Managers of Wealth

AHR poaches former Quilter International and Utmost veteran

He has worked for 36 years on the intermediary side of the industry

Credit Suisse revamps Asia-Pacific wealth management team

The appointments came after Young Jin Yee, Cavalli’s deputy, left to join Deutsche Bank.

Credit Suisse announces new head of product within asset management division

Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.

Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Titan Wealth appoints new head of portfolio management

He also chaired the firm's Investment Committee and was a voting member of the Fund Selection Committee.

RBC Wealth Management Names Asia COO

Previously, he also led RBC Wealth Management’s credit team in Singapore as well as the regional lending team in the UK.

EQ Investors lose second CEO this year

Nath Papadacis has left the firm after a brief stint as joint CEO.

Abrdn EMEA sales boss exits

Stuart McGlynn, veteran sales manager at Abrdn, will be leaving the firm after over two decades.

Nuveen taps Allianz GI for new UK wealth sales director

Harry Bush joins

Credit Suisse Loses Trio of South Asia Private Bankers

The three private bankers covered the Pakistan market with Kharal as the team head.

HIGHVERN welcomes Guernsey Advocate to the group

Kerrie is a Guernsey Advocate with over 18 years of experience working in leading offshore law firms in Guernsey and Jersey.

Geoffroy Vermeire appointed Managing Director of Lombard Odier in Belgium

In his previous professional experience, he has held leading executive and non-executive positions within the Delta Lloyd Group in asset management, brokerage and private banking in Belgium and the Netherlands.

RBC Brewin Dolphin adds to intermediary team

Wealth manager RBC Brewin Dolphin has added to its intermediary team with the appointment of James Clark as nationals & networks development manager.

Changes to the UBS Group Executive Board

Damian Vogel to succeed Christian Bluhm as Group Chief Risk Officer

Amundi Names Regional Heads of Investment

Also within the region, Amundi has named David Poh as head of investment and ESG strategies in South Asia, effective immediately.

UBS Hires Credit Suisse Bankers to Boost Team for Rich Indians

UBS is building out its business catering to rich Indians living overseas at a time when the sub-continent is seeing rising wealth.

Gam Investment to Director Jian Shi Cortesi to add Further Investment Strategies to her existing responsibilities

Jian Shi Cortesi has recently been selected for the fifth year running for Citywire’s top 30 female managers.

Lombard Odier Vet in Asia Moves to Zurich Private Bank

Lombard Odier Names Sucessor to Asia CIO

Citywire veteran to join Credit Suisse in ESG research role

Citywire’s head of ESG and cross-border investment research will join the Swiss asset manager next year.

Andrea Orcel takes on the ECB

The fact that the bank still operates a business in Russia is causing a bad mood among European bank supervisors.

Executive Moves