Managers of Wealth

Credit Suisse Asia Executive Joins Deutsche Bank

She will co-head the business with Melody Ngan, reporting to Haitham Ghattas, head of capital markets for the region.

UBS Europe names CEO

Tobias Vogel starts his new position on 1 July.

Navigation Wealth Management grows team with appointment

He has joined the firm, which has offices in Beverley and Wakefield, from investment management company Charles Stanley, where he was client relationship manager and business development manager for the Beverley area.

Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration

Industry Veteran Will Supervise Trust Administration Activities Across the Firm

Banchile wealth director joins Prudential as commercial exec

Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.

M&G Investments Appoints Japan Head

Based in Tokyo, he will report to M&G head of Asia Pacific Loretta Ng.

BNY Mellon Names Hong Kong Chief

He will take on the new role in addition to his existing responsibilities as global head of relationship management for depositary receipts.

Vibhor Singh leaves Morgan Stanley Wealth Management for Citi

Based in New York, he will be responsible for driving the bank’s data and cloud strategies.

Forum Finance hires sovereign wealth fund expert to head investments

He was most recently working for Unigestion, but also spent time at Saudi Arabia's Public Investment Fund.

Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer

Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.

Nils Frowein joins additiv as CEO from Swiss Life

additiv is a fast-growing, financial solutions company with around 300 employees worldwide.

Brooks Macdonald names new CFO from Aviva

She was the outstanding candidate in a strong field

Experienced private bankers join Coges Corraterie Gestion

One focuses on Saudi Arabia, while the other covers European markets.

IQ-EQ Guernsey appointed as directors of Jon Moulton’s investment holding company

Moulton Goodies Limited focuses on direct private equity and venture capital investments across a range of sectors and stages. Its direct investment portfolio consists of more than 80 companies.

Evelyn joins rush into gilts as recession protection

With two-year gilts yields at their highest level since last year's ‘mini’ Budget debacle, Allianz's Mike Riddell is also buying back in, while Quintet sees more safety in US treasuries.

Investec W&I appoints Canaccord IM in Cheltenham office

James Neale joins the firm’s Cheltenham office as investment manager, after five years with Canaccord Genuity.

Nancy Paquet to lead wealth management at National Bank

Plus other moves within the industry this week

Santander recruits $750m Citi private banker for Brazil biz

Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.

BDO’s Audit Director named as a Next Gen Leader

Josh has recently transferred to BDO in Jersey having worked at BDO in Guernsey for over 8 years.

Leonteq announces appointment of new Chief Financial Officer

He is succeeding Marco Amato, who will step down at end-August 2023, as previously announced.

Executive Moves