Managers of Wealth

Impax appoints deputy chief investment officer, listed equities

Together they are tasked with leading and growing the Listed Equities team, including research, idea generation, portfolio management, ESG integration, and trading.

Sanctum Wealth appoints Jyoti Roy as head of equity research

In his most recent role, he was responsible for the fundamental research desk at Angel Broking, managing a team of research analysts.

Google entrusts Swiss data cloud to Julius Baer bankers

Google Cloud has appointed Roi Tavor head of the “Alpine region”: the data cloud division of the American internet giant includes the countries Switzerland and Austria.

BIS appoints Luis Bengoechea as Deputy Head of Banking

In his previous role, Luis Bengoechea led the Bank's transition from Libor to the new risk-free rate benchmarks, among other large initiatives.

HSBC appoints Dinesh Sharma as Regional Head of Wealth and Personal Banking for Emea

He will remain based in the UAE and lead the next phase of growth for HSBC’s WPB franchises in MENAT and Europe, putting a clear focus on driving high value customer acquisition and digital transformation.

Hywin Holdings Appoints New Independent Director

Mr. Chan is currently the President and an Executive Director of the Hong Kong Venture Capital and Private Equity Association.

Greystone Appoints a new CEO

She will report to Steve Rosenberg, who will continue to serve as the Executive Chairman of the Board.

Julius Baer Unveils Senior Appointments for Southeast Asia

In his new role, Lee will focus on building and strengthening the bank's top client relationships; accelerating key initiatives such as the development of the ultra-high net worth segment; and new client acquisitions.

Edmond de Rothschild's New International Private Banking CEO

As the new CEO of International Private Banking, Hervé Ordioni will lead Edmond de Rothschild's activities in Switzerland, Monaco, Dubai, Israel, and the UK.

Raymond James recruits UBS LatAm advisor vet and Morgan client associate

He had been with the Swiss firm for over 26 years, according to his BrokerCheck report.

Bank Cler completes the Executive Board

Sarah Braun will take over the management of the new market management division on July 1, according to a statement by Bank Cler on Friday.

HSBC strengthens Bahrain wealth team

In addition to taking on the new role, Khunji will also retain his current responsibilities as managing director and market head of private banking in Bahrain.

Private banking head exits Edmond de Rothschild

He is leaving the firm, with the group making a senior appointment for its international banking arm.

UBS Expands Alts Team in Singapore

A spokesperson for the bank confirmed the contents of the memo.

Citi Appoints Top Cluster Heads in Asia

Citi appoints Tim Monger as head of the North and East Asia cluster alongside Amol Gupte as head of the South Asia and ASEAN cluster

Bellevue hires former UBS investment strategist

In this function, Heinz replaces the previous CEO of Starcapital, Manfred Schlumberger , who is looking for a new challenge, as was further learned.

St. James’s Place Tax and Legal Arm Expands in Singapore

He will be asked with growing the firm’s tax and estate planning offering in Asia.

Long-time investment expert sets out for new shores

Baschung played a key role in developing the bank's investment strategy

Atria Wealth Solutions Adds Two Powerhouse Recruiters

25-Year Recruiting Veterans Reunite with New Head of Recruiting

Hamilton Lane Names Head of Digital Assets

The appointment underscores the private markets firm's ongoing commitment to be at the forefront of adopting innovative technology solutions

Executive Moves