Managers of Wealth

CBA loses private banking head

Investor Daily understands that the move is intended to create better support for the bank’s private clients, whose needs are predominantly focused on home buying and deposits as well as financial advice.

Avaloq hires in Asia to strengthen its regional footprint

Pascal Wengi joins from Crealogix

Adviser firm expands to Geneva and hires new partners

He is supported by new hires Catherine Martin Mathy and Caroline Bennet-Akkaya, both of whom are partners and joined the firm in June.

European equity chief to leave Syz AM

Clements was a key appointment for Syz Asset Management in 2014, when he was hired from Franklin Templeton to succeed Eric Bendahan

Rothschild & Co Hires Managing Director in North America

He will report to Lee LeBrun

FCA names chief executive

Under the Financial Services and Markets Act 2000 as amended, the Chief Executive of the Financial Conduct Authority is appointed by the Treasury.

BNP Paribas Suisse nominates seed investment firm's CEO to board

We are delighted by this nomination, which will enable Carole to bring all her economic and entrepreneurial expertise to our bank

Deutsche Bank Names New Southeast Asia Wealth Head

After just 11 months with the German lender, De Sanctis rose to the ranks to become the third executive to lead Deutsche’s private bank in five years.

Asia Structured Products Head Exits BNP Paribas Wealth Unit

Hui is the second structured products veteran to be reshuffled in Asia’s private banking market.

APEX Appoints Global Head of Real Estate from Vistra

Apex has been building strength and momentum in real estate asset servicing over the past few years and has become a market leader

Peter Hetherington to leave Schroders Personal Wealth

He leaves us in a strong position and on track to become a top three financial planning business in the UK.

Julius Baer India announces Domestic Expansion and Digital Enhancements

Himanshu is also a Member of the Management Committee at Julius Baer India.

Law firm appoints new partner in private wealth team

Tim Adams, partner at Moore Barlow, added: "We are pleased to welcome Naomi to our highly skilled private wealth team, which is now one of the largest private client advisory teams in the South East."

Geneva PB appoints systematic AM head

The co-manager of the PBS WISE Global Equity fund, Jean-Eudes Clot, also left the bank in June to join Ferry at Evooq.

VP Bank (Luxembourg) CEO to leave amid execs reshuffle

General counsel and chief risk officer, Monika Vicandi, will also leave the bank on 19 June.

Singapore Family Office Hires Seven to Run Rich Asian Money

Singapore is battling a deep recession triggered by the Covid-19 global pandemic that forced the government to impose a partial lockdown that shut most offices through June 1.

Avendus Wealth Management in double senior hire

Pankaj Fitkariwala, on joining Avendus Wealth said, “Avendus Wealth is renowned for providing innovative, custom-made solutions to an eclectic range of high-quality clients.

BNP Paribas Exits Onshore Wealth Business in India

Existing onshore India clients will be transferred Sharekhan – a wholly-owned subsidiary – which will provide brokerage and investment services.

JPMorgan announces appointment of Head of Southeast Asia

Prior to his time at JPMorgan, Wey held roles with McKinsey & Company, having also gained experience in the private equity investment space in Asia.

Bernstein Private Wealth Management appoints MD in New York

This is an opportune time to be joining Bernstein’s New York leadership team as we further our engagement with families on all aspects of their financial health and well-being.

Executive Moves