appoints Switzerland CIO

Aurélie Tixerand, who managed multi-asset mandates at J Safra Sarasin and Union Bancaire Privée, has joined Edmond de Rothschild.

Fundpath makes two senior leadership appointments

The latest additions to the London-based Fundpath team follow a second round of funding with its venture capital partner Fuel Ventures

Quilter Investors hires new manager research analyst

Daniels joins Quilter Investors from Bordier UK, where he was an investment analyst focusing on equity, fixed income and alternative funds within the firm’s research team for over four years.

Neuberger Berman Appoints Simon Cheung to Spearhead Coverage of Single Family Office in Hong Kong and Southeast Asia

Simon reports to Greg Wu, Head of Institutional Client Group for Southeast Asia, Hong Kong, and Taiwan.

Reto Calonder to become Head of the St. Gallen branch and the Eastern Switzerland region of Julius Baer

Bank Julius Baer announces the appointment of Reto Calonder as Head of its St. Gallen branch and the Eastern Switzerland region. He will join the Bank on 1 December 2024.

Davis Polk Continues Asset Management Investment with Addition of Partners Andrew Ahern, Alisa Waxman and Luke Eldridge in New York

Andrew Ahern, Alisa Waxman and Luke Eldridge will join Davis Polk as partners in the Investment Management practice in New York.

Executive Moves