05/26/2022
Baker Tilly appoints Private Wealth Practice head
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice
Executive Moves
05/26/2022
IQ-EQ grows Sustainability team to drive ESG agenda
In her new role, Sanaa will be responsible for supporting the set-up and delivery of IQ-EQ’s sustainability strategy, working closely with Mark Harland, the Group’s Head of Sustainability.
05/26/2022
River & Mercantile hands James Sym bigger role
The former Schroders managers has taken on the newly created head of equities role at River & Mercantile.
05/25/2022
Northern Trust Appoints Senior Managing Director in Barrington Office
He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration.
05/24/2022
Bank of Singapore Expands Wealth Planning Unit
Based in Hong Kong, Wong reports locally to the branch’s head of Greater China Teresa Lee and functionally to Singapore-based global head of wealth planning Paul Chua.
05/24/2022
Ocorian makes key London hire to partner with Regulatory, Compliance and Legal team
Ricky will work with Newgate as part of Ocorian’s commercial function led by Chief Commercial Officer, Simon Behan.
05/23/2022
Ex-Head of DBS Private Bank Joins Wealth Manager
It opened its Singapore branch in 2020 with plans for the city-state to account for around one-third of its total headcount within the next few years.
05/23/2022
VP Bank Appoints Singapore Branch Head
Heng has more than 25 years of industry experience, most recently with asset-backed financing specialist EquitiesFirst as its head of Singapore.
05/23/2022
Mirabaud ME Ltd enhances regional wealth management offering with a new CEO
Announced the appointment of Samir Atitallah as CEO of Mirabaud Middle East Ltd
05/23/2022
J.P. Morgan Asset Management Hires New Global Data Science Head
He joins J.P. Morgan from Point 72
05/19/2022
Citi Promotes Ex-Korea Banker to Global Wealth COO
Previously, he also held leadership roles across businesses in Spain, London, Greece, Singapore and the U.S.
05/19/2022
Former Pictet Exec Joins Edmond de Rothschild Private Equity
The firm is seeking to take advantage of what it sees as a favorable environment in private equity markets and the increasing attractiveness of the asset class for its private and institutional clients.
05/19/2022
Wealth Management Solutions appoints Client Service Manage
Recent hire highlights a new era of growth for Wealth Management Solutions LLC, a registered investment advisory firm committed to reimagining how financial advice and services are designed and delivered.
05/19/2022
SJP partner practice hires Asia adviser
Eight Wealth International appoints wealth management veteran.
05/19/2022
FNZ appoints CEO for UK and South Africa
Conway said he is looking forward to further FNZ’s mission of “opening up wealth”.
05/19/2022
BNY Mellon Wealth Management Names New Chief Fiduciary Officer
She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses
05/18/2022
Weatherbys boosts Private Banking team
He joins Weatherbys from Arc and Co Private Finance, where he specialised in advising on mortgages and other property-related borrowing.
05/18/2022
SH Capital appoints Skaik as non-executive chairman
Skaik currently serves as Director General of UAE Golf Federation and has decades of experience in the banking sector
05/18/2022
Independent Wealth Planners appoints chief financial officer
He was previously chief financial officer at wealth platform consolidator Avalon where he also oversaw Novia Financial and Wealthtime.
05/17/2022
Incore Bank Nabs Senior Manager From Crypto Finance
Based in Schlieren near Zurich, Incore Bank is a Swiss B2B banking services provider offering a modular range of services for traditional and digital assets.