Managers of Wealth

Wealth pioneer Naz Vahid leaves Citi

Naz Vahid is to leave Citi after nearly four decades as one of the US bank’s most effective and innovative wealth managers.

Bank of America Private Bank picks new KC market executive

Before that, she was market trust executive for Kansas City and St. Louis and market trust director for Little Rock, Arkansas, and Wichita, Kansas.

Standard Chartered strengthens Transaction Banking global leadership with new hires

All three appointments report to Michael Spiegel, Global Head of Transaction Banking, and join the Transaction Banking Management Team.

BlackRock appoints Will Thomson to its expanding Climate Infrastructure team in New Zealand

Based in Auckland, Will will be responsible for sourcing climate infrastructure investment opportunities and managing the diligence, structuring, and closing of transactions in New Zealand.

HSBC AM Unveils Senior Appointments in North Asia

In the expanded role, Kaneko will spearhead the institutional sales team in North Asia with a focus on Hong Kong, mainland China, Taiwan, Korea and Japan.

Macquarie Capital appoints Honggui Li as Head of Greater China

Mr Li will be based in Hong Kong and support Macquarie Capital’s existing coverage of the region.

$28B Merrill Lynch Team Leaves For JPMorgan

Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.

Sarbjit Nahal Joins Lazard Asset Management

The addition of Mr. Nahal bolsters Lazard’s Global Thematic Equity strategies, which seek to benefit from structural change in industries and companies around the world.

Geneva IAM names head of investment

David Lamarque started at Capital Y this month.

GFC Appointment of New Board Members

The Geneva Financial Center is governed by a Board of 14 directors who represent the many facets of the Geneva and Lake Geneva financial industry.

UBP Nets Ex-BOS Executive as Head of North Asia

She will succeed Ivan Wong in early August following his retirement last week.

Michael Willi becomes senior partner at Dynamics Group

He will join the Dynamics Group office in Basel

Liontrust appoints Natalie Bell as fund manager on UK small and micro-cap funds

Has been part of the Economic Advantage team since 2022

Multi-billion Amundi PM to move to Austrian fund house

Sustainability-focused Jörg Moshuber is leaving Europe’s largest asset manager to join board at Schoellerbank Invest.

Hightower CMO Meghan McCartan Leaves

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

Edmond de Rothschild appoints deputy head of economic research

The Geneva-based economist has worked for the private banking group since 2020.

JP Morgan Private Bank hires HSBC veteran for regional push

Anthony Gifford joins after 21 years with HSBC Private Bank to oversee JP Morgan’s Midlands base and follows several high-profile regional hires in recent months.

Julius Baer creates key UK role in quadruple raid on wealth rivals

Stefano Lupi has left to Pictet to take a new post at Julius Baer International, focusing on bringing new products to its UK ultra-high-net-worth clients.

Leo Wealth Adds a Senior Relationship Manager to Its Hong Kong Team

Jelmer has 17 years of experience in financial services, of which 14 years in Private Banking and Wealth Management.

Enhance appoints Senior Investment Consultant

Prior to joining Enhance, he was Managing Director at Hassium Asset Management.

Executive Moves