Managers of Wealth

LBBW Asset Management hires CIO

The new hire will take charge of portfolio management and portfolio analytics at the firm.

Accuro Trust Jersey announces several promotions

Katie, Alex, Scott and Pauline all thoroughly deserve their promotions and I wish them continued success in their careers with Accuro.

Basel boutique water fund manager steps down

Stefan Schütz succeeds him and will be in charge of the strategy alongside Sybille Wyss, who is also CEO at the firm.

Ex-HSBC veteran Jonathan Gan joins Citi as South Asia head of Private Capital Group

In his previous role at HSBC's corporate bank where he worked for almost a decade, Mr Wong built a unique client coverage model which leveraged his extensive origination and execution knowledge of advisory and capital raising transactions across the

Ocorian appoints Simon Percival to lead corporate development

His skills, expertise and impressive track record will be invaluable as we execute our growth plans and develop a highly efficient, tech-enabled business.

Insurance Exec to Head Swiss Regulator

Urban Angehrn will become FINMA’s CEO on 1 November 2021, thus succeeding Mark Branson, who left FINMA on 31 May 2021, and Jan Blöchliger, who is currently overseeing operations as interim CEO.

Saxo Markets Names APAC Head of Asset Management

Prasad will work closely with teams in Asia, including Singapore and Hong Kong, as well as Copenhagen to deliver its upcoming asset management offering in the region.

Former Credit Suisse Executive Joins Boutique Wealth Manager

She will be tasked with managing PCMS’ Paragon Income Fund.

Credit Suisse Bolsters Risk Management with Ex-Trader

This means that the effects of market movements on clients’ trading positions will be monitored.

Credit Suisse's Swiss compliance officer Scarlato leaving

Horta-Osorio has vowed to scrutinise risk management and culture following Credit Suisse's serial mishaps, as well as to review the bank's strategic options for the bank.

James Hambro & Partners poaches Brooks veteran

Robert Seifert will join James Hambro & Partners’ adviser services team after a 10-year spell with Brooks.

Standard Chartered appoints CIO

She will be based in Singapore, reporting to Group Chief Information Officer Michael Gorriz from 1 August 2021, subject to regulatory approval.

J.P. Morgan Private Bank Nets Trust Vet from Credit Suisse

J.P. Morgan’s latest addition marks yet another hire from Credit Suisse which continues to recover from the collapses of Greensill and Archegos.

Standard Chartered appoints private & business banking CIO

She will be based in Singapore

Close Brothers boosts audit and risk team

She has deep financial and commercial expertise

Summer Promotions At Highvern

We look forward to watching their careers flourish at Highvern.

Alex Picot Trust appoints new Director

His particular expertise is in working with ultra-high-net-worth international families and their family offices.

Citi Private Bank Hires Global Market Head for China

Last month, the American private bank added ex-UBP wealth planner Faye Ong as head of family office advisory, private capital group.

Ex-Credit Suisse Switzerland private bank head joins IAM board

There are now three members of the board of directors at the Glarus-based firm.

Berenberg appoint portfolio manager in equity team

Walter has 20 years of experience in equity fund management.

Executive Moves