Managers of Wealth

PraxisIFM appoints new Hong Kong MD

PraxisIFM has appointed Katja Daborn as Managing Director of its Hong Kong office.

Northern Trust Appoints Senior Managing Director

Donahue is a CERTIFIED FINANCIAL PLANNER™ and received an MBA in International Finance and Economics from New York University and a BA in Economics and French from Providence College.

Edmond De Rothschild increases ME presence

Recruiting well-known professionals is part of the group’s development strategy, which aims to significantly grow its presence and client base in the MEA region.

Credit Suisse InvestLab founder exits Allfunds

He said he will decide on his next professional move in the next few months.

T. Rowe Price Taps Fixed-Income Specialist

One of his main responsibilities is to present the investment views of T. Rowe Price's fixed-income portfolio managers to institutional and intermediary clients in Asia.

StanChart Names South Korea Head of Wealth Unit

He will have a double reporting line.

BNP Paribas Taps New Co-Head of China Securities Services

Previously, Song was the head of the securities services at Deutsche Bank China

The Curious Exit of a Star China Banker

China Merchants Bank’s innovative wealth-management business could be in for trouble ahead.

Katten Establishes Private Wealth Practice

Katten continues to attract and retain leading attorneys like Kevin in key growth areas such as private wealth

Schroders Capital Real Estate appoints Head of UK Asset Management

Schroders Capital Real Estate announces that Rebecca Gates has been appointed Head of UK Asset Management. In this newly created role, Rebecca is responsible for overseeing asset management across all direct UK portfolios, reporting to Nick Montgomery, H

Hong Kong Tycoons Back Sole Nominee for Chief as Consultants

Hong Kong’s ex-chief secretary John Lee has formed a 58-person consultant team that includes the city’s top billionaires, according to a social media post.

Investment bank boutique appoints Managing Director Switzerland

In his role, he advises companies on domestic and cross-border M&A transactions and on raising capital.

Credit Suisse's China securities JV CEO resigns

Tim Lu, who became CEO in July 2020, is the second top banker at a foreign bank in China to resign this month, after his counterpart at JP Morgan Chase's mainland venture.

Julius Baer Appoints Greater China Group Head

The step is effective immediately and Soong will continue to be based in Hong Kong.

Saxo Markets hires Greater China wealth head

The appointment follows the gaining of additional Hong Kong licences last year.

Goldman China Wealth Venture Replaces Planned Head

Yin will ostensibly replace Gu Jiangang, who was the originally planned head of the joint venture that is 51 percent owned by Goldman Sachs Asset Management, with the remaining 49 percent held by ICBC’s wealth unit.

Credit Suisse China Venture CEO Steps Down

Janice Hu is the overall CEO for Credit Suisse in China, assuming the role in July of last year.

Third Financial poised for further growth with important hire

Third Financial is now one of the largest independent regulated technology firms offering Investment Platform services to Wealth Managers, Financial Advisers and Family Offices.

Mark Adams Named Regional Director at J.P. Morgan Wealth Management

Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.

Snowden Lane Partners Adds New Advisor Team

Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane

Executive Moves