Managers of Wealth

Credit Suisse Nets Veteran China Merchants Private Banker

Wang's mandate includes growing the private banking franchise in China alongside the strategic development of third party partnership plans from strategy to executio

Schroders deputy multi-asset head to retire

Angus Sippe, who has been with Schroders since 2009 including in New York for the last six years, will move to the Sydney team in the third quarter.

The Carlyle Group Names Managing Director

Investment banking and healthcare veteran will lead Carlyle’s UK Buyout and European Healthcare Activities

Association of foreign banks in Switzerland replaces two committee members

Belfer, who became CEO in November 2019, joined the Safra Group in 2000

Credit Suisse hires head of China onshore wealth management

Wang will have a functional reporting line to Francois Monnet, head of private banking for North Asia, with a regional reporting line to Zhenyi Tang, CEO China, Credit Suisse said.

Financial Software Provider Hires to Drive Client Growth

Mr Kuah will join Iress’ Singapore-based team with the responsibility of leading the client solutions function in Asia

Singapore multi-FO expands with two hires

He has 25 years of investment advisory experience and has held senior roles with asset management firms and private banks

Canaccord Genuity Expands International Investment Banking Capability to Latin America and Caribbean

Gene McBurney appointed Head of Investment Banking – LATAM and Caribbean

UBS to hire more than 300 staff in Singapore

The new programme will run in addition to the firm’s graduate trainee scheme and undergraduate summer internships.

Cantonal bank’s M&A advisory subsidiary names managing director

Mr. Romy will continue to support Dimension on the board of directors in his capacity as founder of the company.

Janet Mui joins Brewin Dolphin as investment director

Her experience and expertise, particularly her knowledge of China, make her a huge asset to the team as we give our clients confidence that we are managing their assets with the highest standards of care and diligence.

Swiss private bank has Cayman Islands licence revoked

Regulator says it failed to appoint appropriate directors and meet AML protocols

Pictet Seeks Boost From Swiss Niche

Gallati told finews.com the Genevan bank has seen significant net inflows in the segment in recent months.

Appleby Strengthens and Expands Corporate Team

In addition, Charlotte Yeung has been promoted to the position of Counsel.

Ex-Brooks Macdonald International CEO sets up Jersey firm

It will offer investment services to private clients, fiduciaries and family offices

Zurich WM names members of new advisory board

The board aims to provide the company and its clients with guidance across investment, business and political themes.

Northern Trust Adds to Foundation & Institutional Advisors Practice

Prior to joining Northern Trust, Collins served as a Senior Director at TIAA Endowment and Philanthropic Services.

Jupiter replaces several Merian fund managers with its own as it unveils fresh range

The future of several Merian funds are in doubt following its acquisition by the FTSE 250 fund house

LPEA elects new board members

The new Board will next select its Chairman and Executive Committee members in a procedure over the coming weeks.

Truvvo Parters appoints Head of Client Relationships

Gregory most recently served as Principal and Senior Wealth Advissr at Bessemer Trust

Executive Moves