Managers of Wealth

Sun Life welcomes new chief financial officer for Asia

Kim Yeoh will be responsible for shaping and executing company’s financial strategy in region

$150m Julius Baer team in Uruguay moves to rival firm

The two had run a $150m in assets for clients based mostly in Argentina, according to sources familiar with the matter.

Cresset Establishes Presence in L.A.

Cresset now manages more than $13 billion in client assets across 10 locations around the nation

The Archer Group joins Janney

Janney welcomes the nearly 50 years industry experience of The Archer Group.

intelliflo names first Chief Product Officer and Head of Australia

Kannady joins intelliflo from Envestnet, where he led product design, development and strategy for the firm’s next generation platform and user experience, as well as integrations with other third-party software partners and products.

GAM Grows Singapore Team

He will be responsible for business development and client relationships in Singapore and the South East Asia region.

Sancus expands UK Team with two specialist hires

Sancus specialises in property bridging and development financing

Blackstone Hires Global Head of Diversity, Equity and Inclusion

Glenn joins from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity and Inclusion.

Morgan Stanley boosts Miami team

Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.

Barclays Nabs Ex-J.P. Morgan Investment Banker

Previously, she was an executive director at UBS’ M&A team in New York.

Pictet appoints first female partner in 200-year history

Elif Aktuğ and François Pictet will be the 44th and 45th managing partners in the 216-year history of the firm.

Credit Suisse snares new debt capital markets boss

“Michael is a proven business builder with deep relationships across key treasury teams in Australia and New Zealand,” Monday’s internal memo said.

EFG makes new hires in Singapore, Hong Kong

Timothy Lo joins as north Asia vice chairman from Credit Agricole Indosuez.

Boston Multi Family Office announces promotions

Rachel is dedicated to the administration of a wide portfolio of trusts and companies which include family trusts, trading companies and asset holding structures.

Lombard Odier Investment Managers bolsters fixed income sustainability expertise with senior Portfolio Manager hire

Erika Wranegard joins in Geneva to manage LOIM’s TargetNetZero Investment Grade Credit Strategies

Head of Wells Fargo Private Bank announced

Caperton to add to current role as head of WIM’s Banking, Lending, & Trust Center of Excellence

City National Bank Appoints Head of Private Banking

Veteran advisor led private banking in Los Angeles region

Bailard appoints industry veteran

Walker brings 22 years of experience serving ultra-high-net-worth families, advocating for financial literacy, diversity and inclusion

OCBC Bank creates new role to drive and accelerate transformation

These include a fully digitalised loan application and instant approval service, and an enhanced process that enables start-ups to open an account immediately after incorporation.

EFG Expands APAC Unit

In Hong Kong, EFG has hired eight relationship managers

Executive Moves