Managers of Wealth

J.P. Morgan Nabs China Private Banker From Credit Suisse

In her Singapore-based role, Zhang reports to the bank's head of Singapore and Southeast Asia James Wey.

Russell Investments makes additions to senior leadership team

Kate and Kevin will further enable Russell Investments to capture the industry’s growth while leveraging our expansive global franchise to provide a frictionless experience to our clients.

François Pauly named CEO of Rothschild private bank

Pauly also is the chairman of media company Saint-Paul Luxembourg

Credit Suisse Bankers Exit as Post-Archegos Defections Mount

Credit Suisse was the biggest loser when the world’s top investment banks raced to exit trading positions as Archegos collapsed, pushing it into a 900 million-franc ($997 million) pretax loss for the first quarter and prompting a management shakeup.

BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston

Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco

Brooks Macdonald appoints new CEO

Andrew will begin a process of handover from the incumbent, Caroline Connellan, with immediate effect.

Goldman Sachs Kicks Off Mass Recruitment in China

The recruitment targets are part of a five-year plan to double Goldman’s workforce in China to 600 and expand across advisory, securities and wealth management.

Citi appoints current chairman, Lee Lung Nien, to head its South Asia private banking business

Lung will report to Steven Lo, the Asia Pacific Regional Head of Citi Private Bank

Dogecoin Millionaire: Goldman Sachs Exec Quits After Making a Fortune From DOGE

The price of DOGE surged partly thanks to the attention it received from various celebrities including Tesla CEO Elon Musk, Kiss singer Gene Simmons, and billionaire Mark Cuban.

KB Financial announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Citi managing director and head of resources is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

Jupiter refreshes Merlin team structure with internal promotions

Broadening out leadership at the top of the strategy, David Lewis is promoted to co-Head of Strategy, Independent Funds, working closely alongside long-standing team head John Chatfeild-Roberts.

UBS WM hires co-head of alternative investment solutions

Roth, who is based in Zurich, is developing alternative investments alongside Jerry Pascucci, who is based in New York.

Bill Vasilieff to step down as Novia Financial chief executive

As AnaCap completes acquisition and announces management changes

J.P. Morgan Loses $8-Mln Team to Morgan Stanley, Wins Merrill Broker in NYC

The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.

Evercore Wealth Management Appoints Director of Delaware Trust Services

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Neil Macdonald takes on newly created role at State Street

In this role, he built a consulting business focused on the needs of wealth and asset managers in Hong Kong Special Administrative Region (HKSAR) and mainland China.

Janus Henderson bond boss exits in ‘career break’

Maroutsos, who also co-manages Janus Henderson’s Absolute Return Income and Global Multi-Sector fixed income strategies, is set to leave the group on 1 October.

Credit Suisse Hires in Asian Wealth Unit

The new hires are in both Singapore and Hong Kong.

Wealthify makes two senior hires

As NED at Wealthify, Bhargava will draw on his decades of wealth, investment and technology entrepreneurialism to help accelerate growth of the platform.

Executive Moves