Managers of Wealth

Citi PB promotes veteran sales head

She is the new head of third-party manager solutions for Citi Investment Management.

HSBC appoints Ali Khunji as Head of Wealth and Personal Banking & Group Private Banking in Bahrain

To lead a new phase of growth focused on wealth management

Credit Suisse Names Asia ECM Syndicate Co-Heads

Lee and Chan will be jointly responsible for the execution and syndication of equity offerings in the region with the former focused on North Asia and the latter focused on Southeast Asia, India and Australia where she will partner with head of Australia

JLL Hires Ex-Singapore Family Office Chief

Based in Singapore, Khoo will be responsible for leading JLL’s capital markets advisory for high net worth and family office clients.

Investcorp appoints MD for Private Wealth in Saudi Arabia

Yasser Bajsair, CEO of Investcorp Saudi, commented: “We are delighted to welcome Mashaal, who brings with him over 20 years of experience in investment banking. His deep knowledge and understanding of Saudi Arabia’s market, which is a key mark

Sanjay Sharma to Lead SEI's Private Banking Business

Evolution of SEI's Leadership Reinforces Strategic Focus on Driving Growth

Fullerton Hires 22-Year Schroders Veteran

Angus Hui joins Fullerton Fund Management as its head of fixed income, according to a statement, effective June 20.

Santander makes former Credit Suisse banker new CEO

At Santander, after Mexico, he also took over the North America region in 2019 and made the area the group’s strongest profit maker.

UBS makes senior wealth hires in Southeast Asia

The Swiss private bank has announced three additions to its Thailand and Philippines business.

Suntera Global appoints Dan Bisson as Channel Islands’ Managing Director

The appointment follows the completion of the recent acquisition of Nedgroup Trust Limited.

UBS Adds Private Banking Trio for Southeast Asia

The three new additions join the bank’s global wealth management APAC Thailand and Philippines business sector.

Allspring Global Investments Expands Financial Institutions Team with new senior hire

Charlie will be responsible for expanding Allspring's financial intermediary distribution business and servicing a growing portfolio of wholesale and retail intermediary clients.

Citi Nets J.P. Morgan Private Banker to Lead Family Office Unit

Based in London, Hofmann reports to Citi’s global head of private banking Ida Liu.

Northern Trust hires former TelstraSuper COO

Mallick joins from TelstraSuper, where he ran investment operations and data and analytics.

Wealth Fintech Aqumon Hires CSOP Veteran

He will lead the department’s production and distribution of investment services using artificial intelligence

Julius Baer Uruguay CEO and senior staff exit in downsizing push - sources

Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.

UBS Asset Management appoints head of infrastructure equity

He will be responsible for developing and increasing the presence and global investment opportunities for the REPM's $5.2bn infrastructure platform.

BNY Mellon Wealth Management Named Tom Assad as Senior Client Strategist in Boston

Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.

Billionaire Larry Ellison is leaving Tesla’s board of directors

After joining Tesla’s board, he had to disclose his investment, which was worth about $1 billion at the time.

Deutsche Bank strengthens private banking team in Asia

Stefanie Holtze-Jen has been appointed as head of discretionary portfolio management for Asia-Pacific.

Executive Moves