02/03/2023
StanChart Expands North Asia Private Banking Unit
Previously, he also worked at UBS and Morgan Stanley covering UHNW clients in the region.
Executive Moves
02/03/2023
Reshuffle in UBS ECM team, Dignam heads to family office
It’s a big jump for Dignam, who spent the past 12 years at UBS.
02/03/2023
Welcoming Daniel Walsh as ZEDRA Governance Client Director
Daniel joins from Isio where he was Head of Fiduciary Management Research.
02/03/2023
Burges Salmon appoints new Head of Private Wealth Sector
The firm has appointed Suzanna Harvey as the new Head of its Private Wealth Sector
02/03/2023
Sanctuary Wealth Embarks on Next Stage of Growth with Appointment of Adam Malamed As Chief Executive Officer
He served a pivotal role in building the enterprise to encompass 4,500 financial advisors, approximately $200 billion in client assets and an enterprise value of $1.3 billion.
02/03/2023
JPMAM removes Lanctot from Global Macro fund
Schrenick Shah and Josh Berelowitz
02/03/2023
Ex-UBS and Julius Baer Bankers Join Sound Capital
In recent months, the Zurich-based firm has been able to sign up various frontline staff as well as executives for its corporate center.
02/02/2023
Value Partners appoints Sean CHANG as Co-Chief Investment Officers, Fixed Income
CHANG and IP will both be responsible for leading the fixed income team to create and manage high quality investment solutions for our clients.
02/02/2023
Praxis rewards team development with annual promotions round
Other senior promotions include Craig Platt and Lucy Janes to Senior Trust Managers, and Francesca Moullin to Senior Manager, New Business in Guernsey.
02/02/2023
LGT Wealth adds five partners to ranks
James Arumainayagam, Douglas Monro, Andrew Vacha, Hannah Modlock and Mick O’Mara have been promoted to become partners of the firm.
02/02/2023
Credit Suisse Loses APAC Investment Banking Vice Chair
Since becoming the co-head of APAC IBCM in January 2018, Hung has been instrumental in leading the regional investment banking business.
02/01/2023
Abrdn Hires Hong Kong Head of Wholesale Distribution
Previously, she also worked at Peak Capital as a director of business development.
02/01/2023
Indosuez Adds Ex-J. Safra Sarasin, Fubon Bankers
Diana Hong and Elina Yan join Indosuez Wealth Management as executive directors for North Asia, according to a statement.
02/01/2023
Family office Lennertz & Co expands management team
As Head of Fund Administration, Gaede will oversee the finance team, leading the administration of funds for Lennertz & Co’s alternative investment platform.
02/01/2023
Quilter Foundation appoints Jennifer Piper as new manager
In her new role, Jennifer will be responsible for developing the Quilter Foundation’s strategy while continuing the ongoing work with its charitable partners and colleagues.
02/01/2023
PIMFA appoint Andrew Shepherd and Helen O’Neill to its Board of Directors
Andrew brings more than 25 years’ experience of financial services to the PIMFA Board.
02/01/2023
Mirabaud Appoints New Group Risk & Compliance Head
Hauri has over 20 years’ experience in risk management
02/01/2023
PNC Private Bank Hawthorn's Institute for Family Success brings in new Leadership, added Expertise
She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.
01/31/2023
CBRE IM Hires Ex-UBS Real Estate Specialist
Previously, she also spent over 10 years with Aberdeen in its indirect real estate team.
01/31/2023
Insigneo Appoints Homar Mauras to Market Head for the Andean Region, Central America and the Caribbean
Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.