Managers of Wealth

JP Morgan Asset Management equities trading technology chief departs for Barclays

Equities trading technology chief at JP Morgan Asset Management has joined Barclays Wealth Management as chief information officer.

Saffery Champness Bolsters Trust Unit With APAC Hire

She will join an APAC-focused team to play a central role

Swift appoints former Standard Chartered Ciso Cheri McGuire as CTO

Reporting directly to CEO Javier Pérez-Tasso, McGuire joins Swift at a pivotal time as it re-tools its cross-border messaging infrastructure to take on new challenges in digital payments.

Credit Suisse poaches HSBC's Orazio Tarda as global co-head of fintech

In his new position, Tarda will share the role with the bank's global head of technology, Brian Gudofsky, with a local reporting line to Credit Suisse Italy CEO Federico Imbert.

Ocorian appoints Head of Business Development - UK & Europe – Capital Markets

Hugo has worked in the capital markets space for the last 15 years and his commercial experience, expertise and client-focus will be instrumental in driving new business development for Ocorian in our expanding Capital Markets service line.

VP Bank Shuffles Asia Senior Management

Singapore head of private banking Karen Tan will continue leading the business unit, reporting to Rupf.

Tilney Smith & Williamson poaches Quilter Cheviot managers to boost IFA arm

He joined Quilter Cheviot in 2018 as business development manager in the firm’s Birmingham office, where he developed business partnerships with advisers.

Sionic Announces Mid-Year Promotions

We have celebrating our colleagues’ achievements and dedication to outstanding client service

Credit Suisse Snags Ex-Allianz Risk Expert

Previous risk chief Lara Warner left abruptly in April following the twin Archegos and Greensill debacles.

Credit Suisse Reinstalls Former Risk Executives

He is hiring back Valeriu Bajenaru, formerly head of enterprise strategic risk until leaving for Santander in May.

Global Wealth Management Welcomes New Medicare Specialist

She will be meeting one-on-one with clients to advise

Frontier appoints family office expert

Frontier said her family office background would be useful as the firm looked to expand into other areas such as endowment, wealth management and family office.

Senior appointments at Kleinwort Hambros

Kleinwort Hambros has made a number of senior appointments to its group and Channel Islands’ business.

Sionic Appoints ex KPMG Director Scott Lee

He joins Sionic from his former role as Investment Management Director in the Wealth & Asset Management Practice at accountancy firm KPMG.

Equity Trustees expands wealth team

Prior to that, she held positions at Morgan Stanley and E.L. and C. Baillieu Limited and Thornton Group.

T. Rowe CEO to retire

Stromberg would also step down as his roles as chair of the board and chair of the firm’s management committee but would serve on the board as a non-executive chair.

Private banking veteran named Leno Trust MD

Dianne Bingham steps down but remains on the board

ZEDRA appoints Business Development Director

His appointment comes as ZEDRA anticipates triple digit revenue growth in 2021 and plans to capitalise on the UK’s growing levels of wealth.

Industry-Renowned Wealth Team Joins Old National

The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011

Avaloq unveils new Asia-Pacific direction with senior promotions

Gery Dachlan has been appointed as Managing Director for South Asia and Australia, while Pascal Wengi has been appointed as Managing Director for the North Asia region.

Executive Moves