Managers of Wealth

BNP Paribas WM’s regional head of investment funds advisory leaves

Agnes Sng has been with BNP Paribas Wealth Management for 17 years.

Barclays appoints Jonathon Traer-Clark as Head of Americas for Global Transaction Banking

Jonathon is an award-winning treasury practitioner with over 30 years of international finance, corporate treasury, sales, and strategy experience.

LGT Appoints Deputy Chief For Singapore

He will retain his existing role as head of legal for Asia Pacific and is also a member of the regional executive board.

Northern Trust Announces Key Executives in Singapore

Northern Trust has appointed Kai Jebens as head of client development, Southeast Asia

Focus Financial Partners Promotes Travis Danysh to Chief Corporate Development Officer

Mr. Danysh will continue to be based in Austin, Texas, and will report directly to Michael Nathanson, Focus’ Chief Executive Officer.

Robert Swaak to step down as CEO of ABN AMRO in the first half of 2025

In consultation with the Supervisory Board, it has been decided that he will step down in the first half of 2025.

Raffles Family Office Appoints Family Governance Expert Dr. Niti Nerngchamnong to Advisory Board

The right family governance structure is often overlooked or underutilized for wealth planning.

James Findlay steps down from Troy AM board

Findlay departs his seat after more than a decade on the asset manager’s board.

Former BNP Paribas WM banker moves to DBS in Dubai

Sidharth Kalia has joined DBS as a private banker based in Dubai.

Benoît Dreyer becomes Head Client Relationship Management Romandie

Benoît Dreyer and his team will drive developments in the area of institutional clients, investment consultants and family offices.

HSBC Appoints Interim CFO

He worked at KPMG for 20 years

Quilter appoints Sarah Houlston as new chief operating officer

Sarah will join Quilter on 2 September 2024, allowing for a comprehensive handover period with Karin Cook to ensure a smooth and thorough transition of responsibilities.

Impax Asset Management Group Chair Sally Bridgeland steps down

The retirement of both Directors and their successors have previously been announced.

Richardson Wealth enhances digital strategies with new appointment

Marcus Chun steps in as head of Digital Strategies to drive Richardson Wealth's technological advancement

M&G appoints Shawn Gamble as Chief Risk and Compliance Officer

Shawn will join M&G from Hargreaves Lansdown, where she’s currently the Group Chief Risk Officer, where she has led their risk and compliance functions for the last four years.

Deutsche Bank appoints Ahmed Shehab and Najma Salman as Co-Heads of Institutional Cash and Trade for CEEMEA

Ahmed and Najma will be responsible for driving development of Deutsche Bank’s ICT business growth strategy in Central & Eastern Europe, Middle East and Africa.

Julius Baer names new head of private markets

Claudia Petersen’s private markets division runs feeder funds, fund-of-funds and custom mandates.

Maybank Names Head of Wealth Management Group

She will lead Maybank’s group wealth management business covering the privilege wealth, premier wealth, private wealth and Islamic wealth segments.

Financial Advisor Dan Chorney joins UBS in New York City

Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs.

Highvern names country head and head of private wealth in Guernsey

Kerrie Le Tissier leverages her extensive industry experience, technical expertise, and client-centric approach to establish and manage robust structures tailored to each client’s unique needs.

Executive Moves