Managers of Wealth

EFG Expands Hong Kong Presence with Key Hires from Citi Private Bank

The leadership at EFG highlighted that these hires reflect the bank's commitment to enhancing its presence in Hong Kong and Greater China

Jim Dickson's Elevation Point Hires Dynasty Exec as New COO

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Founding head of Rathbones Newcastle office retires

Nick Swales steps down after 11 years at Rathbones, handing the baton to long-time colleague James Kyle.

VG appoints new Business Development Director

Located in the UK, Danny will work closely with the VG’s well established employee incentives team based in Jersey which is managed by Joel Wheeler.

BNP Paribas WM senior banker departs with team of three

Senior private banker Germane Wee worked at the French bank for almost five years before announcing her departure.

Edmund Koh of UBS to join Sentosa Development Corporation board

Koh has more than 30 years of experience in senior roles in financial services

Citi Appoints Head of Markets for Japan

In the role, he will report to Paul Smith, head of markets for Japan, Asia North & Australia cluster as well as Robert Nakamura, Citi country officer and banking head for Japan.

7IM bolsters investment capability with duo hire – Asim Qadri and Brian Leitao

Asim and Brian, who both join as Investment Managers, will report into Uwe Ketelsen, Head of Portfolio Management.

Ng Chze How appointed MD, CEO of RHB Asset Management

He was also appointed as head of group asset management and trustee of RHB Banking Group, effective Sept 11, 2024.

EFG recruits Citi team to boost ultra coverage

Seamus Yin has joined EFG, bringing along Miao Miao and Lianghan Chen, while recruiting others.

EQ Investors names head of fund research

Matt Wiles joins from LGT Wealth Management

M&G selects Joe Sullivan-Bissett as fixed income investment director

The former lead investment specialist joined M&G from Amundi this summer

WRISE Middle East appoints three new members to its board of directors, including Ex-DFSA EXCO member

This strategic move further strengthens WRISE's leadership team in the Middle East, reinforcing its commitment to delivering exceptional value to clients and driving growth in the region

Third Financial CEO steps down after Nucleus acquisition

Ian Partington stepped back on 9 September and was succeeded by Chris Williams, the current Nucleus propositions director.

Adrian Cheng, member of one of Asia’s richest families, resigns as New World CEO

His departure is rare in Hong Kong’s property industry

Private Bank Recruits Prominent UBS Team

«The four new employees reflect Pictet’s ambitions in the region,» said Pictet spokesperson Simon Roth.

Northern Trust Asset Management Appoints Head of Global Institutional Client Group

Lyenda will lead the strategic direction and commercial success of NTAM’s institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions.

HSBC AM names thematic chief as new global CIO for equity

The investment firm adds experienced stockpicker Pierin Menzli to the team under Xavier Baraton.

EQ Investors hires LGT Top 100 star as research head

The appointment of Matthew Wiles comes 10 months after previous EQ research head Victoria Hasler left the business.

Two more Jupiter EMD managers exit as funds close

Portfolio managers Reza Karim and Alejandro Di Bernardo are the latest to depart as the UK-based asset manager opts to call time on sub-scale strategies.

Executive Moves