Managers of Wealth

Citi Unveils New China Country Officer

He first joined Citi’s Shanghai office in 2002 and held various leadership positions across corporate and commercial banking.

Barclays appoints Co-Head of Credit Trading, Asia Pacific

He also led their corporate financing business in India and was engaged in Special Situations.

Lazard Appoints Dan Schulman And Stephen R. Howe Jr. To Its Board Of Directors

They are world-class leaders and emblematic of the extraordinary professionals we attract at Lazard.

Fidelity International hires two senior equity portfolio managers

New appointments follow portfolio manager Jeremy Podger's decision to step down from active portfolio management in March 2024.

Lombard Odier Appoint New Asset Management COO

He will continue to be based in London as a member of the executive committee of LOIM, reporting to Jean-Pascal Porcherot, head of LOIM and a Group Managing Partner.

Beat Röthlisberger becomes the new CEO of PostFinance

Beat Röthlisberger will take over operational management of PostFinance on July 1, 2024

One Four Nine Group appoints inaugural chairman

In his new role at One Four Nine Group, Chris will work closely with the board of directors, guiding the strategic direction of the business to shape the next stage of development and growth.

Lazard Asset Management Names Tomohiro Kamisaku as CEO of Lazard Japan Asset Management KK

Yugo Ishida to become Senior Advisor after 10 years as CEO of Lazard Asset Management’s Japan business

Brooks Macdonald splits CIO role to succeed Park

Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role

Brooks Macdonald appoints Managing Director for Channel Islands and Isle of Man

As part of this change, Richard Hughes has stepped down from the role of International CEO.

Strengthening the External Asset Manager department at Bank Bonhôte

The department will be strengthened with two new senior administrators.

Insigneo recruits Bolton’s Miami wealth head Averett for senior role

Michael Averett had been with Bolton Global Capital for two years after spending most of his career at Citi.

Unigestion portfolio management chief joins Sturdza Family fund

Alexandre Déruaz, who served as the recent head of portfolio management for Unigestion’s equity products, has been brought on to manage the $262m strategy.

Private debt MD exits Partners Group after 18 years

Alexander Ott has left Partners Group in Zug.

Martin Hillyer joins as Intermediary Relationship Director

In the role, Hillyer will mainly focus on developing and fostering relationships with mortgage intermediaries to help tailor borrowing solutions to meet the needs of clients.

Sascha Banz Joins UBS Asset Management as Head of Global Wealth Management Client Coverage in APAC

In his new position, Banz will serve as the head of Global Wealth Management client coverage for the Apac region at UBS Asset Management.

Quilter makes triple investment director hire

Ryan Medlock and Filipo Madonia both join from Royal London, while Nick Davison has arrived from Liontrust.

Nikko AM: Change in Officers

“We are excited to welcome Seth and Mark into the Nikko AM family.

Société Générale appoints new boss for Zurich subsidiary

He succeeds Clemens Pieger , whose term as head of the Zurich office ended at the end of last year, as the subsidiary of the major French bank announced on Monday.

GBST strengthens executive team with Head of APAC role to drive strategic growth and client success.

Advice solutions, Executive, Wealth management administration 29/01/2024

Executive Moves